Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
884KNew |
$18.5M - $20.7M
|
884K
$20M
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
169KNew |
$3.54M - $3.95M
|
169K
$3.82M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
148K+ 1346.73% |
$3.1M - $3.47M
|
159K
$3.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
145KNew |
$3.03M - $3.39M
|
145K
$3.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
112K+ 29.28% |
$2.35M - $2.63M
|
496K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
65.9KNew |
$1.38M - $1.54M
|
65.9K
$1.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
47.5KNew |
$995K - $1.11M
|
47.5K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.5KNew |
$491K - $549K
|
23.5K
$531K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.4KNew |
$448K - $501K
|
21.4K
$484K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.6KNew |
$307K - $343K
|
14.6K
$331K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
14.5KNew |
$305K - $340K
|
14.5K
$329K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
14.4K+ 24.77% |
$302K - $337K
|
72.7K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12KNew |
$251K - $281K
|
12K
$271K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
10.6KNew |
$222K - $248K
|
10.6K
$239K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
10KNew |
$210K - $234K
|
10K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.68KNew |
$203K - $226K
|
9.68K
$219K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
7.58K+ 2.65% |
$159K - $177K
|
294K
$6.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.22K+ 16.27% |
$109K - $122K
|
37.3K
$843K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.49K+ 39.34% |
$73.1K - $81.7K
|
12.4K
$280K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.28K+ 68.92% |
$26.7K - $29.8K
|
3.13K
$70.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
736+ 2.56% |
$15.4K - $17.2K
|
29.5K
$667K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
109New |
$2.28K - $2.55K
|
109
$2.47K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
106New |
$2.22K - $2.48K
|
106
$2.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5- 0.08% |
$105 - $117
|
6.62K
$150K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.77K- 23.13% |
$79K - $88.2K
|
12.5K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.85K- 20.04% |
$80.5K - $90K
|
15.3K
$347K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.38K- 5.43% |
$196K - $219K
|
163K
$3.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-19K- 50.42% |
$398K - $444K
|
18.7K
$422K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-65.3K- 42.15% |
$1.37M - $1.53M
|
89.7K
$2.03M
|