Purchases and Sales Made in Q1 2023 in Harbor ETF Tr All Weather Infl (HGER)
This table provides information about the institutional ownership of Harbor ETF Tr All Weather Infl (HGER) during Q1 2023. The information is specifically focused on institutions that hold shares of HARBOR ETF TR ALL WEATHER INFL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.6K+ 8.29% |
$668K - $732K
|
413K
$9.34M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
29.7K+ 28.05% |
$627K - $687K
|
135K
$3.06M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
24.6KNew |
$520K - $570K
|
24.6K
$556K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
21.6K+ 17.2% |
$456K - $500K
|
147K
$3.33M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.71K+ 24.42% |
$78.5K - $86K
|
18.9K
$428K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.5K+ 7.55% |
$52.8K - $57.8K
|
35.5K
$804K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
790+ 2.96% |
$16.7K - $18.3K
|
27.5K
$622K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
219+ 2.38% |
$4.63K - $5.07K
|
9.4K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-108- 1.41% |
$2.28K - $2.5K
|
7.53K
$170K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-327- 39.54% |
$6.91K - $7.57K
|
500
$11.3K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.19K- 4.92% |
$25.1K - $27.5K
|
23K
$520K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.53K- 6.96% |
$32.3K - $35.4K
|
20.4K
$462K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.07K- 89.89% |
$192K - $210K
|
1.02K
$23.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-44.9K- 48.49% |
$949K - $1.04M
|
47.7K
$1.08M
|