Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
1.16MNew |
$25.3M - $27M
|
1.16M
$27.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.05MNew |
$23M - $24.5M
|
1.05M
$24.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
729KNew |
$15.9M - $17M
|
729K
$17.1M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
336K+ 29.73% |
$7.32M - $7.82M
|
1.47M
$34.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
125K+ 156.03% |
$2.73M - $2.91M
|
205K
$4.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
104KNew |
$2.26M - $2.41M
|
104K
$2.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
68.9KNew |
$1.5M - $1.6M
|
68.9K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
57.2K+ 12.89% |
$1.25M - $1.33M
|
501K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
54.2KNew |
$1.18M - $1.26M
|
54.2K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
38.7K+ 470.7% |
$842K - $900K
|
46.9K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
33.1K+ 3.25% |
$722K - $771K
|
1.05M
$24.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.2K+ 8.07% |
$592K - $632K
|
364K
$8.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
21.8K+ 12.95% |
$475K - $508K
|
190K
$4.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
18.2KNew |
$397K - $425K
|
18.2K
$428K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
16.8K+ 30.56% |
$365K - $390K
|
71.6K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
14.3KNew |
$312K - $334K
|
14.3K
$337K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
13.1KNew |
$286K - $306K
|
13.1K
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
11.5KNew |
$250K - $267K
|
11.5K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
11.1K+ 25.88% |
$241K - $257K
|
53.8K
$1.26M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
8.1K+ 194.5% |
$176K - $189K
|
12.3K
$288K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.71K+ 73.31% |
$146K - $156K
|
15.9K
$372K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
5.66K+ 2.21% |
$123K - $132K
|
261K
$6.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.34K+ 3.05% |
$50.9K - $54.4K
|
79.1K
$1.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.32K+ 6.47% |
$50.4K - $53.9K
|
38.1K
$894K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
830New |
$18.1K - $19.3K
|
830
$19.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
446+ 49.17% |
$9.71K - $10.4K
|
1.35K
$31.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
445New |
$9.69K - $10.4K
|
445
$10.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-374- 1.32% |
$8.15K - $8.7K
|
28K
$658K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-484- 1.74% |
$10.5K - $11.3K
|
27.4K
$642K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-524- 4.78% |
$11.4K - $12.2K
|
10.4K
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-669- 4.05% |
$14.6K - $15.6K
|
15.9K
$372K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-854- 5.28% |
$18.6K - $19.9K
|
15.3K
$360K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.62K- 1.9% |
$35.2K - $37.6K
|
83.6K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.59K- 2.12% |
$209K - $223K
|
442K
$10.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-77.3K- 96.75% |
$1.68M - $1.8M
|
2.6K
$61K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-83.1K- 48.74% |
$1.81M - $1.93M
|
87.4K
$2.05M
|