Institutional Ownership Hartford Fds Exchange Traded (HTAB)
This table provides information about the institutional ownership of Hartford Fds Exchange Traded (HTAB). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $205 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,559,240
shares
|
$30.5 Million
0.02% of portfolio
|
Q2 2024
Added 486.43%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
989,385
shares
|
$19.4 Million
0.01% of portfolio
|
Q3 2024
Added 4.56%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
820,888
shares
|
$16.1 Million
0.0% of portfolio
|
Q2 2024
Added 16.15%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
787,542
shares
|
$15.4 Million
0.02% of portfolio
|
Q2 2024
Added 324.89%
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
755,505
shares
|
$14.8 Million
1.84% of portfolio
|
Q3 2024
Added 1.57%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
753,843
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2024
Added 12.3%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
746,462
shares
|
$14.6 Million
0.01% of portfolio
|
Q2 2024
Added 314.82%
|
|
Iag Wealth Partners, LLC
|
Jul 16, 2024 Q2 2024 |
476,916
shares
|
$9.33 Million
1.86% of portfolio
|
Q2 2024
Added 290.23%
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
453,539
shares
|
$8.87 Million
5.66% of portfolio
|
Q3 2024
Added 16.55%
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
419,260
shares
|
$8.2 Million
1.27% of portfolio
|
Q3 2024
Added 1.68%
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
411,270
shares
|
$8.04 Million
0.73% of portfolio
|
Q2 2024
Added 9.9%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
288,796
shares
|
$5.65 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.13%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
213,770
shares
|
$4.18 Million
0.01% of portfolio
|
Q2 2024
Reduced 10.11%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
163,591
shares
|
$3.2 Million
0.1% of portfolio
|
Q2 2024
Added 8.83%
|
|
Element Wealth, LLC
|
Aug 08, 2024 Q2 2024 |
150,596
shares
|
$2.95 Million
1.64% of portfolio
|
Q2 2024
Added 1.31%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
141,197
shares
|
$2.76 Million
0.14% of portfolio
|
Q3 2024
Added 6.6%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
135,688
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
130,115
shares
|
$2.55 Million
0.07% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
129,228
shares
|
$2.53 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
125,947
shares
|
$2.46 Million
0.36% of portfolio
|
Q2 2024
Reduced 21.98%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
96,217
shares
|
$1.88 Million
0.01% of portfolio
|
Q2 2024
Added 8.41%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
83,119
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2024
Added 55.09%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
57,542
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2024
Added 56.31%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
45,960
shares
|
$898,977
0.06% of portfolio
|
Q3 2024
Added 16.89%
|
|
Leelyn Smith, LLC
Geneva, IL |
Aug 08, 2024 Q2 2024 |
41,433
shares
|
$810,429
0.16% of portfolio
|
Q2 2024
Reduced 5.42%
|