Institutional Ownership Harbor ETF Tr Harbor Long Term (WINN)
This table provides information about the institutional ownership of Harbor ETF Tr Harbor Long Term (WINN). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 18.3 Million shares, which have been reported (via 13F filing form) to have a value of $466 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geller Advisors LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
101,288
shares
|
$2.58 Million
0.19% of portfolio
|
Q2 2024
Added 152.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
88,065
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2024
Added 72.26%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
82,783
shares
|
$2.11 Million
0.6% of portfolio
|
Q3 2024
Added 37.77%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
80,123
shares
|
$2.04 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
56,223
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
54,835
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
52,551
shares
|
$1.34 Million
0.74% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
50,510
shares
|
$1.29 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
46,449
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2024
Added 272.28%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
35,240
shares
|
$898,267
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
32,014
shares
|
$816,036
0.0% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
29,681
shares
|
$756,568
0.0% of portfolio
|
Q2 2024
Added 5.78%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
26,107
shares
|
$665,467
0.0% of portfolio
|
Q2 2024
Reduced 19.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
23,044
shares
|
$587,391
0.01% of portfolio
|
Q3 2024
Added 21.82%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
22,870
shares
|
$582,956
0.27% of portfolio
|
Q3 2024
Added 20.37%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
18,470
shares
|
$470,800
0.02% of portfolio
|
Q3 2024
Added 52.62%
|
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
18,350
shares
|
$467,741
0.03% of portfolio
|
Q2 2024
Added 10.27%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
17,998
shares
|
$458,769
0.2% of portfolio
|
Q3 2024
Added 14.62%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
17,989
shares
|
$458,539
0.26% of portfolio
|
Q3 2024
Added 41.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
17,312
shares
|
$441,282
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
16,986
shares
|
$432,973
0.02% of portfolio
|
Q2 2024
Reduced 4.24%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
16,929
shares
|
$431,520
0.0% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
16,750
shares
|
$426,957
0.18% of portfolio
|
Q2 2024
Added 19.3%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
16,594
shares
|
$422,981
0.21% of portfolio
|
Q3 2024
Reduced 68.52%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 05, 2024 Q2 2024 |
16,350
shares
|
$416,761
0.31% of portfolio
|
Q1 2024
New holding
|