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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
441K+ 59.99% |
$8.36M - $8.65M
|
1.18M
$21.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
311+ 0.06% |
$5.89K - $6.1K
|
482K
$8.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-88.8K- 5.0% |
$1.68M - $1.74M
|
1.69M
$31.1M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-153K- 46.44% |
$2.96M - $3.05M
|
177K
$3.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
125KNew |
$2.41M - $2.49M
|
125K
$2.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
500New |
$9.63K - $9.94K
|
500
$9.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.82K+ 35.23% |
$170K - $175K
|
33.9K
$625K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.01K+ 7.81% |
$19.5K - $20.1K
|
13.9K
$257K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2.56K- 20.26% |
$49.3K - $50.9K
|
10.1K
$186K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
32.7KNew |
$631K - $651K
|
32.7K
$604K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.48K+ 3.88% |
$47.8K - $49.3K
|
66.5K
$1.23M
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
55.9KNew |
$1.08M - $1.11M
|
55.9K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.6K+ 21.8% |
$127K - $131K
|
36.9K
$680K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
2.76K+ 26.74% |
$53K - $54.8K
|
13.1K
$241K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
43.2K+ 4.56% |
$831K - $859K
|
989K
$18.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
82.6K+ 12.3% |
$1.59M - $1.64M
|
754K
$13.9M
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.3K- 14.77% |
$24.8K - $25.4K
|
7.5K
$138K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.26KNew |
$119K - $123K
|
6.26K
$116K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.61K+ 2.31% |
$30.8K - $31.6K
|
71.6K
$1.32M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.52K- 0.67% |
$29.5K - $30.1K
|
227K
$4.19M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
545New |
$10.6K - $10.8K
|
545
$10.1K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
17.9KNew |
$347K - $355K
|
17.9K
$330K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
71.9KNew |
$1.28M - $1.43M
|
71.9K
$1.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
731+ 6.09% |
$13K - $14.5K
|
12.7K
$235K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
288+ 1.83% |
$5.26K - $5.65K
|
16K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.9KNew |
$272K - $292K
|
14.9K
$275K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-10.7K- 51.07% |
$195K - $210K
|
10.3K
$189K
|
|
| Q2 2023 | |||||||
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-116- 0.98% |
$2.22K - $2.3K
|
11.7K
$217K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
80.8KNew |
$1.55M - $1.6M
|
80.8K
$1.49M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-108K- 95.26% |
$2.07M - $2.15M
|
5.37K
$99.1K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.76MNew |
$33.6M - $34.9M
|
1.76M
$32.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.28KNew |
$24.3K - $25.3K
|
1.28K
$23.5K
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-6.3K- 75.9% |
$114K - $122K
|
2K
$36.9K
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-41.6KClosed |
$791K - $833K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-14.1KClosed |
$282K - $300K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-582Closed |
$11.6K - $12.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-802Closed |
$17K - $17.4K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-9.38KClosed |
$199K - $203K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.3KClosed |
$265K - $268K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.12KClosed |
$154K - $155K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-488KClosed |
$10.5M - $10.7M
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
F3 Logic, LLC
|
SELL
|
- |
-106KClosed |
$2.28M - $2.32M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 21, 2020
Q3 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-9.62KClosed |
$208K - $211K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-4.48KClosed |
$87.6K - $95.9K
|
0
$0
|
|