Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
251KNew |
$5.13M - $5.56M
|
251K
$5.68M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
194K+ 25.3% |
$3.97M - $4.3M
|
961K
$21.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
133K+ 83.29% |
$2.71M - $2.93M
|
292K
$6.6M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
107K+ 1067.77% |
$2.19M - $2.37M
|
117K
$2.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
66K+ 22.48% |
$1.35M - $1.46M
|
360K
$8.14M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
65.4KNew |
$1.34M - $1.45M
|
65.4K
$1.48M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
58.3K+ 272.24% |
$1.19M - $1.29M
|
79.7K
$1.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
39.8K+ 27.52% |
$814K - $882K
|
185K
$4.17M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
34.6KNew |
$708K - $767K
|
34.6K
$783K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.7KNew |
$383K - $414K
|
18.7K
$423K
|
|
|
May 01, 2024
Q1 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
16.3K+ 1.85% |
$334K - $362K
|
900K
$20.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
13.3KNew |
$273K - $295K
|
13.3K
$302K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.12K+ 19.11% |
$146K - $158K
|
44.4K
$1M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.67K+ 7.8% |
$116K - $125K
|
78.3K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.51K+ 83.34% |
$113K - $122K
|
12.1K
$274K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.33K+ 12.61% |
$27.3K - $29.5K
|
11.9K
$269K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
334+ 2.7% |
$6.83K - $7.39K
|
12.7K
$287K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
113New |
$2.31K - $2.5K
|
113
$2.56K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$20.5 - $22.1
|
1
$22.6
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-731- 4.76% |
$14.9K - $16.2K
|
14.6K
$331K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-750- 2.54% |
$15.3K - $16.6K
|
28.7K
$650K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-847- 6.76% |
$17.3K - $18.8K
|
11.7K
$264K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-4.86K- 5.41% |
$99.3K - $107K
|
84.8K
$1.92M
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-5.96K- 3.53% |
$122K - $132K
|
163K
$3.69M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.8K- 8.44% |
$282K - $305K
|
150K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-28.8K- 43.71% |
$589K - $638K
|
37.1K
$839K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36.2K- 7.29% |
$740K - $801K
|
460K
$10.4M
|