Institutional Ownership Hartford Fds Exchange Traded (HTAB)
This table provides information about the institutional ownership of Hartford Fds Exchange Traded (HTAB). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $245 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,252,156
shares
|
$43.6 Million
0.02% of portfolio
|
Q3 2024
Added 44.44%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,031,671
shares
|
$20 Million
0.0% of portfolio
|
Q3 2024
Added 25.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
989,385
shares
|
$19.2 Million
0.01% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
881,304
shares
|
$17.1 Million
0.03% of portfolio
|
Q3 2024
Added 11.91%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
856,920
shares
|
$16.6 Million
0.01% of portfolio
|
Q3 2024
Added 14.8%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
755,505
shares
|
$14.6 Million
1.84% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
753,843
shares
|
$14.6 Million
0.02% of portfolio
|
Q3 2024
Added 12.3%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
599,321
shares
|
$11.6 Million
2.22% of portfolio
|
Q3 2024
Added 25.67%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
453,539
shares
|
$8.79 Million
5.66% of portfolio
|
Q3 2024
Added 16.55%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
438,735
shares
|
$8.5 Million
0.78% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
419,260
shares
|
$8.12 Million
1.27% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
414,974
shares
|
$8.04 Million
0.24% of portfolio
|
Q3 2024
Added 153.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
303,654
shares
|
$5.88 Million
0.01% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
239,284
shares
|
$4.63 Million
0.02% of portfolio
|
Q3 2024
Added 148.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
225,448
shares
|
$4.37 Million
0.01% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
193,848
shares
|
$3.75 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
177,051
shares
|
$3.43 Million
0.0% of portfolio
|
Q3 2024
Added 37.01%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
150,834
shares
|
$2.92 Million
1.6% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
141,197
shares
|
$2.73 Million
0.14% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
140,633
shares
|
$2.72 Million
0.07% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
138,354
shares
|
$2.68 Million
0.38% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
135,688
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
112,377
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2024
Added 180.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
86,529
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
63,972
shares
|
$1.24 Million
0.07% of portfolio
|
Q3 2024
Added 11.17%
|