Who owns Hartford Fds Exchange Trade schrdrs tax bd?

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Analyze quarterly positions in Hartford Fds Exchange Trade schrdrs tax bd with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Hartford Fds Exchange Trade schrdrs tax bd stock

Who bought or sold Hartford Fds Exchange Trade schrdrs tax bd this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Bank of New York Mellon 1.2M $23M -8% Dec 2023
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Raymond James & Associates 816k $16M 1602% Dec 2023
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Amplius Wealth Advisors 688k $14M 7% Dec 2023
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Raymond James Financial Services Advisors 618k $12M -33% Dec 2023
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Bank of America Corporation 562k $11M 11276% Dec 2023
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Advisor Group Holdings 381k $7.5M 14% Dec 2023
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ERn Financial 374k $7.3M 100% Dec 2023
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Main Street Financial Solutions 329k $6.5M 1% Dec 2023
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Yarger Wealth Strategies 288k $5.7M 2% Dec 2023
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Envestnet Asset Management 217k $4.0M 3% Sep 2023
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Branch Banking & Trust Company 180k $3.6M -18% Dec 2023
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Commonwealth Equity Services 174k $3.4M 13% Dec 2023
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Northwestern Mutual Wealth Management Company 168k $3.1M -22% Sep 2023
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Financial Network Investment Corporation 168k $3.1M -16% Sep 2023
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Element Wealth 149k $2.9M 100% Dec 2023
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Capital Asset Advisory Services 139k $2.7M 5% Dec 2023
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Axxcess Wealth Management 138k $2.7M 52% Dec 2023
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Wealthcare Advisory Partners 137k $2.7M 100% Dec 2023
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LPL Financial 118k $2.2M 156% Sep 2023
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Cambridge Investment Research Advisors 96k $1.9M -41% Dec 2023
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AE Wealth Management 72k $1.4M 100% Dec 2023
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Independent Wealth Network 69k $1.4M -3% Dec 2023
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Proequities 39k $763M 1% Dec 2023
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Retirement Network 38k $748k 5% Dec 2023
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Royal Bank of Canada 35k $700k 33% Dec 2023
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Financial Advocates Investment Management 35k $690k -52% Dec 2023
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Atria Wealth Solutions 30k $601k 13% Dec 2023
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Stifel Financial 26k $512k 18% Dec 2023
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Harbour Investments 25k $495k 13% Dec 2023
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Journey Strategic Wealth 21k $413k 100% Dec 2023
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Mml Investors Services 16k $288k 47% Sep 2023
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Private Advisor 15k $294k -4% Dec 2023
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USAdvisors Wealth Management 15k $288k 100% Dec 2023
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Birchcreek Wealth Management 13k $252k 6% Dec 2023
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PRW Wealth Management 10k $182k -51% Sep 2023
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Benjamin F. Edwards & Company 7.3k $144k 28% Dec 2023
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Steward Partners Investment Advisory 6.5k $128k 59% Dec 2023
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Private Trust Co Na 5.9k $116k -25% Dec 2023
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Westside Investment Management 2.0k $40k 0% Dec 2023
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Morgan Stanley 1.3k $24k 100% Sep 2023
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Tanglewood Legacy Advisors 1.3k $25k 0% Dec 2023
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UBS Group 432.00 $8.5k 100% Dec 2023
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Who sold out of Hartford Fds Exchange Trade schrdrs tax bd?

Fund or Company Name Date Sold Shares Held Valued At
Raymond James Trust Sep 2023 26k $468k
Gts Securities Sep 2023 16k $293k
Jpmorgan Chase & Co Sep 2023 15k $273k
Prosperity Financial Group Jun 2023 12k $228k
Wagner Wealth Management Sep 2023 5.4k $98k