Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
679K+ 28.67% |
$13.6M - $16.1M
|
3.05M
$77.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
578K+ 75.52% |
$11.6M - $13.7M
|
1.34M
$34.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
276KNew |
$5.55M - $6.55M
|
276K
$7.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
205K+ 61.2% |
$4.11M - $4.85M
|
539K
$13.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
159K+ 662.9% |
$3.19M - $3.77M
|
183K
$4.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
144K+ 56.27% |
$2.89M - $3.41M
|
400K
$10.2M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
114KNew |
$2.28M - $2.7M
|
114K
$2.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
83.8K+ 5.12% |
$1.68M - $1.99M
|
1.72M
$43.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
46.6KNew |
$935K - $1.1M
|
46.6K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
41.6K+ 15.02% |
$834K - $985K
|
318K
$8.11M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
36.6K+ 24.68% |
$735K - $868K
|
185K
$4.72M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
35.2K+ 19.73% |
$707K - $835K
|
214K
$5.45M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.2KNew |
$647K - $764K
|
32.2K
$822K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
28.1KNew |
$563K - $665K
|
28.1K
$715K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.4K+ 83.79% |
$550K - $650K
|
60.1K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.5K+ 18.72% |
$532K - $629K
|
168K
$4.29M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
23.7K+ 144.08% |
$475K - $561K
|
40.1K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
23.6K+ 26.68% |
$474K - $559K
|
112K
$2.86M
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
22.2K+ 187.52% |
$445K - $525K
|
34K
$866K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.6K+ 13.36% |
$433K - $511K
|
183K
$4.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
21.5K+ 33.64% |
$432K - $510K
|
85.4K
$2.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
21.1KNew |
$424K - $501K
|
21.1K
$539K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17K+ 11.84% |
$341K - $402K
|
160K
$4.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
16.4KNew |
$328K - $387K
|
16.4K
$417K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$250K - $296K
|
12.5K
$318K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.2KNew |
$205K - $242K
|
10.2K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.91KNew |
$179K - $211K
|
8.91K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.48KNew |
$130K - $154K
|
6.48K
$165K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.26K+ 10.53% |
$126K - $148K
|
65.7K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6K+ 74.63% |
$120K - $142K
|
14K
$358K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
5.3K+ 12.6% |
$106K - $125K
|
47.3K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
5.14K+ 34.52% |
$103K - $122K
|
20K
$511K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.59K+ 1.68% |
$52K - $61.4K
|
156K
$3.99M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.05KNew |
$41.1K - $48.5K
|
2.05K
$52.2K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.93K+ 0.13% |
$38.7K - $45.6K
|
1.53M
$39M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.3KNew |
$26.1K - $30.8K
|
1.3K
$33.2K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
909New |
$18.2K - $21.5K
|
909
$23.2K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
868+ 5.5% |
$17.4K - $20.6K
|
16.6K
$424K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
700New |
$14K - $16.6K
|
700
$17.8K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
578+ 5.78% |
$11.6K - $13.7K
|
10.6K
$270K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
527+ 1.07% |
$10.6K - $12.5K
|
50K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
430New |
$8.63K - $10.2K
|
430
$11K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
250New |
$5.02K - $5.93K
|
250
$6.37K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
74New |
$1.49K - $1.75K
|
74
$1.89K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10- 0.01% |
$201 - $237
|
80.8K
$2.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-43- 0.41% |
$863 - $1.02K
|
10.5K
$267K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-289- 29.22% |
$5.8K - $6.85K
|
700
$17.8K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-289- 29.22% |
$5.8K - $6.85K
|
700
$17.8K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.2K- 7.14% |
$24.1K - $28.4K
|
15.6K
$398K
|