Cambridge Investment Research Advisors, Inc. Hartford Fds Exchange Traded Transaction History

Cambridge Investment Research Advisors, Inc.

$36.4 Billion
Q3 2025

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$18.44 - $19.31 $55,080 - $57,678	2,987 Added 1.94%	156,823 $2.93 Million
Q1 2025 Apr 22, 2025	BUY	$18.95 - $19.6 $231,133 - $239,061	12,197 Added 8.61%	153,836 $2.95 Million
Q4 2024 Feb 14, 2025	SELL	$19.26 - $19.88 $1.88 Million - $1.94 Million	-97,645 Reduced 40.81%	141,639 $2.74 Million
Q3 2024 Oct 28, 2024	BUY	$19.24 - $19.9 $2.75 Million - $2.85 Million	143,067 Added 148.69%	239,284 $4.74 Million
Q2 2024 Jul 26, 2024	BUY	$19.06 - $19.56 $142,225 - $145,956	7,462 Added 8.41%	96,217 $1.86 Million
Q1 2024 Apr 24, 2024	SELL	$19.39 - $19.8 $131,890 - $134,679	-6,802 Reduced 7.12%	88,755 $1.74 Million
Q4 2023 Feb 09, 2024	SELL	$17.75 - $19.83 $1.17 Million - $1.3 Million	-65,659 Reduced 40.73%	95,557 $1.89 Million
Q3 2023 Oct 24, 2023	BUY	$18.25 - $19.61 $320,324 - $344,194	17,552 Added 12.22%	161,216 $2.95 Million
Q2 2023 Jul 13, 2023	BUY	$19.16 - $19.86 $2.17 Million - $2.25 Million	113,392 Added 374.58%	143,664 $2.79 Million
Q1 2023 May 11, 2023	BUY	$19.08 - $19.83 $94,178 - $97,880	4,936 Added 19.48%	30,272 $594,000
Q4 2022 Feb 08, 2023	BUY	$18.05 - $19.41 $203,802 - $219,158	11,291 Added 80.39%	25,336 $483,000
Q3 2022 Oct 17, 2022	BUY	$18.35 - $19.93 $257,725 - $279,916	14,045 New	14,045 $0
Q2 2022 Jul 13, 2022	SELL	$18.99 - $20.01 $439,922 - $463,551	-23,166 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$19.95 - $21.24 $102,064 - $108,663	-5,116 Reduced 18.09%	23,166 $462,000
Q4 2021 Feb 03, 2022	BUY	$21.22 - $21.64 $600,144 - $612,022	28,282 New	28,282 $601,000

Others Institutions Holding HTAB

# of Institutions

Shares Held

13.3M

Call Options Held

Put Options Held

Consolidated Planning Corp Atlanta, GA

1.82M
Shares

$35.1 Million
4.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.47M
Shares

$28.3 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

989K
Shares

$19 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

913K
Shares

$17.6 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

904K
Shares

$17.4 Million
0.01% of portfolio

View Full List

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