Purchases and Sales Made in Q2 2024 in Hartford Fds Exchange Traded (HTAB)
This table provides information about the institutional ownership of Hartford Fds Exchange Traded (HTAB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.29M+ 486.43% |
$24.7M - $25.3M
|
1.56M
$30.2M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
602K+ 324.89% |
$11.5M - $11.8M
|
788K
$15.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
567K+ 314.82% |
$10.8M - $11.1M
|
746K
$14.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
355K+ 290.23% |
$6.76M - $6.94M
|
477K
$9.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
114K+ 16.15% |
$2.18M - $2.23M
|
821K
$15.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
46.4K+ 13.53% |
$884K - $907K
|
389K
$7.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.5K+ 4.47% |
$771K - $792K
|
946K
$18.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
37.1K+ 9.9% |
$706K - $725K
|
411K
$7.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
35.5K+ 772.18% |
$676K - $693K
|
40K
$775K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
31.1KNew |
$593K - $609K
|
31.1K
$602K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.5K+ 55.09% |
$563K - $578K
|
83.1K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
24.7KNew |
$470K - $483K
|
24.7K
$477K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20.7K+ 56.31% |
$395K - $405K
|
57.5K
$1.11M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
19.4K+ 4.95% |
$370K - $380K
|
412K
$7.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.3K+ 10.27% |
$273K - $280K
|
154K
$2.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.3K+ 8.83% |
$253K - $260K
|
164K
$3.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.4K+ 63.11% |
$218K - $224K
|
29.6K
$573K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
10.3KNew |
$196K - $202K
|
10.3K
$199K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
10.2K+ 86.11% |
$194K - $199K
|
22K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.64K+ 29.88% |
$165K - $169K
|
37.6K
$727K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.43K+ 50.92% |
$161K - $165K
|
25K
$483K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.74K+ 34.37% |
$148K - $151K
|
30.3K
$586K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.46K+ 8.41% |
$142K - $146K
|
96.2K
$1.86M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.26KNew |
$119K - $123K
|
6.26K
$121K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.44K+ 44.19% |
$84.6K - $86.8K
|
14.5K
$280K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3.28K+ 47.61% |
$62.6K - $64.2K
|
10.2K
$197K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.95K+ 1.31% |
$37.2K - $38.2K
|
151K
$2.91M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.88K+ 6.3% |
$35.8K - $36.8K
|
31.7K
$614K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.61K+ 2.31% |
$30.8K - $31.6K
|
71.6K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.19K+ 3.79% |
$22.6K - $23.2K
|
32.5K
$629K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.14K+ 2.97% |
$21.6K - $22.2K
|
39.3K
$761K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
349New |
$6.65K - $6.83K
|
349
$6.75K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
211+ 1.58% |
$4.02K - $4.13K
|
13.6K
$263K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
144+ 0.7% |
$2.74K - $2.82K
|
20.7K
$400K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
99+ 0.86% |
$1.89K - $1.94K
|
11.7K
$226K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
61+ 6100.0% |
$1.16K - $1.19K
|
62
$1.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
61+ 6100.0% |
$1.16K - $1.19K
|
62
$1.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
45+ 0.25% |
$858 - $880
|
17.8K
$345K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
26+ 0.1% |
$496 - $509
|
24.9K
$481K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
6New |
$114 - $117
|
6
$116
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-560- 10.21% |
$10.7K - $11K
|
4.93K
$95.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.08K- 3.58% |
$20.6K - $21.1K
|
29.1K
$564K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.3K- 14.77% |
$24.8K - $25.4K
|
7.5K
$145K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.22K- 1.65% |
$42.3K - $43.4K
|
132K
$2.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.37K- 5.42% |
$45.2K - $46.4K
|
41.4K
$802K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.4K- 1.82% |
$45.7K - $46.9K
|
129K
$2.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.54K- 3.37% |
$86.4K - $88.7K
|
130K
$2.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.6K- 5.13% |
$298K - $305K
|
289K
$5.59M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24K- 10.11% |
$458K - $470K
|
214K
$4.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-35.5K- 21.98% |
$676K - $694K
|
126K
$2.44M
|