Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.13M+ 36.91% |
$24.5M - $28.7M
|
4.17M
$106M
|
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
1.12MNew |
$24.4M - $28.6M
|
1.12M
$28.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
361K+ 21.01% |
$7.86M - $9.22M
|
2.08M
$53.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
349K+ 87.27% |
$7.59M - $8.9M
|
749K
$19.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
346KNew |
$7.52M - $8.81M
|
346K
$8.81M
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
BUY
|
- |
188KNew |
$4.1M - $4.8M
|
188K
$4.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
170KNew |
$3.69M - $4.33M
|
170K
$4.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
122K+ 22.63% |
$2.65M - $3.11M
|
661K
$16.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
121K+ 65.92% |
$2.63M - $3.08M
|
304K
$7.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
72.1K+ 39.43% |
$1.57M - $1.84M
|
255K
$6.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
61.2K+ 152.71% |
$1.33M - $1.56M
|
101K
$2.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
53.1K+ 47.36% |
$1.15M - $1.35M
|
165K
$4.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
52.2KNew |
$1.14M - $1.33M
|
52.2K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
47.8K+ 3.13% |
$1.04M - $1.22M
|
1.58M
$40.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
45.1K+ 52.78% |
$981K - $1.15M
|
130K
$3.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
35.2KNew |
$766K - $899K
|
35.2K
$898K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
34K+ 272.28% |
$739K - $866K
|
46.4K
$1.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.8K+ 72.47% |
$734K - $861K
|
80.3K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
29.3K+ 2.18% |
$637K - $747K
|
1.37M
$35M
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
18.7K+ 55.19% |
$408K - $478K
|
52.7K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.3KNew |
$377K - $441K
|
17.3K
$441K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
15.7K+ 7.34% |
$341K - $400K
|
230K
$5.85M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
14.6K+ 4.58% |
$317K - $372K
|
333K
$8.48M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
12.8K+ 26.97% |
$278K - $325K
|
60.1K
$1.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
12.7KNew |
$277K - $324K
|
12.7K
$324K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
12.1KNew |
$263K - $309K
|
12.1K
$308K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
11.2KNew |
$243K - $285K
|
11.2K
$285K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.93KNew |
$194K - $228K
|
8.93K
$228K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.72K+ 85.56% |
$190K - $222K
|
18.9K
$482K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.47KNew |
$184K - $216K
|
8.47K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
8.31KNew |
$181K - $212K
|
8.31K
$212K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
8.1KNew |
$176K - $207K
|
8.1K
$206K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.28K+ 49.94% |
$115K - $135K
|
15.9K
$404K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.97K+ 1.85% |
$64.6K - $75.8K
|
163K
$4.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.71K+ 19.3% |
$58.9K - $69.1K
|
16.8K
$427K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.35K+ 4.7% |
$51K - $59.8K
|
52.3K
$1.33M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.71K+ 10.27% |
$37.2K - $43.6K
|
18.4K
$468K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.62K+ 5.78% |
$35.3K - $41.3K
|
29.7K
$757K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.5KNew |
$32.6K - $38.3K
|
1.5K
$38.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
600+ 240.0% |
$13.1K - $15.3K
|
850
$21.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
522+ 5.86% |
$11.4K - $13.3K
|
9.43K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
399New |
$8.68K - $10.2K
|
399
$10.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
310+ 2.96% |
$6.74K - $7.91K
|
10.8K
$275K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
289+ 41.29% |
$6.29K - $7.37K
|
989
$25.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
289+ 41.29% |
$6.29K - $7.37K
|
989
$25.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
192+ 2.96% |
$4.18K - $4.9K
|
6.67K
$170K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10+ 0.03% |
$218 - $255
|
32K
$816K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-50- 0.02% |
$1.09K - $1.28K
|
274K
$6.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-710- 0.88% |
$15.4K - $18.1K
|
80.1K
$2.04M
|