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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
188K+ 33.87% |
$3.47M - $3.63M
|
744K
$13.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.7KNew |
$197K - $206K
|
10.7K
$197K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.04K+ 3.74% |
$19.2K - $20.1K
|
28.8K
$533K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
668+ 2.24% |
$12.3K - $12.9K
|
30.5K
$564K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
195+ 0.82% |
$3.6K - $3.77K
|
24K
$444K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12+ 0.11% |
$221 - $232
|
11.2K
$206K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-87- 53.37% |
$1.6K - $1.68K
|
76
$1.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-4.6K- 24.08% |
$84.8K - $88.8K
|
14.5K
$268K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7.53K- 4.57% |
$139K - $145K
|
157K
$2.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-10.3K- 46.84% |
$189K - $198K
|
11.6K
$215K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-13.1K- 2.72% |
$242K - $254K
|
469K
$8.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-14K- 14.2% |
$258K - $270K
|
84.5K
$1.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-15.4K- 10.34% |
$283K - $297K
|
133K
$2.46M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-17.6K- 18.01% |
$325K - $340K
|
80.1K
$1.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-19.6K- 2.68% |
$362K - $379K
|
713K
$13.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-20.2K- 35.15% |
$373K - $390K
|
37.3K
$689K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-21.1K- 55.72% |
$389K - $407K
|
16.7K
$309K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-38.7K- 15.85% |
$714K - $748K
|
206K
$3.8M
|