Purchases and Sales Made in Q4 2023 in Hartford Fds Exchange Traded (HTAB)
This table provides information about the institutional ownership of Hartford Fds Exchange Traded (HTAB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
768K+ 1601.57% |
$13.6M - $15.2M
|
816K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
562KNew |
$9.98M - $11.1M
|
562K
$10.9M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
374KNew |
$6.65M - $7.42M
|
374K
$7.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
149KNew |
$2.64M - $2.95M
|
149K
$2.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
137KNew |
$2.44M - $2.72M
|
137K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
71.9KNew |
$1.28M - $1.43M
|
71.9K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
61K+ 36.41% |
$1.08M - $1.21M
|
228K
$4.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.9K+ 49.75% |
$1.05M - $1.17M
|
177K
$3.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
47K+ 51.54% |
$835K - $933K
|
138K
$2.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45.7K+ 13.64% |
$811K - $906K
|
381K
$7.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
43K+ 6.67% |
$764K - $853K
|
688K
$13.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
20.9KNew |
$371K - $415K
|
20.9K
$405K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.5K+ 13.36% |
$363K - $406K
|
174K
$3.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
17.2KNew |
$306K - $342K
|
17.2K
$333K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
14.6KNew |
$259K - $290K
|
14.6K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.88K+ 33.46% |
$158K - $176K
|
35.4K
$685K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.84K+ 5.19% |
$121K - $136K
|
138K
$2.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.55KNew |
$80.8K - $90.3K
|
4.55K
$88.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
4.47K+ 1.58% |
$79.4K - $88.7K
|
288K
$5.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.02K+ 18.37% |
$71.4K - $79.8K
|
25.9K
$502K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.58K+ 13.4% |
$63.6K - $71K
|
30.3K
$587K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.93K+ 13.28% |
$52.1K - $58.2K
|
25K
$484K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.42K+ 59.12% |
$42.9K - $47.9K
|
6.5K
$126K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.91K+ 5.31% |
$33.9K - $37.8K
|
37.9K
$733K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.81K+ 0.55% |
$32.1K - $35.9K
|
329K
$6.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.6K+ 28.07% |
$28.4K - $31.7K
|
7.3K
$141K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
731+ 6.09% |
$13K - $14.5K
|
12.7K
$247K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
432New |
$7.67K - $8.57K
|
432
$8.36K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
221+ 0.58% |
$3.92K - $4.38K
|
38.5K
$745K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-61- 98.39% |
$1.08K - $1.21K
|
1
$19.4
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-585- 3.79% |
$10.4K - $11.6K
|
14.9K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.29K- 99.92% |
$22.8K - $25.5K
|
1
$19.4
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-2K- 25.41% |
$35.5K - $39.7K
|
5.87K
$114K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.07K- 2.93% |
$36.7K - $41K
|
68.7K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.51K- 28.59% |
$80K - $89.3K
|
11.3K
$218K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-34.7K- 20.65% |
$616K - $688K
|
133K
$2.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-38.2K- 52.25% |
$678K - $758K
|
34.9K
$676K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.2K- 18.55% |
$713K - $797K
|
176K
$3.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-40.7K- 18.44% |
$722K - $806K
|
180K
$3.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-65.7K- 40.73% |
$1.17M - $1.3M
|
95.6K
$1.85M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-299K- 32.6% |
$5.3M - $5.93M
|
618K
$12M
|