Purchases and Sales Made in Q1 2025 in Hartford Fds Exchange Traded (HTAB)
This table provides information about the institutional ownership of Hartford Fds Exchange Traded (HTAB) during Q1 2025. The information is specifically focused on institutions that hold shares of HARTFORD FDS EXCHANGE TRADED.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
441K+ 59.99% |
$8.36M - $8.65M
|
1.18M
$21.9M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
302K+ 795960.5% |
$5.73M - $5.93M
|
303K
$5.63M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
196K+ 146.1% |
$3.72M - $3.85M
|
331K
$6.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
130K+ 30.65% |
$2.47M - $2.56M
|
556K
$10.3M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
124K+ 27.42% |
$2.34M - $2.42M
|
574K
$10.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
94.6K+ 3.56% |
$1.79M - $1.85M
|
2.75M
$51.2M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
75.8K+ 23.42% |
$1.44M - $1.49M
|
399K
$7.43M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
67.5K+ 3.68% |
$1.28M - $1.32M
|
1.9M
$35.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.8K+ 17.99% |
$791K - $818K
|
274K
$5.09M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
36.7KNew |
$695K - $719K
|
36.7K
$683K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.1K+ 66.83% |
$476K - $493K
|
62.7K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
15.8K+ 10.61% |
$300K - $310K
|
165K
$3.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.2K+ 8.86% |
$250K - $259K
|
162K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.2KNew |
$249K - $258K
|
13.2K
$245K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$247K - $256K
|
13.1K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.8K+ 12.29% |
$242K - $250K
|
117K
$2.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.2K+ 8.61% |
$231K - $239K
|
154K
$2.86M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.2K+ 34.31% |
$213K - $220K
|
44K
$818K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.2KNew |
$211K - $219K
|
11.2K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
$208K - $215K
|
11K
$205K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.99K+ 20.11% |
$114K - $117K
|
35.8K
$666K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.03K+ 5.15% |
$38.4K - $39.7K
|
41.4K
$770K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.8K+ 6.92% |
$34.1K - $35.3K
|
27.8K
$517K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
1.76K+ 13.87% |
$33.3K - $34.4K
|
14.4K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.64KNew |
$31K - $32.1K
|
1.64K
$30.5K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.24K+ 21.94% |
$23.5K - $24.3K
|
6.89K
$128K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
982+ 2.92% |
$18.6K - $19.2K
|
34.6K
$644K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
640+ 1.72% |
$12.1K - $12.5K
|
37.8K
$704K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
594+ 2.03% |
$11.3K - $11.6K
|
29.8K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
435New |
$8.24K - $8.53K
|
435
$8.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
311+ 0.06% |
$5.89K - $6.1K
|
482K
$8.98M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
205+ 3.76% |
$3.88K - $4.02K
|
5.66K
$105K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
163New |
$3.09K - $3.19K
|
163
$3.03K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
124+ 1.02% |
$2.35K - $2.43K
|
12.3K
$229K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.57K- 1.04% |
$29.7K - $30.7K
|
149K
$2.76M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.71K- 7.44% |
$32.4K - $33.5K
|
21.3K
$396K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.1K- 8.1% |
$39.9K - $41.2K
|
23.8K
$444K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.35K- 5.81% |
$44.5K - $46K
|
38.1K
$708K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-4.13K- 4.06% |
$78.3K - $81K
|
97.7K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.83K- 14.99% |
$91.4K - $94.6K
|
27.4K
$509K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-8K- 29.52% |
$152K - $157K
|
19.1K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.4K- 40.48% |
$254K - $262K
|
19.7K
$366K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-15.4K- 13.52% |
$292K - $302K
|
98.5K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.2K- 50.22% |
$383K - $396K
|
20K
$372K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-21K- 26.73% |
$398K - $411K
|
57.5K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36.6K- 25.94% |
$694K - $717K
|
105K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-52.6KClosed |
$997K - $1.03M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-62.8K- 35.19% |
$1.19M - $1.23M
|
116K
$2.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-88.8K- 5.0% |
$1.68M - $1.74M
|
1.69M
$31.4M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-189K- 99.98% |
$3.58M - $3.71M
|
38
$707
|