Purchases and Sales Made in Q2 2025 in Hartford Fds Exchange Traded (HTAB)
This table provides information about the institutional ownership of Hartford Fds Exchange Traded (HTAB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
882K+ 2006.42% |
$16.3M - $17M
|
926K
$17.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
223K+ 55.9% |
$4.12M - $4.31M
|
623K
$12M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
188K+ 33.87% |
$3.47M - $3.63M
|
744K
$14.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
181K+ 10.7% |
$3.33M - $3.49M
|
1.87M
$35.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
57K+ 18.84% |
$1.05M - $1.1M
|
359K
$6.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
54.1K+ 19.76% |
$997K - $1.04M
|
328K
$6.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
50.7KNew |
$935K - $979K
|
50.7K
$976K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.7K+ 22.18% |
$473K - $496K
|
141K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.8K+ 188.64% |
$458K - $480K
|
38K
$731K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18K+ 28.68% |
$332K - $347K
|
80.7K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
12.2K+ 31.95% |
$224K - $235K
|
50.2K
$967K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.1KNew |
$205K - $215K
|
11.1K
$214K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.7KNew |
$197K - $206K
|
10.7K
$205K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
10.3KNew |
$190K - $199K
|
10.3K
$198K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
10.3KNew |
$190K - $199K
|
10.3K
$198K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.17K+ 33.5% |
$169K - $177K
|
36.5K
$703K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.24K+ 31.73% |
$115K - $121K
|
25.9K
$499K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.21K+ 1.58% |
$96K - $101K
|
336K
$6.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.55K+ 3.64% |
$83.9K - $87.8K
|
130K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
4.3K+ 29.87% |
$79.4K - $83.1K
|
18.7K
$360K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.99K+ 1.94% |
$55.1K - $57.7K
|
157K
$3.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.9K+ 5.31% |
$35.1K - $36.7K
|
37.7K
$726K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.04K+ 3.74% |
$19.2K - $20.1K
|
28.8K
$555K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.01K+ 4.75% |
$18.6K - $19.5K
|
22.3K
$429K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
668+ 2.24% |
$12.3K - $12.9K
|
30.5K
$587K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
195+ 0.82% |
$3.6K - $3.77K
|
24K
$463K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
97+ 0.79% |
$1.79K - $1.87K
|
12.4K
$239K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12+ 0.11% |
$221 - $232
|
11.2K
$215K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-87- 53.37% |
$1.6K - $1.68K
|
76
$1.46K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-719- 10.44% |
$13.3K - $13.9K
|
6.17K
$119K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.76K- 8.81% |
$32.5K - $34K
|
18.2K
$351K
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.88K- 6.97% |
$53.1K - $55.7K
|
38.5K
$741K
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-4.6K- 24.08% |
$84.8K - $88.8K
|
14.5K
$279K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.91K- 3.03% |
$90.6K - $94.9K
|
157K
$3.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.92K- 4.22% |
$90.8K - $95K
|
112K
$2.15M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.54K- 97.93% |
$102K - $107K
|
117
$2.25K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7.53K- 4.57% |
$139K - $145K
|
157K
$3.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-9.98K- 1.74% |
$184K - $193K
|
564K
$10.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-10.3K- 46.84% |
$189K - $198K
|
11.6K
$224K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11.4K- 33.05% |
$211K - $221K
|
23.2K
$446K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.8K- 11.25% |
$217K - $227K
|
92.7K
$1.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-13.1K- 2.72% |
$242K - $254K
|
469K
$9.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-14K- 14.2% |
$258K - $270K
|
84.5K
$1.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-15.4K- 10.34% |
$283K - $297K
|
133K
$2.56M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-17.6K- 18.01% |
$325K - $340K
|
80.1K
$1.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-19.6K- 2.68% |
$362K - $379K
|
713K
$13.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-20.2K- 35.15% |
$373K - $390K
|
37.3K
$718K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-21.1K- 55.72% |
$389K - $407K
|
16.7K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.6K- 2.86% |
$417K - $436K
|
767K
$14.8M
|