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 |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
35K+ 21.0% |
$774K - $888K
|
202K
$4.9M
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
10.3KNew |
$229K - $262K
|
10.3K
$251K
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
341+ 2.21% |
$7.55K - $8.66K
|
15.8K
$383K
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
61.6KNew |
$1.36M - $1.56M
|
61.6K
$1.5M
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
SELL
|
- |
-20.2K- 77.22% |
$446K - $512K
|
5.94K
$145K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
166New |
$3.67K - $4.21K
|
166
$4.04K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
13K+ 25.56% |
$287K - $329K
|
63.8K
$1.55M
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-29.7K- 32.64% |
$656K - $753K
|
61.2K
$1.49M
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
18.7K+ 3.41% |
$414K - $474K
|
566K
$13.8M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11.6K+ 23.05% |
$256K - $294K
|
61.8K
$1.5M
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
592+ 0.23% |
$13.2K - $14.2K
|
262K
$6.37M
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
35.8K+ 48.87% |
$795K - $860K
|
109K
$2.65M
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.5K- 33.18% |
$367K - $397K
|
33.2K
$808K
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
16.7KNew |
$372K - $402K
|
16.7K
$407K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
131KNew |
$2.9M - $3.14M
|
131K
$3.18M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.03K+ 299.13% |
$22.9K - $24.8K
|
1.38K
$33.5K
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.21K+ 40.18% |
$116K - $125K
|
18.2K
$442K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30.3K- 70.07% |
$674K - $729K
|
13K
$315K
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-772- 2.75% |
$17.2K - $18.6K
|
27.3K
$664K
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
76.2KNew |
$1.69M - $1.83M
|
76.2K
$1.85M
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-28.5K- 14.88% |
$632K - $684K
|
163K
$3.96M
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.86KNew |
$63.6K - $68.8K
|
2.86K
$69.6K
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.23MNew |
$27.4M - $29.6M
|
1.23M
$29.9M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-377- 2.08% |
$8.38K - $9.07K
|
17.7K
$431K
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
9.75K+ 0.93% |
$217K - $234K
|
1.06M
$25.9M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-23.5K- 56.96% |
$523K - $566K
|
17.8K
$432K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.48K+ 0.25% |
$55.1K - $59.6K
|
975K
$23.7M
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
251+ 0.17% |
$5.58K - $6.04K
|
151K
$3.66M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-649Closed |
$14.4K - $15.6K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.64KNew |
$125K - $136K
|
5.64K
$137K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
230K+ 31.57% |
$5.12M - $5.54M
|
960K
$23.3M
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.21K+ 11.05% |
$93.5K - $101K
|
42.3K
$1.03M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.2K+ 2316.75% |
$427K - $462K
|
20.1K
$488K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.97K+ 1.3% |
$43.7K - $47.3K
|
153K
$3.72M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
250+ 9.17% |
$5.56K - $6.01K
|
2.98K
$72.4K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-108K- 29.69% |
$2.4M - $2.6M
|
256K
$6.22M
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-4.5K- 20.16% |
$100K - $108K
|
17.8K
$434K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.05K+ 228.08% |
$90.1K - $97.5K
|
5.83K
$142K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.2K+ 4.54% |
$404K - $437K
|
419K
$10.2M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.5K+ 8.65% |
$366K - $396K
|
207K
$5.03M
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
1.31K+ 295.28% |
$29.2K - $31.6K
|
1.76K
$42.8K
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
102KNew |
$2.27M - $2.46M
|
102K
$2.49M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.08KNew |
$68.4K - $74K
|
3.08K
$74.8K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.34K+ 7.75% |
$119K - $128K
|
74.3K
$1.81M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
421New |
$9.36K - $10.1K
|
421
$10.2K
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
48.9K+ 267.86% |
$1.09M - $1.18M
|
67.1K
$1.63M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26KNew |
$579K - $626K
|
26K
$633K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.6K- 13.09% |
$35.5K - $38.5K
|
10.6K
$258K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-81.8K- 78.81% |
$1.82M - $1.97M
|
22K
$535K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.71K- 4.91% |
$194K - $209K
|
169K
$4.1M
|