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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-36.1K- 68.52% |
$921K - $921K
|
16.6K
$423K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38.5K- 5.83% |
$982K - $982K
|
623K
$15.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
104K+ 129.8% |
$2.66M - $2.66M
|
185K
$4.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
84.1K+ 32.97% |
$2.14M - $2.14M
|
339K
$8.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.13K+ 21.82% |
$105K - $105K
|
23K
$587K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.28K+ 41.49% |
$134K - $134K
|
18K
$459K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-65.4K- 31.47% |
$1.67M - $1.67M
|
142K
$3.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
193K+ 102.33% |
$4.91M - $4.91M
|
381K
$9.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-634- 0.35% |
$16.2K - $16.2K
|
182K
$4.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
42+ 0.39% |
$1.07K - $1.07K
|
10.8K
$276K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
22.7K+ 37.77% |
$578K - $578K
|
82.8K
$2.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.74K- 3.32% |
$44.2K - $44.2K
|
50.5K
$1.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
12.8K+ 1.14% |
$327K - $327K
|
1.14M
$28.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$25.5 - $25.5
|
10.1K
$257K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
289+ 41.29% |
$6.29K - $7.37K
|
989
$25.2K
|
|
|
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 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
|
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
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
8.1KNew |
$176K - $207K
|
8.1K
$206K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.5KNew |
$32.6K - $38.3K
|
1.5K
$38.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
600+ 240.0% |
$13.1K - $15.3K
|
850
$21.7K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
430New |
$8.63K - $10.2K
|
430
$11K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
909New |
$18.2K - $21.5K
|
909
$23.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.05KNew |
$41.1K - $48.5K
|
2.05K
$52.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
16.4KNew |
$328K - $387K
|
16.4K
$417K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
21.1KNew |
$424K - $501K
|
21.1K
$539K
|
|
| Q4 2023 | |||||||
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.3KNew |
$383K - $463K
|
22.3K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39.3KNew |
$675K - $817K
|
39.3K
$1M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.09K- 29.95% |
$18.7K - $22.6K
|
2.54K
$64.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.8KNew |
$331K - $361K
|
18.8K
$478K
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
16KNew |
$283K - $309K
|
16K
$409K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.61KNew |
$87.9K - $98.9K
|
6.61K
$168K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.6KNew |
$220K - $248K
|
16.6K
$422K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
60New |
$851 - $1.01K
|
60
$1.53K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
153K+ 15.46% |
$2.17M - $2.58M
|
1.14M
$29.1M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-53.3KClosed |
$722K - $1.04M
|
0
$0
|
|