Latest Institutional Transactions on Hartford Fds Exchange Traded (HTAB)
This table provides information on the latest institutional transactions involving Hartford Fds Exchange Traded (HTAB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16.6KNew |
$321K - $328K
|
16.6K
$320K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
238KNew |
$4.61M - $4.71M
|
238K
$4.59M
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
617+ 0.89% |
$12K - $12.2K
|
70K
$1.35M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10KNew |
$195K - $199K
|
10K
$194K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.7K- 1.28% |
$33K - $33.7K
|
132K
$2.54M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.01K- 15.6% |
$19.7K - $20.1K
|
5.49K
$106K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
145K+ 25.71% |
$2.8M - $2.86M
|
707K
$13.6M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.1KNew |
$352K - $359K
|
18.1K
$350K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.2K+ 51.38% |
$353K - $360K
|
53.6K
$1.03M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
233KNew |
$4.52M - $4.62M
|
233K
$4.5M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
212KNew |
$4.1M - $4.19M
|
212K
$4.09M
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
39+ 0.86% |
$756 - $772
|
4.59K
$88.7K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
312+ 2.77% |
$6.05K - $6.18K
|
11.6K
$223K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.64K- 2.63% |
$70.6K - $72.1K
|
135K
$2.6M
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
13.4KNew |
$259K - $265K
|
13.4K
$258K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.52K- 0.67% |
$29.5K - $30.1K
|
227K
$4.38M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.46K+ 1.96% |
$67.1K - $68.5K
|
180K
$3.47M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-116- 0.38% |
$2.25K - $2.3K
|
30.2K
$583K
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8K+ 38.24% |
$155K - $158K
|
28.9K
$558K
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.95K+ 15.71% |
$115K - $118K
|
43.8K
$846K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.4K+ 20.84% |
$105K - $107K
|
31.3K
$605K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
5.58K+ 3.1% |
$108K - $110K
|
185K
$3.58M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-76.1K- 20.0% |
$1.48M - $1.51M
|
304K
$5.88M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
88.6K+ 49.95% |
$1.72M - $1.75M
|
266K
$5.13M
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-263- 0.18% |
$5.1K - $5.21K
|
149K
$2.87M
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
572+ 3.32% |
$11.1K - $11.3K
|
17.8K
$344K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.8KNew |
$230K - $235K
|
11.8K
$229K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
545New |
$10.6K - $10.8K
|
545
$10.5K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.92K+ 40.55% |
$115K - $117K
|
20.5K
$397K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.89K+ 5.41% |
$36.6K - $37.4K
|
36.8K
$711K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-294- 0.76% |
$5.7K - $5.82K
|
38.2K
$737K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.99K+ 67.2% |
$194K - $198K
|
24.9K
$480K
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
161KNew |
$3.13M - $3.2M
|
161K
$3.12M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.5K+ 20.55% |
$29.1K - $29.7K
|
8.8K
$170K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.2K- 19.71% |
$664K - $678K
|
139K
$2.69M
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
54.8K+ 19.02% |
$1.06M - $1.08M
|
343K
$6.62M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.02K+ 17.43% |
$19.8K - $20.3K
|
6.89K
$133K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.8K- 7.12% |
$132K - $135K
|
88.8K
$1.71M
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
122KNew |
$2.37M - $2.42M
|
122K
$2.36M
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
22.5KNew |
$437K - $446K
|
22.5K
$435K
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
45.7K+ 13.9% |
$885K - $904K
|
374K
$7.23M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
223K+ 36.05% |
$4.32M - $4.41M
|
841K
$16.2M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
89.7K+ 10.99% |
$1.74M - $1.78M
|
906K
$17.5M
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
258K+ 37.51% |
$5.01M - $5.11M
|
946K
$18.3M
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.81K- 2.75% |
$73.9K - $75.4K
|
135K
$2.6M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.9K+ 9.4% |
$251K - $256K
|
150K
$2.9M
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
18.5K+ 4.94% |
$358K - $366K
|
393K
$7.59M
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
17.9KNew |
$347K - $355K
|
17.9K
$346K
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.93K+ 13.28% |
$52.1K - $58.2K
|
25K
$483K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
71.9KNew |
$1.28M - $1.43M
|
71.9K
$1.39M
|