Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.06MNew |
$23.5M - $24.6M
|
1.06M
$23.9M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
403K+ 506.18% |
$8.96M - $9.38M
|
483K
$10.9M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
162K+ 87.63% |
$3.59M - $3.76M
|
346K
$7.83M
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
160KNew |
$3.56M - $3.72M
|
160K
$3.62M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
152KNew |
$3.38M - $3.54M
|
152K
$3.44M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
98.3KNew |
$2.19M - $2.29M
|
98.3K
$2.22M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
80.8KNew |
$1.8M - $1.88M
|
80.8K
$1.83M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
76.8K+ 267.19% |
$1.71M - $1.79M
|
105K
$2.39M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
66.4K+ 454.13% |
$1.48M - $1.54M
|
81K
$1.83M
|
|
Jul 29, 2024
Q2 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
62.1KNew |
$1.38M - $1.45M
|
62.1K
$1.41M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
57.4K+ 473.62% |
$1.28M - $1.34M
|
69.6K
$1.57M
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
47.1K+ 55.48% |
$1.05M - $1.1M
|
132K
$2.98M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.6K+ 114.95% |
$948K - $992K
|
79.7K
$1.8M
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
37.7K+ 10.48% |
$838K - $877K
|
397K
$8.99M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
36.8KNew |
$819K - $857K
|
36.8K
$833K
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
31.4KNew |
$699K - $732K
|
31.4K
$711K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
31.1K+ 39.69% |
$691K - $723K
|
109K
$2.48M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
28.6K+ 2.97% |
$635K - $665K
|
989K
$22.4M
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
28KNew |
$623K - $652K
|
28K
$634K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.6K+ 5.13% |
$525K - $549K
|
484K
$10.9M
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
22.5K+ 19.26% |
$501K - $524K
|
140K
$3.16M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.9K+ 116.94% |
$487K - $509K
|
40.6K
$918K
|
|
Aug 01, 2024
Q2 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
18.6K+ 2.07% |
$414K - $433K
|
919K
$20.8M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.4KNew |
$408K - $427K
|
18.4K
$415K
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
17.4KNew |
$388K - $406K
|
17.4K
$394K
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
16.8KNew |
$372K - $390K
|
16.8K
$379K
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
16.3K+ 111.89% |
$362K - $379K
|
30.8K
$697K
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
14.1KNew |
$314K - $328K
|
14.1K
$319K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.2K+ 27.49% |
$271K - $284K
|
56.6K
$1.28M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.3KNew |
$251K - $262K
|
11.3K
$255K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.4KNew |
$231K - $241K
|
10.4K
$235K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
8.58KNew |
$191K - $200K
|
8.58K
$194K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.6K+ 1.58% |
$102K - $107K
|
296K
$6.7M
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.48K+ 1.78% |
$99.6K - $104K
|
256K
$5.78M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.09KNew |
$90.9K - $95.2K
|
4.09K
$92.5K
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
2.73KNew |
$60.6K - $63.5K
|
2.73K
$61.7K
|
|
Aug 14, 2024
Q2 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
2.55KNew |
$56.7K - $59.3K
|
2.55K
$57.7K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.82KNew |
$40.5K - $42.4K
|
1.82K
$41.3K
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
789New |
$17.5K - $18.4K
|
789
$17.8K
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
497+ 3.91% |
$11K - $11.6K
|
13.2K
$299K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
249+ 220.35% |
$5.54K - $5.79K
|
362
$8.19K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
173New |
$3.85K - $4.03K
|
173
$3.91K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
98New |
$2.18K - $2.28K
|
98
$2.22K
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-258- 0.16% |
$5.74K - $6K
|
163K
$3.68M
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-529- 4.44% |
$11.8K - $12.3K
|
11.4K
$257K
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.96K- 6.06% |
$88.1K - $92.2K
|
61.4K
$1.39M
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-5.16K- 14.9% |
$115K - $120K
|
29.5K
$667K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.5K- 8.99% |
$299K - $313K
|
136K
$3.08M
|