Purchases and Sales Made in Q3 2025 in Harbor ETF Tr All Weather Infl (HGER)
This table provides information about the institutional ownership of Harbor ETF Tr All Weather Infl (HGER) during Q3 2025. The information is specifically focused on institutions that hold shares of HARBOR ETF TR ALL WEATHER INFL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
90K+ 11.03% |
$2.18M - $2.33M
|
907K
$23.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
46.9K+ 32.7% |
$1.14M - $1.22M
|
190K
$4.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.2KNew |
$1M - $1.07M
|
41.2K
$1.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
37.6K+ 8.04% |
$913K - $975K
|
506K
$13.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
32.4K+ 8.16% |
$785K - $838K
|
429K
$11.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
28.9K+ 47.19% |
$701K - $748K
|
90.1K
$2.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
25.4K+ 33.08% |
$615K - $657K
|
102K
$2.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
19.9K+ 9.85% |
$482K - $515K
|
222K
$5.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
BUY
|
- |
14K+ 236.35% |
$341K - $364K
|
20K
$524K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
12.8KNew |
$310K - $331K
|
12.8K
$335K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.4K+ 503.96% |
$253K - $270K
|
12.5K
$328K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
5.19K+ 5.66% |
$126K - $135K
|
96.9K
$2.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.25K+ 9.61% |
$78.8K - $84.2K
|
37K
$971K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.55K+ 10.09% |
$61.9K - $66.1K
|
27.8K
$730K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.49KNew |
$36.1K - $38.5K
|
1.49K
$39K
|
|
|
Oct 15, 2025
Q3 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
1.37K+ 0.12% |
$33.2K - $35.5K
|
1.13M
$29.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
1.06K+ 2.9% |
$25.8K - $27.6K
|
37.7K
$989K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.01K+ 6.4% |
$24.5K - $26.1K
|
16.8K
$440K
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-25.1K- 49.31% |
$610K - $651K
|
25.8K
$678K
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-26.8K- 74.47% |
$649K - $694K
|
9.18K
$241K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-122K- 21.61% |
$2.97M - $3.17M
|
444K
$11.6M
|