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 |
---|---|---|---|---|---|---|---|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
57.3K+ 16.7% |
N/A
|
400K
$10.2M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
145K+ 125.35% |
N/A
|
260K
$6.63M
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-4.41K- 5.13% |
N/A
|
81.5K
$2.08M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.74K- 4.58% |
N/A
|
57K
$1.45M
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-75.5K- 26.54% |
N/A
|
209K
$5.32M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.16K- 7.16% |
N/A
|
15.1K
$384K
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
18.1KNew |
N/A
|
18.1K
$462K
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.97K+ 21.22% |
N/A
|
39.8K
$1.01M
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.94K+ 20.33% |
N/A
|
23.3K
$594K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
98.4K+ 9609.38% |
N/A
|
99.4K
$2.53M
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-6.97K- 27.04% |
N/A
|
18.8K
$479K
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
11.4KNew |
N/A
|
11.4K
$290K
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-40.8K- 18.54% |
N/A
|
179K
$4.57M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-147- 12.18% |
N/A
|
1.06K
$27K
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
9.01K+ 9.27% |
N/A
|
106K
$2.71M
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.29K- 3.16% |
N/A
|
39.6K
$1.01M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-24.6K- 0.88% |
N/A
|
2.76M
$70.4M
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
11.7K+ 8.21% |
N/A
|
155K
$3.95M
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.1K- 19.53% |
N/A
|
8.65K
$220K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-240K- 75.87% |
N/A
|
76.4K
$1.95M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
37.1K+ 110.7% |
N/A
|
70.7K
$1.8M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-100- 10.1% |
N/A
|
890
$22.7K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
52K+ 390.86% |
N/A
|
65.3K
$1.66M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51.7K+ 11.9% |
N/A
|
486K
$12.4M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.57K+ 72.13% |
N/A
|
15.7K
$400K
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
41.9K+ 215.83% |
N/A
|
61.3K
$1.56M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.1KNew |
N/A
|
23.1K
$590K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.33KNew |
N/A
|
3.33K
$84.9K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.15K+ 124.32% |
N/A
|
16.5K
$421K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.35K- 2.08% |
N/A
|
63.5K
$1.62M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
648K+ 33.83% |
N/A
|
2.56M
$65.4M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.83KNew |
N/A
|
2.83K
$72K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
82.2K+ 28.49% |
N/A
|
371K
$9.45M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.8K- 7.41% |
N/A
|
135K
$3.44M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14.2K- 8.04% |
N/A
|
163K
$4.15M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.75K- 7.99% |
N/A
|
20.1K
$514K
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
6K+ 15.51% |
N/A
|
44.7K
$1.14M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
274K+ 36.11% |
N/A
|
1.03M
$26.4M
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4K+ 9.73% |
N/A
|
45.1K
$1.15M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.49KNew |
N/A
|
9.49K
$242K
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.75K+ 7.57% |
N/A
|
67.5K
$1.72M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
159+ 0.5% |
N/A
|
32.2K
$822K
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.35K+ 16.55% |
N/A
|
23.6K
$601K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.07K+ 6.31% |
N/A
|
85.5K
$2.18M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
116K+ 14.68% |
N/A
|
903K
$23M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-60- 0.1% |
N/A
|
58.8K
$1.5M
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
53.1K+ 13.33% |
N/A
|
451K
$11.5M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.09K- 6.89% |
N/A
|
14.8K
$377K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-276- 0.17% |
N/A
|
158K
$4.03M
|