Purchases and Sales Made in Q3 2023 in Hartford Fds Exchange Traded (HTAB)
This table provides information about the institutional ownership of Hartford Fds Exchange Traded (HTAB) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
327KNew |
$5.96M - $6.41M
|
327K
$6.33M
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
192K+ 209.48% |
$3.5M - $3.76M
|
284K
$5.49M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
167K+ 34.86% |
$3.04M - $3.27M
|
645K
$12.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
131K+ 16.73% |
$2.4M - $2.58M
|
917K
$17.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
91.3KNew |
$1.67M - $1.79M
|
91.3K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
72.3K+ 156.5% |
$1.32M - $1.42M
|
118K
$2.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48KNew |
$875K - $940K
|
48K
$929K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
45.7K+ 53.24% |
$835K - $897K
|
132K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.8K+ 6.95% |
$397K - $427K
|
335K
$6.49M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19K+ 14.18% |
$347K - $373K
|
153K
$2.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.6K+ 12.22% |
$320K - $344K
|
161K
$3.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.8K+ 146.65% |
$288K - $309K
|
26.5K
$514K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.9KNew |
$272K - $292K
|
14.9K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
12.3K+ 5.89% |
$224K - $240K
|
220K
$4.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
12KNew |
$219K - $236K
|
12K
$233K
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
11.5K+ 47.09% |
$210K - $226K
|
36K
$696K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.65K+ 65.3% |
$158K - $170K
|
21.9K
$424K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.14K+ 3.41% |
$130K - $140K
|
217K
$4.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.07K+ 47.45% |
$92.5K - $99.4K
|
15.8K
$305K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.19K+ 4.73% |
$58.3K - $62.6K
|
70.7K
$1.37M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2.65K+ 50.77% |
$48.4K - $52K
|
7.87K
$152K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.29KNew |
$23.5K - $25.3K
|
1.29K
$24.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
602+ 2.3% |
$11K - $11.8K
|
26.7K
$518K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
414+ 1.91% |
$7.56K - $8.12K
|
22.1K
$428K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
288+ 1.83% |
$5.26K - $5.65K
|
16K
$310K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-51- 0.07% |
$931 - $1K
|
73.1K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 3.39% |
$3.65K - $3.92K
|
5.7K
$110K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-258- 1.64% |
$4.71K - $5.06K
|
15.5K
$299K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.27K- 5.6% |
$41.4K - $44.5K
|
38.3K
$741K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.76K- 15.67% |
$86.9K - $93.3K
|
25.6K
$496K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-10.7K- 51.07% |
$195K - $210K
|
10.3K
$199K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-32.2K- 16.11% |
$587K - $631K
|
167K
$3.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-46.2K- 21.56% |
$843K - $905K
|
168K
$3.25M
|