Latest Institutional Purchases of Hartford Fds Exchange Traded (HTAB)
This list provides information on the latest institutional transactions involving Hartford Fds Exchange Traded (HTAB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
882K+ 2006.42% |
$16.3M - $17M
|
926K
$17.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
223K+ 55.9% |
$4.12M - $4.31M
|
623K
$11.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
188K+ 33.87% |
$3.47M - $3.63M
|
744K
$13.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
181K+ 10.7% |
$3.33M - $3.49M
|
1.87M
$34.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
57K+ 18.84% |
$1.05M - $1.1M
|
359K
$6.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
54.1K+ 19.76% |
$997K - $1.04M
|
328K
$6.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
50.7KNew |
$935K - $979K
|
50.7K
$943K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.7K+ 22.18% |
$473K - $496K
|
141K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.8K+ 188.64% |
$458K - $480K
|
38K
$707K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18K+ 28.68% |
$332K - $347K
|
80.7K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
12.2K+ 31.95% |
$224K - $235K
|
50.2K
$934K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.1KNew |
$205K - $215K
|
11.1K
$207K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.7KNew |
$197K - $206K
|
10.7K
$199K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
10.3KNew |
$190K - $199K
|
10.3K
$192K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
10.3KNew |
$190K - $199K
|
10.3K
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.17K+ 33.5% |
$169K - $177K
|
36.5K
$680K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.24K+ 31.73% |
$115K - $121K
|
25.9K
$482K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.21K+ 1.58% |
$96K - $101K
|
336K
$6.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.55K+ 3.64% |
$83.9K - $87.8K
|
130K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
4.3K+ 29.87% |
$79.4K - $83.1K
|
18.7K
$348K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.99K+ 1.94% |
$55.1K - $57.7K
|
157K
$2.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.9K+ 5.31% |
$35.1K - $36.7K
|
37.7K
$702K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.04K+ 3.74% |
$19.2K - $20.1K
|
28.8K
$537K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.01K+ 4.75% |
$18.6K - $19.5K
|
22.3K
$414K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
668+ 2.24% |
$12.3K - $12.9K
|
30.5K
$568K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
195+ 0.82% |
$3.6K - $3.77K
|
24K
$447K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
97+ 0.79% |
$1.79K - $1.87K
|
12.4K
$231K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12+ 0.11% |
$221 - $232
|
11.2K
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
36.7KNew |
$695K - $719K
|
36.7K
$683K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$247K - $256K
|
13.1K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
$208K - $215K
|
11K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.64KNew |
$31K - $32.1K
|
1.64K
$30.5K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
435New |
$8.24K - $8.53K
|
435
$8.1K
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
32.7KNew |
$631K - $651K
|
32.7K
$609K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.82K+ 35.23% |
$170K - $175K
|
33.9K
$630K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.01K+ 7.81% |
$19.5K - $20.1K
|
13.9K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
500New |
$9.63K - $9.94K
|
500
$9.31K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
82.6K+ 12.3% |
$1.59M - $1.64M
|
754K
$14M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
55.9KNew |
$1.08M - $1.11M
|
55.9K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
43.2K+ 4.56% |
$831K - $859K
|
989K
$18.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.6K+ 21.8% |
$127K - $131K
|
36.9K
$686K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
2.76K+ 26.74% |
$53K - $54.8K
|
13.1K
$243K
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.26KNew |
$119K - $123K
|
6.26K
$117K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.61K+ 2.31% |
$30.8K - $31.6K
|
71.6K
$1.33M
|
|
| Q1 2024 | |||||||
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
17.9KNew |
$347K - $355K
|
17.9K
$333K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
545New |
$10.6K - $10.8K
|
545
$10.1K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
71.9KNew |
$1.28M - $1.43M
|
71.9K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
731+ 6.09% |
$13K - $14.5K
|
12.7K
$237K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.9KNew |
$272K - $292K
|
14.9K
$278K
|
|