Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
471K+ 22.63% |
$12M - $12M
|
2.55M
$65.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
293K+ 1692.12% |
$7.47M - $7.47M
|
310K
$7.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
193K+ 102.33% |
$4.91M - $4.91M
|
381K
$9.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
105KNew |
$2.66M - $2.66M
|
105K
$2.66M
|
|
|
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 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
82.7K+ 25.9% |
$2.11M - $2.11M
|
402K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
82.1KNew |
$2.09M - $2.09M
|
82.1K
$2.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
71.5K+ 5.21% |
$1.82M - $1.82M
|
1.44M
$36.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
56.2KNew |
$1.43M - $1.43M
|
56.2K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.2K+ 9328.32% |
$949K - $949K
|
37.6K
$959K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.9K+ 72.26% |
$942K - $942K
|
88.1K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
30.3K+ 339.87% |
$773K - $773K
|
39.3K
$1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.4K+ 9.01% |
$698K - $698K
|
331K
$8.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
25.5K+ 15.45% |
$650K - $650K
|
191K
$4.86M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
24.9K+ 24.58% |
$634K - $634K
|
126K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
24.6K+ 10.7% |
$626K - $626K
|
254K
$6.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
22.9K+ 77.29% |
$585K - $585K
|
52.6K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
22.7K+ 37.77% |
$578K - $578K
|
82.8K
$2.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
22.2K+ 132.3% |
$565K - $565K
|
38.9K
$992K
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
20.5K+ 2.74% |
$523K - $523K
|
770K
$19.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.6K+ 5.59% |
$474K - $474K
|
351K
$8.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.1K+ 10.62% |
$360K - $360K
|
147K
$3.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.8KNew |
$353K - $353K
|
13.8K
$353K
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
12.8K+ 1.14% |
$327K - $327K
|
1.14M
$28.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.9K+ 0.75% |
$303K - $303K
|
1.59M
$40.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.9K+ 116.96% |
$252K - $252K
|
18.4K
$468K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8.8KNew |
$224K - $224K
|
8.8K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
8.3KNew |
$212K - $212K
|
8.3K
$212K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.22KNew |
$210K - $210K
|
8.22K
$210K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
6.6K+ 5.8% |
$168K - $168K
|
120K
$3.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6.37K+ 52.62% |
$162K - $162K
|
18.5K
$471K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
5.45K+ 418.91% |
$139K - $139K
|
6.75K
$172K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.28K+ 41.49% |
$134K - $134K
|
18K
$459K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.24K+ 3.21% |
$133K - $133K
|
169K
$4.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.13K+ 21.82% |
$105K - $105K
|
23K
$587K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3.87K+ 20.37% |
$98.6K - $98.6K
|
22.9K
$583K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.82K+ 1.66% |
$71.9K - $71.9K
|
173K
$4.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
2.49K+ 1.9% |
$63.3K - $63.3K
|
133K
$3.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.3K+ 14.62% |
$58.5K - $58.5K
|
18K
$459K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.2K+ 19.7% |
$56.2K - $56.2K
|
13.4K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.22K+ 14.74% |
$31.2K - $31.2K
|
9.53K
$243K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.07K+ 6.73% |
$27.2K - $27.2K
|
16.9K
$432K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
834+ 0.57% |
$21.3K - $21.3K
|
147K
$3.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
629+ 1.35% |
$16K - $16K
|
47.1K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
235+ 0.45% |
$5.99K - $5.99K
|
52.6K
$1.34M
|
|
|
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
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
42+ 0.39% |
$1.07K - $1.07K
|
10.8K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6+ 0.02% |
$153 - $153
|
32K
$816K
|