Purchases and Sales Made in Q1 2024 in Hartford Fds Exchange Traded (HTAB)
This table provides information about the institutional ownership of Hartford Fds Exchange Traded (HTAB) during Q1 2024. The information is specifically focused on institutions that hold shares of HARTFORD FDS EXCHANGE TRADED.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
258K+ 37.51% |
$5.01M - $5.11M
|
946K
$18.3M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
238KNew |
$4.61M - $4.71M
|
238K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
233KNew |
$4.52M - $4.62M
|
233K
$4.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
223K+ 36.05% |
$4.32M - $4.41M
|
841K
$16.3M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
212KNew |
$4.1M - $4.19M
|
212K
$4.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
161KNew |
$3.13M - $3.2M
|
161K
$3.12M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
145K+ 25.71% |
$2.8M - $2.86M
|
707K
$13.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
122KNew |
$2.37M - $2.42M
|
122K
$2.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
89.7K+ 10.99% |
$1.74M - $1.78M
|
906K
$17.5M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
88.6K+ 49.95% |
$1.72M - $1.75M
|
266K
$5.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
54.8K+ 19.02% |
$1.06M - $1.08M
|
343K
$6.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
45.7K+ 13.9% |
$885K - $904K
|
374K
$7.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
22.5KNew |
$437K - $446K
|
22.5K
$436K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
18.5K+ 4.94% |
$358K - $366K
|
393K
$7.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.2K+ 51.38% |
$353K - $360K
|
53.6K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.1KNew |
$352K - $359K
|
18.1K
$351K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
17.9KNew |
$347K - $355K
|
17.9K
$347K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16.6KNew |
$321K - $328K
|
16.6K
$320K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
13.4KNew |
$259K - $265K
|
13.4K
$259K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.9K+ 9.4% |
$251K - $256K
|
150K
$2.91M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.8KNew |
$230K - $235K
|
11.8K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10KNew |
$195K - $199K
|
10K
$194K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.99K+ 67.2% |
$194K - $198K
|
24.9K
$481K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8K+ 38.24% |
$155K - $158K
|
28.9K
$560K
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.95K+ 15.71% |
$115K - $118K
|
43.8K
$848K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.92K+ 40.55% |
$115K - $117K
|
20.5K
$397K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
5.58K+ 3.1% |
$108K - $110K
|
185K
$3.59M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.4K+ 20.84% |
$105K - $107K
|
31.3K
$606K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.82K+ 19.27% |
$93.5K - $95.5K
|
29.9K
$578K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.46K+ 1.96% |
$67.1K - $68.5K
|
180K
$3.48M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.89K+ 5.41% |
$36.6K - $37.4K
|
36.8K
$712K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.5K+ 20.55% |
$29.1K - $29.7K
|
8.8K
$170K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.02K+ 17.43% |
$19.8K - $20.3K
|
6.89K
$133K
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
739+ 1.08% |
$14.3K - $14.6K
|
69.4K
$1.34M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
617+ 0.89% |
$12K - $12.2K
|
70K
$1.35M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
572+ 3.32% |
$11.1K - $11.3K
|
17.8K
$344K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
545New |
$10.6K - $10.8K
|
545
$10.5K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
312+ 2.77% |
$6.05K - $6.18K
|
11.6K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
39+ 0.86% |
$756 - $772
|
4.59K
$88.8K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-61- 98.39% |
$1.18K - $1.21K
|
1
$19.4
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-116- 0.38% |
$2.25K - $2.3K
|
30.2K
$584K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-263- 0.18% |
$5.1K - $5.21K
|
149K
$2.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-294- 0.76% |
$5.7K - $5.82K
|
38.2K
$739K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.01K- 15.6% |
$19.7K - $20.1K
|
5.49K
$106K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.52K- 0.67% |
$29.5K - $30.1K
|
227K
$4.39M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.7K- 1.28% |
$33K - $33.7K
|
132K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.64K- 2.63% |
$70.6K - $72.1K
|
135K
$2.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.81K- 2.75% |
$73.9K - $75.4K
|
135K
$2.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.8K- 7.12% |
$132K - $135K
|
88.8K
$1.72M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-29.5K- 35.52% |
$572K - $585K
|
53.6K
$1.04M
|