Purchases and Sales Made in Q3 2025 in Hartford Fds Exchange Traded (HTAB)
This table provides information about the institutional ownership of Hartford Fds Exchange Traded (HTAB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.08M+ 144.89% |
$19.8M - $20.7M
|
1.82M
$35.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
146K+ 19.04% |
$2.68M - $2.8M
|
913K
$17.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
134K+ 37.29% |
$2.46M - $2.57M
|
494K
$9.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
72.8K+ 46.3% |
$1.34M - $1.4M
|
230K
$4.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.6K+ 9.07% |
$1.15M - $1.2M
|
752K
$14.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
57.7KNew |
$1.06M - $1.11M
|
57.7K
$1.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
51.2K+ 7.18% |
$940K - $982K
|
764K
$14.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49.9K+ 8.02% |
$917K - $958K
|
672K
$12.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.4KNew |
$429K - $448K
|
23.4K
$449K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
15.6K+ 9.89% |
$286K - $298K
|
173K
$3.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.3KNew |
$244K - $255K
|
13.3K
$256K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.83K+ 26.37% |
$181K - $189K
|
47.1K
$907K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.55K+ 4.64% |
$175K - $183K
|
215K
$4.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.1K+ 44.39% |
$149K - $155K
|
26.3K
$507K
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
6.04K+ 27.14% |
$111K - $116K
|
28.3K
$545K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.01K+ 2.49% |
$37K - $38.6K
|
82.7K
$1.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
1.43K+ 7.65% |
$26.3K - $27.5K
|
20.1K
$388K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.38KNew |
$25.3K - $26.4K
|
1.38K
$26.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.3KNew |
$23.8K - $24.9K
|
1.3K
$24.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
856+ 5.11% |
$15.7K - $16.4K
|
17.6K
$339K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
780+ 12.65% |
$14.3K - $15K
|
6.95K
$134K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
621+ 0.56% |
$11.4K - $11.9K
|
112K
$2.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
514+ 2.22% |
$9.44K - $9.86K
|
23.7K
$456K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
165+ 0.45% |
$3.03K - $3.17K
|
36.7K
$707K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8+ 6.84% |
$147 - $154
|
125
$2.41K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-630- 1.64% |
$11.6K - $12.1K
|
37.9K
$729K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-723- 3.01% |
$13.3K - $13.9K
|
23.3K
$449K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.7K- 1.27% |
$31.2K - $32.5K
|
131K
$2.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2K- 13.79% |
$36.7K - $38.4K
|
12.5K
$241K
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-3.23K- 0.69% |
$59.4K - $62K
|
466K
$8.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.9K- 20.45% |
$108K - $113K
|
22.9K
$442K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-8.31K- 1.47% |
$153K - $159K
|
556K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.16K- 35.33% |
$168K - $176K
|
16.8K
$323K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.5K- 48.72% |
$340K - $355K
|
19.5K
$375K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22.4K- 15.81% |
$411K - $429K
|
119K
$2.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.4K- 7.12% |
$429K - $448K
|
305K
$5.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-24.1K- 47.91% |
$442K - $462K
|
26.2K
$504K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.3K- 27.29% |
$465K - $486K
|
67.4K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.5K- 72.95% |
$505K - $528K
|
10.2K
$196K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.7K- 10.6% |
$601K - $628K
|
276K
$5.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-745K- 33.62% |
$13.7M - $14.3M
|
1.47M
$28.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-785K- 81.93% |
$14.4M - $15.1M
|
173K
$3.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-802K- 47.01% |
$14.7M - $15.4M
|
904K
$17.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-882K- 95.23% |
$16.2M - $16.9M
|
44.2K
$850K
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.82M- 97.43% |
$33.4M - $34.9M
|
48K
$924K
|