Latest Institutional Sells of Hartford Fds Exchange Traded (HTAB)
This list provides information on the latest institutional transactions involving Hartford Fds Exchange Traded (HTAB) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-535K- 19.47% |
$9.87M - $10.3M
|
2.22M
$41.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-218K- 18.56% |
$4.03M - $4.22M
|
958K
$17.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-195K- 10.25% |
$3.6M - $3.77M
|
1.71M
$31.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-38.7K- 15.85% |
$714K - $748K
|
206K
$3.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.2K- 3.25% |
$428K - $448K
|
690K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.6K- 2.86% |
$417K - $436K
|
767K
$14.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-21.1K- 55.72% |
$389K - $407K
|
16.7K
$312K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-20.2K- 35.15% |
$373K - $390K
|
37.3K
$694K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-19.6K- 2.68% |
$362K - $379K
|
713K
$13.3M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-17.6K- 18.01% |
$325K - $340K
|
80.1K
$1.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-15.4K- 10.34% |
$283K - $297K
|
133K
$2.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-14K- 14.2% |
$258K - $270K
|
84.5K
$1.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-13.1K- 2.72% |
$242K - $254K
|
469K
$8.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.8K- 11.25% |
$217K - $227K
|
92.7K
$1.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11.4K- 33.05% |
$211K - $221K
|
23.2K
$431K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-10.3K- 46.84% |
$189K - $198K
|
11.6K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-9.98K- 1.74% |
$184K - $193K
|
564K
$10.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7.53K- 4.57% |
$139K - $145K
|
157K
$2.93M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.54K- 97.93% |
$102K - $107K
|
117
$2.18K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.92K- 4.22% |
$90.8K - $95K
|
112K
$2.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.91K- 3.03% |
$90.6K - $94.9K
|
157K
$2.93M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-4.6K- 24.08% |
$84.8K - $88.8K
|
14.5K
$270K
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.88K- 6.97% |
$53.1K - $55.7K
|
38.5K
$716K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.76K- 8.81% |
$32.5K - $34K
|
18.2K
$340K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-719- 10.44% |
$13.3K - $13.9K
|
6.17K
$115K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-87- 53.37% |
$1.6K - $1.68K
|
76
$1.41K
|
|
| Q4 2024 | |||||||
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2.56K- 20.26% |
$49.3K - $50.9K
|
10.1K
$187K
|
|
| 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
$140K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.52K- 0.67% |
$29.5K - $30.1K
|
227K
$4.22M
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-10.7K- 51.07% |
$195K - $210K
|
10.3K
$191K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-108K- 95.26% |
$2.07M - $2.15M
|
5.37K
$99.9K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-116- 0.98% |
$2.22K - $2.3K
|
11.7K
$218K
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-6.3K- 75.9% |
$114K - $122K
|
2K
$37.2K
|
|
| 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 | |||||||
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-9.38KClosed |
$199K - $203K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-802Closed |
$17K - $17.4K
|
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
|
|