Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.54MNew |
$27.2M - $29.7M
|
1.54M
$39.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
711K+ 78.73% |
$12.5M - $13.7M
|
1.62M
$41.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
199K+ 17.37% |
$3.51M - $3.83M
|
1.34M
$34.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
53.9K+ 60.14% |
$952K - $1.04M
|
144K
$3.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
49.4K+ 37.66% |
$871K - $951K
|
180K
$4.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.3K+ 12.24% |
$517K - $565K
|
269K
$6.85M
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
19.2K+ 2.78% |
$339K - $370K
|
711K
$18.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.8KNew |
$331K - $361K
|
18.8K
$478K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
18.2K+ 34.77% |
$322K - $352K
|
70.7K
$1.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
16KNew |
$283K - $309K
|
16K
$409K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
13.9K+ 59.13% |
$244K - $267K
|
37.3K
$951K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.7K+ 119.81% |
$242K - $264K
|
25.2K
$642K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
13.6K+ 8.27% |
$241K - $263K
|
179K
$4.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.9K+ 9.78% |
$210K - $229K
|
133K
$3.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
10.5K+ 40.2% |
$186K - $203K
|
36.7K
$936K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.19K+ 6.13% |
$162K - $177K
|
159K
$4.06M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.2K+ 48.44% |
$109K - $119K
|
19K
$484K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.22K+ 1.66% |
$92.2K - $101K
|
321K
$8.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.96K+ 8.88% |
$87.6K - $95.7K
|
60.9K
$1.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
4.93K+ 5.99% |
$87K - $95K
|
87.3K
$2.23M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.27K+ 31.21% |
$57.8K - $63.1K
|
13.8K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.25K+ 87.84% |
$57.3K - $62.6K
|
6.95K
$177K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
70+ 0.62% |
$1.23K - $1.35K
|
11.3K
$287K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1- 0.01% |
$17.6 - $19.3
|
15.2K
$388K
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-843- 4.68% |
$14.9K - $16.2K
|
17.2K
$437K
|