Purchases and Sales Made in Q1 2023 in Harbor ETF Tr Harbor Long Term (WINN)
This table provides information about the institutional ownership of Harbor ETF Tr Harbor Long Term (WINN) during Q1 2023. The information is specifically focused on institutions that hold shares of HARBOR ETF TR HARBOR LONG-TERM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
147K+ 19.75% |
$1.95M - $2.36M
|
888K
$22.6M
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
33.2K+ 5.36% |
$442K - $535K
|
652K
$16.6M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
27.2K+ 29.04% |
$363K - $439K
|
121K
$3.09M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.2K+ 10.69% |
$335K - $406K
|
261K
$6.64M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.8K+ 15.69% |
$331K - $400K
|
183K
$4.66M
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
17.1KNew |
$228K - $276K
|
17.1K
$436K
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
16.4KNew |
$218K - $264K
|
16.4K
$417K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
15.9K+ 29.32% |
$212K - $256K
|
70.1K
$1.79M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14.2K+ 38.14% |
$190K - $229K
|
51.5K
$1.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.6K+ 15.65% |
$167K - $202K
|
92.8K
$2.37M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.9K+ 3.71% |
$145K - $175K
|
304K
$7.75M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.56K+ 4.33% |
$87.4K - $106K
|
158K
$4.02M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.59K+ 12.26% |
$74.5K - $90.1K
|
51.2K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.92K+ 43.65% |
$52.2K - $63.1K
|
12.9K
$328K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-200- 1.33% |
$2.67K - $3.22K
|
14.9K
$380K
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-570- 3.07% |
$7.6K - $9.19K
|
18K
$459K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.13K- 36.97% |
$81.7K - $98.8K
|
10.4K
$266K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-350K- 95.83% |
$4.66M - $5.64M
|
15.2K
$388K
|