Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
256K+ 316.86% |
$5.45M - $5.88M
|
337K
$7.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
165K+ 6478.9% |
$3.52M - $3.8M
|
168K
$3.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
159K+ 150.96% |
$3.39M - $3.66M
|
265K
$5.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
115K+ 1023.11% |
$2.46M - $2.65M
|
127K
$2.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
112K+ 197.73% |
$2.38M - $2.57M
|
169K
$3.81M
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
102K+ 11.09% |
$2.17M - $2.34M
|
1.02M
$23.1M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
72.5K+ 6.85% |
$1.54M - $1.67M
|
1.13M
$25.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
54.9KNew |
$1.17M - $1.26M
|
54.9K
$1.24M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
46.7K+ 11.75% |
$994K - $1.07M
|
444K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
27.8KNew |
$593K - $640K
|
27.8K
$630K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21KNew |
$447K - $482K
|
21K
$475K
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
18.1K+ 29.08% |
$385K - $415K
|
80.2K
$1.81M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.2K+ 16.45% |
$344K - $372K
|
115K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
13.2KNew |
$282K - $304K
|
13.2K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12KNew |
$255K - $276K
|
12K
$271K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
11.9K+ 38.68% |
$254K - $274K
|
42.7K
$967K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
10.5K+ 6.58% |
$224K - $242K
|
171K
$3.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.4K+ 14.89% |
$221K - $238K
|
79.9K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
10.1KNew |
$216K - $233K
|
10.1K
$229K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.15KNew |
$195K - $210K
|
9.15K
$207K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8.22KNew |
$175K - $189K
|
8.22K
$186K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.33K+ 2.14% |
$135K - $145K
|
303K
$6.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.32K+ 13.75% |
$92.1K - $99.4K
|
35.8K
$809K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.07K+ 14.63% |
$44K - $47.5K
|
16.2K
$366K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.94K+ 1.39% |
$41.3K - $44.6K
|
141K
$3.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
1.44K+ 52.68% |
$30.6K - $33K
|
4.17K
$94.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.24K+ 9.39% |
$26.4K - $28.5K
|
14.4K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.17K+ 0.88% |
$24.8K - $26.8K
|
133K
$3.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
907New |
$19.3K - $20.8K
|
907
$20.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
540+ 495.41% |
$11.5K - $12.4K
|
649
$14.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
389+ 1.39% |
$8.28K - $8.94K
|
28.4K
$643K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
306+ 0.12% |
$6.51K - $7.03K
|
256K
$5.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
226New |
$4.81K - $5.19K
|
226
$5.11K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
104New |
$2.21K - $2.39K
|
104
$2.35K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
43New |
$915 - $988
|
43
$973
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-85- 23.48% |
$1.81K - $1.95K
|
277
$6.27K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-104- 1.0% |
$2.21K - $2.39K
|
10.3K
$232K
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-230- 1.37% |
$4.9K - $5.29K
|
16.5K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-318- 3.71% |
$6.77K - $7.31K
|
8.26K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-346- 1.88% |
$7.37K - $7.95K
|
18K
$408K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-423- 3.72% |
$9.01K - $9.72K
|
11K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.19K- 0.78% |
$25.4K - $27.4K
|
151K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.2K- 0.22% |
$46.8K - $50.5K
|
987K
$22.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.85K- 16.37% |
$60.8K - $65.6K
|
14.6K
$330K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-4.45K- 15.11% |
$94.8K - $102K
|
25K
$566K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.5K- 14.35% |
$416K - $449K
|
117K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23.6K- 38.39% |
$502K - $542K
|
37.8K
$856K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31.1K- 6.44% |
$662K - $714K
|
452K
$10.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41.3K- 50.97% |
$879K - $949K
|
39.7K
$898K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-48.6K- 10.06% |
$1.04M - $1.12M
|
435K
$9.84M
|