Latest Institutional Purchases of Harbor ETF Tr Harbor Long Term (WINN)
This list provides information on the latest institutional transactions involving Harbor ETF Tr Harbor Long Term (WINN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.3K+ 119.39% |
N/A
|
33.6K
$856K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.1KNew |
N/A
|
17.1K
$435K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14KNew |
N/A
|
14K
$356K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7.37KNew |
N/A
|
7.37K
$188K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
200New |
N/A
|
200
$5.1K
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
132+ 0.1% |
N/A
|
126K
$3.22M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40New |
N/A
|
40
$1.02K
|
|
Q3 2024 | |||||||
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
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
56.2KNew |
$1.43M - $1.43M
|
56.2K
$1.43M
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
6.6K+ 5.8% |
$168K - $168K
|
120K
$3.07M
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.22K+ 14.74% |
$31.2K - $31.2K
|
9.53K
$243K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
209New |
$5.33K - $5.33K
|
209
$5.33K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
74New |
$1.89K - $1.89K
|
74
$1.89K
|
|
Q2 2024 | |||||||
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 | |||||||
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
21.1KNew |
$424K - $501K
|
21.1K
$539K
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
16.4KNew |
$328K - $387K
|
16.4K
$417K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
909New |
$18.2K - $21.5K
|
909
$23.2K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
430New |
$8.63K - $10.2K
|
430
$11K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39.3KNew |
$675K - $817K
|
39.3K
$1M
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.3KNew |
$383K - $463K
|
22.3K
$568K
|
|
Q3 2023 | |||||||
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
16KNew |
$283K - $309K
|
16K
$409K
|
|
Q4 2022 | |||||||
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.6KNew |
$220K - $248K
|
16.6K
$422K
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
153K+ 15.46% |
$2.17M - $2.58M
|
1.14M
$29.1M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
60New |
$851 - $1.01K
|
60
$1.53K
|