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 53 institutions that hold shares in the stock, with a total of 7.94 Million shares, which have been reported (via 13F filing form) to have a value of $153 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Amplius Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
946,364
shares
|
$18.3 Million
2.26% of portfolio
|
Q1 2024
Added 37.51%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
905,730
shares
|
$17.5 Million
0.01% of portfolio
|
Q1 2024
Added 10.99%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
840,660
shares
|
$16.2 Million
0.02% of portfolio
|
Q1 2024
Added 36.05%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
706,756
shares
|
$13.6 Million
0.0% of portfolio
|
Q1 2024
Added 25.71%
|
|
E Rn Financial, LLC
|
Apr 15, 2024 Q1 2024 |
392,883
shares
|
$7.59 Million
1.34% of portfolio
|
Q1 2024
Added 4.94%
|
|
Main Street Financial Solutions, LLC
|
Apr 22, 2024 Q1 2024 |
374,208
shares
|
$7.23 Million
0.76% of portfolio
|
Q1 2024
Added 13.9%
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 29, 2024 Q1 2024 |
342,780
shares
|
$6.62 Million
5.02% of portfolio
|
Q1 2024
Added 19.02%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
304,413
shares
|
$5.88 Million
0.01% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
265,889
shares
|
$5.13 Million
0.0% of portfolio
|
Q1 2024
Added 49.95%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
237,814
shares
|
$4.59 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
233,141
shares
|
$4.5 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
211,680
shares
|
$4.09 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
185,351
shares
|
$3.58 Million
0.01% of portfolio
|
Q1 2024
Added 3.1%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
179,948
shares
|
$3.47 Million
0.0% of portfolio
|
Q1 2024
Added 1.96%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 30, 2024 Q1 2024 |
161,422
shares
|
$3.12 Million
0.51% of portfolio
|
Q1 2024
New holding
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
150,323
shares
|
$2.9 Million
0.1% of portfolio
|
Q1 2024
Added 9.4%
|
|
Element Wealth, LLC
|
May 09, 2024 Q1 2024 |
148,642
shares
|
$2.87 Million
1.71% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
139,499
shares
|
$2.69 Million
0.0% of portfolio
|
Q1 2024
Reduced 19.71%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 16, 2024 Q1 2024 |
134,677
shares
|
$2.6 Million
0.15% of portfolio
|
Q1 2024
Reduced 2.75%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
134,650
shares
|
$2.6 Million
0.08% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
131,624
shares
|
$2.54 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
Iag Wealth Partners, LLC
|
Apr 24, 2024 Q1 2024 |
122,215
shares
|
$2.36 Million
0.52% of portfolio
|
Q1 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
88,755
shares
|
$1.71 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.12%
|
|
Independent Wealth Network Inc.
|
May 20, 2024 Q1 2024 |
70,011
shares
|
$1.35 Million
0.67% of portfolio
|
Q1 2024
Added 0.89%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
53,594
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2024
Added 51.38%
|