Latest Institutional Purchases of Harbor ETF Tr All Weather Infl (HGER)
This list provides information on the latest institutional transactions involving Harbor ETF Tr All Weather Infl (HGER) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
61.6KNew |
$1.36M - $1.56M
|
61.6K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
35K+ 21.0% |
$774K - $888K
|
202K
$4.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
18.7K+ 3.41% |
$414K - $474K
|
566K
$13.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
13K+ 25.56% |
$287K - $329K
|
63.8K
$1.55M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11.6K+ 23.05% |
$256K - $294K
|
61.8K
$1.5M
|
|
|
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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
166New |
$3.67K - $4.21K
|
166
$4.04K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.23MNew |
$27.4M - $29.6M
|
1.23M
$29.9M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
285KNew |
$6.34M - $6.86M
|
285K
$6.94M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
230K+ 31.57% |
$5.12M - $5.54M
|
960K
$23.3M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
150KNew |
$3.32M - $3.6M
|
150K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
131KNew |
$2.9M - $3.14M
|
131K
$3.18M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
102KNew |
$2.27M - $2.46M
|
102K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
76.2KNew |
$1.69M - $1.83M
|
76.2K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
48.9K+ 267.86% |
$1.09M - $1.18M
|
67.1K
$1.63M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
35.8K+ 48.87% |
$795K - $860K
|
109K
$2.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
28.9K+ 201.54% |
$643K - $695K
|
43.3K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26KNew |
$579K - $626K
|
26K
$633K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
21.3KNew |
$474K - $512K
|
21.3K
$518K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.2K+ 2316.75% |
$427K - $462K
|
20.1K
$488K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
18.8KNew |
$419K - $453K
|
18.8K
$458K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.2K+ 4.54% |
$404K - $437K
|
419K
$10.2M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
16.7KNew |
$372K - $402K
|
16.7K
$407K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.5K+ 8.65% |
$366K - $396K
|
207K
$5.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
15.8KNew |
$351K - $380K
|
15.8K
$384K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
12.5K+ 6.06% |
$277K - $300K
|
218K
$5.3M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
11.8K+ 22.02% |
$263K - $285K
|
65.6K
$1.6M
|
|
|
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
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.64KNew |
$125K - $136K
|
5.64K
$137K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.34K+ 7.75% |
$119K - $128K
|
74.3K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.21K+ 40.18% |
$116K - $125K
|
18.2K
$442K
|
|
|
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 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.05K+ 228.08% |
$90.1K - $97.5K
|
5.83K
$142K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.04K+ 30.71% |
$89.7K - $97K
|
17.2K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.08KNew |
$68.4K - $74K
|
3.08K
$74.8K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.86KNew |
$63.6K - $68.8K
|
2.86K
$69.6K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.48K+ 0.25% |
$55.1K - $59.6K
|
975K
$23.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.11K+ 6.89% |
$46.9K - $50.7K
|
32.8K
$797K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.97K+ 1.3% |
$43.7K - $47.3K
|
153K
$3.72M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
1.31K+ 295.28% |
$29.2K - $31.6K
|
1.76K
$42.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.19K+ 1.66% |
$26.5K - $28.6K
|
72.8K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.03K+ 299.13% |
$22.9K - $24.8K
|
1.38K
$33.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
721+ 1.95% |
$16K - $17.3K
|
37.6K
$915K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
679+ 3.23% |
$15.1K - $16.3K
|
21.7K
$527K
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
592+ 0.23% |
$13.2K - $14.2K
|
262K
$6.37M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
421New |
$9.36K - $10.1K
|
421
$10.2K
|
|
|
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 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
250+ 9.17% |
$5.56K - $6.01K
|
2.98K
$72.4K
|
|
| Q4 2024 | |||||||
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.05MNew |
$23M - $24.5M
|
1.05M
$25.6M
|
|