Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
754K+ 46.71% |
$13M - $15.7M
|
2.37M
$60.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
256KNew |
$4.4M - $5.32M
|
256K
$6.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
183K+ 13.63% |
$3.14M - $3.81M
|
1.53M
$38.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
162KNew |
$2.77M - $3.36M
|
162K
$4.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
154KNew |
$2.64M - $3.2M
|
154K
$3.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
96.2K+ 53.33% |
$1.65M - $2M
|
277K
$7.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
93K+ 6.02% |
$1.6M - $1.93M
|
1.64M
$41.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65.7K+ 24.43% |
$1.13M - $1.37M
|
334K
$8.52M
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
53.8K+ 7.57% |
$924K - $1.12M
|
765K
$19.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39.3KNew |
$675K - $817K
|
39.3K
$1M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
26.6K+ 71.35% |
$457K - $554K
|
63.9K
$1.63M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24KNew |
$412K - $499K
|
24K
$611K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.3KNew |
$383K - $463K
|
22.3K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.8KNew |
$288K - $349K
|
16.8K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
16.4KNew |
$282K - $342K
|
16.4K
$419K
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
11.8KNew |
$203K - $246K
|
11.8K
$301K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
10.5KNew |
$180K - $218K
|
10.5K
$268K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10.1K+ 14.32% |
$174K - $211K
|
80.8K
$2.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.91K+ 7.43% |
$170K - $206K
|
143K
$3.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.54K+ 29.95% |
$129K - $157K
|
32.7K
$834K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
5.3K+ 14.42% |
$91K - $110K
|
42K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.72K+ 3.28% |
$81K - $98.1K
|
148K
$3.78M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.01K+ 14.6% |
$34.5K - $41.8K
|
15.8K
$402K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.37K+ 2.85% |
$23.5K - $28.5K
|
49.4K
$1.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.11K+ 1.27% |
$19.1K - $23.2K
|
88.4K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.09K+ 15.68% |
$18.7K - $22.7K
|
8.04K
$205K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
843+ 4.91% |
$14.5K - $17.5K
|
18K
$459K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7+ 0.02% |
$120 - $146
|
32K
$816K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7+ 0.06% |
$120 - $146
|
11.3K
$288K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.09K- 29.95% |
$18.7K - $22.6K
|
2.54K
$64.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.25K- 6.6% |
$21.5K - $26.1K
|
17.7K
$452K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.26K- 0.39% |
$21.6K - $26.1K
|
319K
$8.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.43K- 2.34% |
$24.5K - $29.7K
|
59.5K
$1.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.5K- 10.98% |
$300K - $363K
|
142K
$3.61M
|