Purchases and Sales Made in Q1 2025 in Harbor ETF Tr Harbor Long Term (WINN)
This table provides information about the institutional ownership of Harbor ETF Tr Harbor Long Term (WINN) during Q1 2025. The information is specifically focused on institutions that hold shares of HARBOR ETF TR HARBOR LONG-TERM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
648K+ 33.83% |
N/A
|
2.56M
$65.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
488K+ 86.77% |
N/A
|
1.05M
$26.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
274K+ 36.11% |
N/A
|
1.03M
$26.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
229K+ 409.67% |
N/A
|
284K
$7.25M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
137K+ 109.22% |
N/A
|
262K
$6.67M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
127K+ 3.22% |
N/A
|
4.08M
$104M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
116K+ 14.68% |
N/A
|
903K
$23M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
113K+ 5.41% |
N/A
|
2.19M
$55.9M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
82.2K+ 28.49% |
N/A
|
371K
$9.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
61.3K+ 2.25% |
N/A
|
2.79M
$71M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
55.2K+ 4.89% |
N/A
|
1.18M
$30.2M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
53.1K+ 13.33% |
N/A
|
451K
$11.5M
|
|
|
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
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
49.4K+ 14.76% |
N/A
|
384K
$9.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
48.1K+ 16.32% |
N/A
|
343K
$8.74M
|
|
|
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
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
37.1K+ 110.7% |
N/A
|
70.7K
$1.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
34.2K+ 258.08% |
N/A
|
47.4K
$1.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
27.3K+ 142.02% |
N/A
|
46.5K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.1KNew |
N/A
|
23.1K
$590K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
19.9K+ 5.03% |
N/A
|
416K
$10.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.8K+ 18.2% |
N/A
|
115K
$2.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
14.7K+ 81.36% |
N/A
|
32.8K
$837K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14.1KNew |
N/A
|
14.1K
$359K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.5K+ 47.74% |
N/A
|
38.8K
$990K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
12K+ 49.23% |
N/A
|
36.5K
$930K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
11.7K+ 153.6% |
N/A
|
19.4K
$493K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.49KNew |
N/A
|
9.49K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.15K+ 124.32% |
N/A
|
16.5K
$421K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
8.98K+ 10.19% |
N/A
|
97.1K
$2.48M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
7.37K+ 5.43% |
N/A
|
143K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.57K+ 72.13% |
N/A
|
15.7K
$400K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
6.1K+ 17.52% |
N/A
|
40.9K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.05K+ 34.83% |
N/A
|
23.4K
$597K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
6K+ 15.51% |
N/A
|
44.7K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
5.5K+ 10.14% |
N/A
|
59.8K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.18K+ 3.07% |
N/A
|
174K
$4.44M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.07K+ 6.31% |
N/A
|
85.5K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.75K+ 7.57% |
N/A
|
67.5K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4K+ 9.73% |
N/A
|
45.1K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.35K+ 16.55% |
N/A
|
23.6K
$601K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.34K+ 14.87% |
N/A
|
25.8K
$657K
|
|
|
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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.83KNew |
N/A
|
2.83K
$72K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.44K+ 3.0% |
N/A
|
49.6K
$1.26M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.21KNew |
N/A
|
1.21K
$30.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1K+ 14.81% |
N/A
|
7.75K
$198K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
946New |
N/A
|
946
$24.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
700New |
N/A
|
700
$17.8K
|