Who owns Hartford Fds Exchange Trade schrdrs tax bd?
- Ticker: HTAB
- CUSIP Number: 41653l404
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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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| Amplius Wealth Advisors | 946k | $19M | 38% | Mar 2024 |
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| Raymond James & Associates | 816k | $16M | 1602% | 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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| ERn Financial | 393k | $7.7M | 5% | Mar 2024 |
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| Advisor Group Holdings | 381k | $7.5M | 14% | 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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| 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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| Wealthcare Advisory Partners | 150k | $2.9M | 9% | Mar 2024 |
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| Element Wealth | 149k | $2.9M | 100% | Dec 2023 |
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| Axxcess Wealth Management | 138k | $2.7M | 52% | Dec 2023 |
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| Capital Asset Advisory Services | 135k | $2.6M | -3% | Mar 2024 |
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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 | 1% | Mar 2024 |
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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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| CJM Wealth Advisers | 18k | $351k | 100% | Mar 2024 |
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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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| 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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| Tanglewood Legacy Advisors | 1.3k | $25k | 0% | Mar 2024 |
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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 |
| Wagner Wealth Management | Sep 2023 | 5.4k | $98k |