Latest Institutional Transactions on Harbor ETF Tr Harbor Long Term (WINN)
This table provides information on the latest institutional transactions involving Harbor ETF Tr Harbor Long Term (WINN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
760KNew |
N/A
|
760K
$19.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-27.7K- 50.57% |
N/A
|
27.1K
$691K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.53K+ 19.19% |
N/A
|
21.9K
$558K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.65K+ 68.77% |
N/A
|
13.9K
$354K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-36.7K- 25.78% |
N/A
|
106K
$2.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
19.2KNew |
N/A
|
19.2K
$490K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-28.7K- 15.78% |
N/A
|
153K
$3.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.42K- 7.28% |
N/A
|
69K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.64K+ 3.12% |
N/A
|
54.3K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
13.2KNew |
N/A
|
13.2K
$337K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
200New |
N/A
|
200
$5.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
2.71K+ 2.04% |
N/A
|
136K
$3.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
45.1K+ 12.85% |
N/A
|
396K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-6.81K- 0.6% |
N/A
|
1.13M
$28.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.98K+ 32.35% |
N/A
|
24.4K
$623K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
562KNew |
N/A
|
562K
$14.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.24K+ 14.06% |
N/A
|
26.3K
$670K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-164K- 40.81% |
N/A
|
238K
$6.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-7.13K- 42.98% |
N/A
|
9.46K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
16.8K+ 4.42% |
N/A
|
398K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.77K- 0.36% |
N/A
|
767K
$19.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
104K+ 54.65% |
N/A
|
295K
$7.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.53K+ 25.53% |
N/A
|
17.4K
$443K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
16KNew |
N/A
|
16K
$407K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.45K+ 24.75% |
N/A
|
22.4K
$572K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
5.38K+ 6.5% |
N/A
|
88.2K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.28K+ 10.45% |
N/A
|
55.8K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
255+ 1.51% |
N/A
|
17.2K
$438K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.63KNew |
N/A
|
7.63K
$195K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
9.42K+ 87.14% |
N/A
|
20.2K
$516K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
584+ 1.11% |
N/A
|
53.1K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.82K- 6.52% |
N/A
|
97.7K
$2.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
34.8KNew |
N/A
|
34.8K
$888K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17.9K- 0.7% |
N/A
|
2.53M
$64.6M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
24.9K+ 24.58% |
$634K - $634K
|
126K
$3.22M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
834+ 0.57% |
$21.3K - $21.3K
|
147K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
293K+ 1692.12% |
$7.47M - $7.47M
|
310K
$7.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
30.3K+ 339.87% |
$773K - $773K
|
39.3K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6+ 0.02% |
$153 - $153
|
32K
$816K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-72.1K- 26.32% |
$1.84M - $1.84M
|
202K
$5.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.48K- 97.12% |
$165K - $165K
|
192
$4.89K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.22K+ 14.74% |
$31.2K - $31.2K
|
9.53K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
24.6K+ 10.7% |
$626K - $626K
|
254K
$6.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
82.1KNew |
$2.09M - $2.09M
|
82.1K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.2K+ 9328.32% |
$949K - $949K
|
37.6K
$959K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.3K- 43.39% |
$289K - $289K
|
14.8K
$377K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-19.9K- 56.55% |
$508K - $508K
|
15.3K
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.24K+ 3.21% |
$133K - $133K
|
169K
$4.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.1K+ 10.62% |
$360K - $360K
|
147K
$3.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
5.45K+ 418.91% |
$139K - $139K
|
6.75K
$172K
|
|