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 |
|---|---|---|---|---|---|---|---|
|
Nov 24, 2025
Q3 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-12.9K- 15.28% |
$237K - $248K
|
71.6K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
165+ 0.45% |
$3.03K - $3.17K
|
36.7K
$707K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49.9K+ 8.02% |
$917K - $958K
|
672K
$12.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.4KNew |
$429K - $448K
|
23.4K
$449K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.5K- 48.72% |
$340K - $355K
|
19.5K
$375K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
57.7KNew |
$1.06M - $1.11M
|
57.7K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
146K+ 19.04% |
$2.68M - $2.8M
|
913K
$17.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8+ 6.84% |
$147 - $154
|
125
$2.41K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-8.31K- 1.47% |
$153K - $159K
|
556K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.4K- 7.12% |
$429K - $448K
|
305K
$5.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.1K+ 44.39% |
$149K - $155K
|
26.3K
$507K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-802K- 47.01% |
$14.7M - $15.4M
|
904K
$17.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.7K- 10.6% |
$601K - $628K
|
276K
$5.31M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
6.04K+ 27.14% |
$111K - $116K
|
28.3K
$545K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.38KNew |
$25.3K - $26.4K
|
1.38K
$26.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.3KNew |
$23.8K - $24.9K
|
1.3K
$24.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.01K+ 2.49% |
$37K - $38.6K
|
82.7K
$1.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22.4K- 15.81% |
$411K - $429K
|
119K
$2.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
780+ 12.65% |
$14.3K - $15K
|
6.95K
$134K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
514+ 2.22% |
$9.44K - $9.86K
|
23.7K
$456K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-785K- 81.93% |
$14.4M - $15.1M
|
173K
$3.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-24.1K- 47.91% |
$442K - $462K
|
26.2K
$504K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-745K- 33.62% |
$13.7M - $14.3M
|
1.47M
$28.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.9K- 20.45% |
$108K - $113K
|
22.9K
$442K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-882K- 95.23% |
$16.2M - $16.9M
|
44.2K
$850K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.5K- 72.95% |
$505K - $528K
|
10.2K
$196K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.3KNew |
$244K - $255K
|
13.3K
$256K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.16K- 35.33% |
$168K - $176K
|
16.8K
$323K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.55K+ 4.64% |
$175K - $183K
|
215K
$4.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
72.8K+ 46.3% |
$1.34M - $1.4M
|
230K
$4.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.6K+ 9.07% |
$1.15M - $1.2M
|
752K
$14.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
134K+ 37.29% |
$2.46M - $2.57M
|
494K
$9.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2K- 13.79% |
$36.7K - $38.4K
|
12.5K
$241K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
51.2K+ 7.18% |
$940K - $982K
|
764K
$14.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-3.23K- 0.69% |
$59.4K - $62K
|
466K
$8.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-630- 1.64% |
$11.6K - $12.1K
|
37.9K
$729K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.7K- 1.27% |
$31.2K - $32.5K
|
131K
$2.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.08M+ 144.89% |
$19.8M - $20.7M
|
1.82M
$35.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
1.43K+ 7.65% |
$26.3K - $27.5K
|
20.1K
$388K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
856+ 5.11% |
$15.7K - $16.4K
|
17.6K
$339K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.3K- 27.29% |
$465K - $486K
|
67.4K
$1.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.82M- 97.43% |
$33.4M - $34.9M
|
48K
$924K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-723- 3.01% |
$13.3K - $13.9K
|
23.3K
$449K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.83K+ 26.37% |
$181K - $189K
|
47.1K
$907K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
15.6K+ 9.89% |
$286K - $298K
|
173K
$3.33M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.92K- 4.22% |
$90.8K - $95K
|
112K
$2.15M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.1KNew |
$205K - $215K
|
11.1K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.55K+ 3.64% |
$83.9K - $87.8K
|
130K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
97+ 0.79% |
$1.79K - $1.87K
|
12.4K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
10.3KNew |
$190K - $199K
|
10.3K
$198K
|
|