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 |
---|---|---|---|---|---|---|---|
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
|
|
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
|
|
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
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
277+ 122.57% |
$6.03K - $6.45K
|
503
$12.2K
|
|
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 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
60New |
$1.31K - $1.4K
|
60
$1.46K
|
|
Q3 2024 | |||||||
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.2K+ 16.45% |
$344K - $372K
|
115K
$2.79M
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
13.2KNew |
$282K - $304K
|
13.2K
$322K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12KNew |
$255K - $276K
|
12K
$292K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.33K+ 2.14% |
$135K - $145K
|
303K
$7.36M
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.24K+ 9.39% |
$26.4K - $28.5K
|
14.4K
$351K
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.17K+ 0.88% |
$24.8K - $26.8K
|
133K
$3.24M
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
104New |
$2.21K - $2.39K
|
104
$2.53K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
43New |
$915 - $988
|
43
$1.05K
|
|
Q2 2024 | |||||||
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
36.8KNew |
$819K - $857K
|
36.8K
$896K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.9K+ 116.94% |
$487K - $509K
|
40.6K
$987K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.09KNew |
$90.9K - $95.2K
|
4.09K
$99.5K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.82KNew |
$40.5K - $42.4K
|
1.82K
$44.4K
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
789New |
$17.5K - $18.4K
|
789
$19.2K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
98New |
$2.18K - $2.28K
|
98
$2.38K
|
|
Q4 2023 | |||||||
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
47.5KNew |
$995K - $1.11M
|
47.5K
$1.16M
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12KNew |
$251K - $281K
|
12K
$292K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
106New |
$2.22K - $2.48K
|
106
$2.58K
|
|
Q3 2023 | |||||||
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
226+ 1.15% |
$4.82K - $5.35K
|
19.8K
$482K
|
|
Q2 2023 | |||||||
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
2.65KNew |
$54.9K - $60.5K
|
2.65K
$64.4K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
219+ 2.38% |
$4.63K - $5.07K
|
9.4K
$229K
|
|
Q4 2022 | |||||||
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
9.18KNew |
$189K - $205K
|
9.18K
$223K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
700New |
$14.4K - $15.7K
|
700
$17K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
56.7KNew |
$1.11M - $1.28M
|
56.7K
$1.38M
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.52KNew |
$187K - $214K
|
9.52K
$231K
|
|
Q1 2022 | |||||||
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4KNew |
$80.1K - $103K
|
4K
$97.3K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100New |
$2K - $2.56K
|
100
$2.43K
|