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 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-400- 12.8% |
$8.71K - $9.31K
|
2.73K
$62.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-484- 1.74% |
$10.5K - $11.3K
|
27.4K
$628K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-524- 4.78% |
$11.4K - $12.2K
|
10.4K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-669- 4.05% |
$14.6K - $15.6K
|
15.9K
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-854- 5.28% |
$18.6K - $19.9K
|
15.3K
$352K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-940- 2.48% |
$20.5K - $21.9K
|
36.9K
$847K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.62K- 1.9% |
$35.2K - $37.6K
|
83.6K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.37K- 16.27% |
$51.7K - $55.2K
|
12.2K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.69K- 10.76% |
$58.7K - $62.7K
|
22.3K
$512K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-6.48K- 78.49% |
$141K - $151K
|
1.78K
$40.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.59K- 2.12% |
$209K - $223K
|
442K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-14.3K- 1.45% |
$312K - $334K
|
973K
$22.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.5K- 7.94% |
$752K - $804K
|
400K
$9.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-77.3K- 96.75% |
$1.68M - $1.8M
|
2.6K
$59.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-83.1K- 48.74% |
$1.81M - $1.93M
|
87.4K
$2.01M
|