Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
98.4K+ 9609.38% |
N/A
|
99.4K
$2.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
18.1KNew |
N/A
|
18.1K
$462K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
11.7K+ 8.21% |
N/A
|
155K
$3.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
11.4KNew |
N/A
|
11.4K
$290K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
9.01K+ 9.27% |
N/A
|
106K
$2.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.97K+ 21.22% |
N/A
|
39.8K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.94K+ 20.33% |
N/A
|
23.3K
$594K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-147- 12.18% |
N/A
|
1.06K
$27K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.16K- 7.16% |
N/A
|
15.1K
$384K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.29K- 3.16% |
N/A
|
39.6K
$1.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.1K- 19.53% |
N/A
|
8.65K
$220K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.74K- 4.58% |
N/A
|
57K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-4.41K- 5.13% |
N/A
|
81.5K
$2.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-6.97K- 27.04% |
N/A
|
18.8K
$479K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-24.6K- 0.88% |
N/A
|
2.76M
$70.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-40.8K- 18.54% |
N/A
|
179K
$4.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-75.5K- 26.54% |
N/A
|
209K
$5.32M
|