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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
285KNew |
$6.34M - $6.86M
|
285K
$6.94M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-2.28K- 18.47% |
$50.7K - $54.9K
|
10.1K
$245K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-8.63K- 12.58% |
$192K - $207K
|
59.9K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-4.12K- 16.49% |
$91.7K - $99.2K
|
20.9K
$508K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.97K- 2.35% |
$43.7K - $47.3K
|
81.7K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
150KNew |
$3.32M - $3.6M
|
150K
$3.64M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
11.8K+ 22.02% |
$263K - $285K
|
65.6K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-79.4K- 5.41% |
$1.77M - $1.91M
|
1.39M
$33.7M
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-10.9K- 0.94% |
$243K - $263K
|
1.15M
$28M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
679+ 3.23% |
$15.1K - $16.3K
|
21.7K
$527K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.19K+ 1.66% |
$26.5K - $28.6K
|
72.8K
$1.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.2K- 16.16% |
$360K - $389K
|
84K
$2.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
721+ 1.95% |
$16K - $17.3K
|
37.6K
$915K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-274- 1.0% |
$6.09K - $6.59K
|
27.1K
$659K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
28.9K+ 201.54% |
$643K - $695K
|
43.3K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
21.3KNew |
$474K - $512K
|
21.3K
$518K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-964- 8.39% |
$21.4K - $23.2K
|
10.5K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-38.1K- 13.6% |
$846K - $915K
|
242K
$5.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
18.8KNew |
$419K - $453K
|
18.8K
$458K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.04K+ 30.71% |
$89.7K - $97K
|
17.2K
$418K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-115K- 25.91% |
$2.55M - $2.76M
|
328K
$7.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
12.5K+ 6.06% |
$277K - $300K
|
218K
$5.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.11K+ 6.89% |
$46.9K - $50.7K
|
32.8K
$797K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
15.8KNew |
$351K - $380K
|
15.8K
$384K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-347- 2.19% |
$7.71K - $8.35K
|
15.5K
$377K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-107K- 96.67% |
$2.32M - $2.48M
|
3.68K
$89.5K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
277+ 122.57% |
$6.03K - $6.45K
|
503
$12.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
5.49K+ 1980.87% |
$120K - $128K
|
5.76K
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.46K+ 2575.14% |
$97K - $104K
|
4.63K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
60New |
$1.31K - $1.4K
|
60
$1.46K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
249New |
$5.42K - $5.79K
|
249
$6.06K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
130New |
$2.83K - $3.03K
|
130
$3.16K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-524- 4.78% |
$11.4K - $12.2K
|
10.4K
$254K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.34K+ 3.05% |
$50.9K - $54.4K
|
79.1K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
446+ 49.17% |
$9.71K - $10.4K
|
1.35K
$32.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.05MNew |
$23M - $24.5M
|
1.05M
$25.6M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.2K+ 16.45% |
$344K - $372K
|
115K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12KNew |
$255K - $276K
|
12K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
13.2KNew |
$282K - $304K
|
13.2K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.17K+ 0.88% |
$24.8K - $26.8K
|
133K
$3.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.24K+ 9.39% |
$26.4K - $28.5K
|
14.4K
$351K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-104- 1.0% |
$2.21K - $2.39K
|
10.3K
$250K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
104New |
$2.21K - $2.39K
|
104
$2.53K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.5K- 14.35% |
$416K - $449K
|
117K
$2.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.33K+ 2.14% |
$135K - $145K
|
303K
$7.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
43New |
$915 - $988
|
43
$1.05K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.9K+ 116.94% |
$487K - $509K
|
40.6K
$987K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
98New |
$2.18K - $2.28K
|
98
$2.38K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
36.8KNew |
$819K - $857K
|
36.8K
$896K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.09KNew |
$90.9K - $95.2K
|
4.09K
$99.5K
|
|