Purchases and Sales Made in Q4 2023 in Harbor ETF Tr Divid Growth Lea (GDIV)
This table provides information about the institutional ownership of Harbor ETF Tr Divid Growth Lea (GDIV) during Q4 2023. The information is specifically focused on institutions that hold shares of HARBOR ETF TR DIVID GROWTH LEA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
270K+ 1262.1% |
$3.19M - $3.64M
|
292K
$4.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
192K+ 210.02% |
$2.27M - $2.59M
|
284K
$4.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
170K+ 21.77% |
$2M - $2.29M
|
948K
$14.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
105K+ 10.18% |
$1.23M - $1.41M
|
1.13M
$17.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
104K+ 19.47% |
$1.23M - $1.41M
|
641K
$9.97M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38KNew |
$449K - $512K
|
38K
$591K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.6KNew |
$172K - $197K
|
14.6K
$227K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.9KNew |
$128K - $147K
|
10.9K
$169K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
8K+ 64.52% |
$94.5K - $108K
|
20.4K
$317K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.48K+ 7.76% |
$41.1K - $46.9K
|
48.3K
$752K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.3KNew |
$39K - $44.5K
|
3.3K
$51.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.48KNew |
$29.3K - $33.4K
|
2.48K
$38.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.27K+ 2.35% |
$26.8K - $30.5K
|
98.7K
$1.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
969New |
$11.4K - $13.1K
|
969
$15.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
959New |
$11.3K - $12.9K
|
959
$14.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
316New |
$3.73K - $4.26K
|
316
$4.92K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
166+ 0.89% |
$1.96K - $2.24K
|
18.9K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
130+ 0.68% |
$1.54K - $1.75K
|
19.2K
$299K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 1.0% |
$59.1 - $67.4
|
507
$7.89K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-72- 0.16% |
$850 - $971
|
44.5K
$692K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-610- 0.24% |
$7.2K - $8.22K
|
258K
$4.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.77K- 6.45% |
$20.9K - $23.8K
|
25.6K
$399K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.1K- 21.21% |
$131K - $149K
|
41.1K
$639K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-13.7K- 32.53% |
$162K - $185K
|
28.5K
$443K
|