Purchases and Sales Made in Q4 2024 in Hartford Fds Exchange Traded (HTAB)
This table provides information about the institutional ownership of Hartford Fds Exchange Traded (HTAB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.02M+ 134.97% |
$19.6M - $20.3M
|
1.78M
$34.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
231K+ 119.4% |
$4.46M - $4.6M
|
425K
$8.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
84.4K+ 9.58% |
$1.63M - $1.68M
|
966K
$18.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
32.7KNew |
$631K - $651K
|
32.7K
$631K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
28.6K+ 6.3% |
$550K - $568K
|
482K
$9.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22.5K+ 5.43% |
$434K - $448K
|
438K
$8.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
21.9KNew |
$421K - $435K
|
21.9K
$422K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17.8K+ 92.07% |
$343K - $354K
|
37.2K
$717K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.84K+ 5.56% |
$151K - $156K
|
149K
$2.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.22K+ 19.35% |
$81.2K - $83.8K
|
26K
$502K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.84K+ 7.57% |
$54.8K - $56.5K
|
40.4K
$779K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.48K+ 3.88% |
$47.8K - $49.3K
|
66.5K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.13K+ 8.94% |
$41K - $42.3K
|
26K
$501K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-296- 1.0% |
$5.7K - $5.88K
|
29.3K
$564K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2.56K- 20.26% |
$49.3K - $50.9K
|
10.1K
$194K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-59.9K- 43.28% |
$1.15M - $1.19M
|
78.5K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-317K- 75.71% |
$6.11M - $6.31M
|
102K
$1.96M
|