Purchases and Sales Made in Q3 2024 in Hartford Fds Exchange Traded (HTAB)
This table provides information about the institutional ownership of Hartford Fds Exchange Traded (HTAB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
693K+ 44.44% |
$13.3M - $13.8M
|
2.25M
$43.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
251K+ 153.67% |
$4.84M - $5M
|
415K
$8.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
211K+ 25.68% |
$4.06M - $4.19M
|
1.03M
$20M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
194KNew |
$3.73M - $3.86M
|
194K
$3.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
143K+ 148.69% |
$2.75M - $2.85M
|
239K
$4.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
122K+ 25.67% |
$2.36M - $2.44M
|
599K
$11.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
110K+ 14.8% |
$2.13M - $2.2M
|
857K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
93.8K+ 11.91% |
$1.8M - $1.87M
|
881K
$17.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
82.6K+ 12.3% |
$1.59M - $1.64M
|
754K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
72.3K+ 180.65% |
$1.39M - $1.44M
|
112K
$2.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
64.4K+ 16.55% |
$1.24M - $1.28M
|
454K
$8.78M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
55.9KNew |
$1.08M - $1.11M
|
55.9K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47.8K+ 37.01% |
$920K - $952K
|
177K
$3.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
43.2K+ 4.56% |
$831K - $859K
|
989K
$19.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
27.5K+ 6.68% |
$528K - $547K
|
439K
$8.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
19K+ 5446.42% |
$366K - $378K
|
19.4K
$375K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.9K+ 5.14% |
$286K - $296K
|
304K
$5.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.8K+ 102.4% |
$285K - $295K
|
29.3K
$567K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
12.8K+ 94.15% |
$246K - $255K
|
26.4K
$511K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12.4K+ 9.85% |
$239K - $247K
|
138K
$2.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
11.7K+ 1.57% |
$225K - $233K
|
756K
$14.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.7K+ 5.46% |
$225K - $232K
|
225K
$4.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.5K+ 8.08% |
$202K - $209K
|
141K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.94K+ 40.3% |
$191K - $198K
|
34.6K
$670K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.74K+ 6.6% |
$168K - $174K
|
141K
$2.73M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
6.95K+ 1.68% |
$134K - $138K
|
419K
$8.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.64K+ 16.89% |
$128K - $132K
|
46K
$889K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.6K+ 21.8% |
$127K - $131K
|
36.9K
$713K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.43K+ 11.17% |
$124K - $128K
|
64K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.5K+ 8866.13% |
$106K - $109K
|
5.56K
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.96K+ 66000.0% |
$76.2K - $78.8K
|
3.97K
$76.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.41K+ 4.1% |
$65.6K - $67.9K
|
86.5K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.76K+ 27.13% |
$53.1K - $54.9K
|
12.9K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
2.76K+ 26.74% |
$53K - $54.8K
|
13.1K
$253K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.04K+ 6.42% |
$39.2K - $40.6K
|
33.8K
$654K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.78K+ 8.06% |
$34.2K - $35.4K
|
23.8K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.2K+ 3.86% |
$23.1K - $23.9K
|
32.3K
$625K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.11K+ 5.34% |
$21.3K - $22K
|
21.8K
$422K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
659+ 2.65% |
$12.7K - $13.1K
|
25.5K
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
656+ 2.02% |
$12.6K - $13.1K
|
33.2K
$642K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
482+ 9.78% |
$9.27K - $9.59K
|
5.41K
$105K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
469+ 4.02% |
$9.02K - $9.33K
|
12.1K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
422+ 1.45% |
$8.12K - $8.4K
|
29.5K
$572K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
238+ 0.16% |
$4.58K - $4.74K
|
151K
$2.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
51+ 0.2% |
$981 - $1.01K
|
25K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.51K- 6.05% |
$48.3K - $49.9K
|
38.9K
$753K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-5.22K- 29.23% |
$100K - $104K
|
12.6K
$244K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.1K- 11.79% |
$349K - $361K
|
136K
$2.63M
|