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 61 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $320 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
13,058
shares
|
$250,452
0.04% of portfolio
|
Q3 2024
Added 26.74%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Mar 14, 2025 Q4 2024 |
12,654
shares
|
$242,703
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
12,195
shares
|
$233,900
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
10,250
shares
|
$196,595
0.07% of portfolio
|
Q3 2023
Reduced 51.07%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
10,072
shares
|
$193,180
0.15% of portfolio
|
Q4 2024
Reduced 20.26%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,500
shares
|
$143,850
0.0% of portfolio
|
Q2 2024
Reduced 14.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,647
shares
|
$108,309
0.0% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,455
shares
|
$104,626
0.0% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
2,000
shares
|
$38,360
0.01% of portfolio
|
Q4 2022
Reduced 75.9%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
1,275
shares
|
$24,454
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
500
shares
|
$9,590
0.01% of portfolio
|
Q4 2024
New holding
|