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 |
---|---|---|---|---|---|---|---|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.62K+ 5.78% |
$35.3K - $41.3K
|
29.7K
$757K
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
8.31KNew |
$181K - $212K
|
8.31K
$212K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
35.2KNew |
$766K - $899K
|
35.2K
$898K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.3KNew |
$377K - $441K
|
17.3K
$441K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-3.2K- 20.51% |
$69.6K - $81.6K
|
12.4K
$316K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
192+ 2.96% |
$4.18K - $4.9K
|
6.67K
$170K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.71K+ 19.3% |
$58.9K - $69.1K
|
16.8K
$427K
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
29.3K+ 2.18% |
$637K - $747K
|
1.37M
$35M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.6K- 6.75% |
$229K - $269K
|
146K
$3.72M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-50- 0.02% |
$1.09K - $1.28K
|
274K
$6.98M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
399New |
$8.68K - $10.2K
|
399
$10.2K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.13K- 19.02% |
$133K - $156K
|
26.1K
$665K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.67K- 14.72% |
$210K - $247K
|
56K
$1.43M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.4K- 21.03% |
$770K - $902K
|
133K
$3.39M
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1.03K- 5.14% |
$22.4K - $26.3K
|
19K
$484K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
47.8K+ 3.13% |
$1.04M - $1.22M
|
1.58M
$40.2M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10+ 0.03% |
$218 - $255
|
32K
$816K
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
61.2K+ 152.71% |
$1.33M - $1.56M
|
101K
$2.58M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
15.7K+ 7.34% |
$341K - $400K
|
230K
$5.85M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
522+ 5.86% |
$11.4K - $13.3K
|
9.43K
$240K
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.93KNew |
$194K - $228K
|
8.93K
$228K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-710- 0.88% |
$15.4K - $18.1K
|
80.1K
$2.04M
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
349K+ 87.27% |
$7.59M - $8.9M
|
749K
$19.1M
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
8.1KNew |
$176K - $207K
|
8.1K
$206K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.97K+ 1.85% |
$64.6K - $75.8K
|
163K
$4.16M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.47KNew |
$184K - $216K
|
8.47K
$216K
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
11.2KNew |
$243K - $285K
|
11.2K
$285K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
121K+ 65.92% |
$2.63M - $3.08M
|
304K
$7.74M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.13M+ 36.91% |
$24.5M - $28.7M
|
4.17M
$106M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
14.6K+ 4.58% |
$317K - $372K
|
333K
$8.48M
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
12.7KNew |
$277K - $324K
|
12.7K
$324K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
122K+ 22.63% |
$2.65M - $3.11M
|
661K
$16.9M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.5KNew |
$32.6K - $38.3K
|
1.5K
$38.2K
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.3K- 12.76% |
$49.9K - $58.5K
|
15.7K
$400K
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
346KNew |
$7.52M - $8.81M
|
346K
$8.81M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-753- 4.24% |
$16.4K - $19.2K
|
17K
$433K
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
BUY
|
- |
188KNew |
$4.1M - $4.8M
|
188K
$4.8M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.02K- 15.0% |
$196K - $230K
|
51.1K
$1.3M
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.71K+ 10.27% |
$37.2K - $43.6K
|
18.4K
$468K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.28K+ 49.94% |
$115K - $135K
|
15.9K
$404K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.72K+ 85.56% |
$190K - $222K
|
18.9K
$482K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
1.12MNew |
$24.4M - $28.6M
|
1.12M
$28.6M
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
53.1K+ 47.36% |
$1.15M - $1.35M
|
165K
$4.21M
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
12.1KNew |
$263K - $309K
|
12.1K
$308K
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
45.1K+ 52.78% |
$981K - $1.15M
|
130K
$3.33M
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
18.7K+ 55.19% |
$408K - $478K
|
52.7K
$1.34M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
34K+ 272.28% |
$739K - $866K
|
46.4K
$1.18M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
72.1K+ 39.43% |
$1.57M - $1.84M
|
255K
$6.5M
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.35K+ 4.7% |
$51K - $59.8K
|
52.3K
$1.33M
|