Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
562KNew |
N/A
|
562K
$14.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
104K+ 54.65% |
N/A
|
295K
$7.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
45.1K+ 12.85% |
N/A
|
396K
$10.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
34.8KNew |
N/A
|
34.8K
$888K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
19.2KNew |
N/A
|
19.2K
$490K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
16.8K+ 4.42% |
N/A
|
398K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
16KNew |
N/A
|
16K
$407K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
13.2KNew |
N/A
|
13.2K
$337K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
9.42K+ 87.14% |
N/A
|
20.2K
$516K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.63KNew |
N/A
|
7.63K
$195K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.98K+ 32.35% |
N/A
|
24.4K
$623K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.65K+ 68.77% |
N/A
|
13.9K
$354K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
5.38K+ 6.5% |
N/A
|
88.2K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.28K+ 10.45% |
N/A
|
55.8K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.45K+ 24.75% |
N/A
|
22.4K
$572K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.53K+ 25.53% |
N/A
|
17.4K
$443K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.24K+ 14.06% |
N/A
|
26.3K
$670K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
2.71K+ 2.04% |
N/A
|
136K
$3.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.64K+ 3.12% |
N/A
|
54.3K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
584+ 1.11% |
N/A
|
53.1K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
255+ 1.51% |
N/A
|
17.2K
$438K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
200New |
N/A
|
200
$5.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.77K- 0.36% |
N/A
|
767K
$19.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.42K- 7.28% |
N/A
|
69K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-6.81K- 0.6% |
N/A
|
1.13M
$28.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.82K- 6.52% |
N/A
|
97.7K
$2.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-7.13K- 42.98% |
N/A
|
9.46K
$241K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17.9K- 0.7% |
N/A
|
2.53M
$64.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-28.7K- 15.78% |
N/A
|
153K
$3.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-36.7K- 25.78% |
N/A
|
106K
$2.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-164K- 40.81% |
N/A
|
238K
$6.07M
|