Latest Institutional Transactions on Harbor ETF Tr All Weather Infl (HGER)
This table provides information on the latest institutional transactions involving Harbor ETF Tr All Weather Infl (HGER) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
336K+ 29.73% |
$7.32M - $7.82M
|
1.47M
$34M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
14.3KNew |
$312K - $334K
|
14.3K
$332K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-484- 1.74% |
$10.5K - $11.3K
|
27.4K
$634K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.34K+ 3.05% |
$50.9K - $54.4K
|
79.1K
$1.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
13.1KNew |
$286K - $306K
|
13.1K
$304K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
11.5KNew |
$250K - $267K
|
11.5K
$266K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
11.1K+ 25.88% |
$241K - $257K
|
53.8K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
18.2KNew |
$397K - $425K
|
18.2K
$423K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
446+ 49.17% |
$9.71K - $10.4K
|
1.35K
$31.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.32K+ 6.47% |
$50.4K - $53.9K
|
38.1K
$882K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
16.8K+ 30.56% |
$365K - $390K
|
71.6K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
54.2KNew |
$1.18M - $1.26M
|
54.2K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.05MNew |
$23M - $24.5M
|
1.05M
$24.4M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
33.1K+ 3.25% |
$722K - $771K
|
1.05M
$24.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.59K- 2.12% |
$209K - $223K
|
442K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-854- 5.28% |
$18.6K - $19.9K
|
15.3K
$355K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
38.7K+ 470.7% |
$842K - $900K
|
46.9K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
5.66K+ 2.21% |
$123K - $132K
|
261K
$6.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
125K+ 156.03% |
$2.73M - $2.91M
|
205K
$4.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-374- 1.32% |
$8.15K - $8.7K
|
28K
$650K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.71K+ 73.31% |
$146K - $156K
|
15.9K
$367K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
21.8K+ 12.95% |
$475K - $508K
|
190K
$4.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-83.1K- 48.74% |
$1.81M - $1.93M
|
87.4K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
57.2K+ 12.89% |
$1.25M - $1.33M
|
501K
$11.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-669- 4.05% |
$14.6K - $15.6K
|
15.9K
$367K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
445New |
$9.69K - $10.4K
|
445
$10.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
8.1K+ 194.5% |
$176K - $189K
|
12.3K
$284K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.94K+ 1.39% |
$41.3K - $44.6K
|
141K
$3.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.2K+ 16.45% |
$344K - $372K
|
115K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23.6K- 38.39% |
$502K - $542K
|
37.8K
$877K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-85- 23.48% |
$1.81K - $1.95K
|
277
$6.42K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
256K+ 316.86% |
$5.45M - $5.88M
|
337K
$7.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
10.1KNew |
$216K - $233K
|
10.1K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.2K- 0.22% |
$46.8K - $50.5K
|
987K
$22.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
165K+ 6478.9% |
$3.52M - $3.8M
|
168K
$3.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12KNew |
$255K - $276K
|
12K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-346- 1.88% |
$7.37K - $7.95K
|
18K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-318- 3.71% |
$6.77K - $7.31K
|
8.26K
$191K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.4K+ 14.89% |
$221K - $238K
|
79.9K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.19K- 0.78% |
$25.4K - $27.4K
|
151K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
115K+ 1023.11% |
$2.46M - $2.65M
|
127K
$2.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.24K+ 9.39% |
$26.4K - $28.5K
|
14.4K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.17K+ 0.88% |
$24.8K - $26.8K
|
133K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
13.2KNew |
$282K - $304K
|
13.2K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21KNew |
$447K - $482K
|
21K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
226New |
$4.81K - $5.19K
|
226
$5.24K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41.3K- 50.97% |
$879K - $949K
|
39.7K
$920K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-423- 3.72% |
$9.01K - $9.72K
|
11K
$254K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
159K+ 150.96% |
$3.39M - $3.66M
|
265K
$6.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-4.45K- 15.11% |
$94.8K - $102K
|
25K
$580K
|
|