Who owns HARRIS OAKMARK ETF TRUST?
- Ticker: OAKM
- CUSIP Number: 41456u106
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Analyze quarterly positions in Harris Oakmark Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Harris Oakmark Etf Trust stock
Who bought or sold HARRIS OAKMARK ETF TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Choate Investment Advisors | 9.7M | $259M | 4% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 1.5M | $39M | 5% | Sep 2025 |
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| HPM Partners | 1.4M | $38M | 100% | Sep 2025 |
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| LPL Financial | 1.0M | $27M | 87% | Sep 2025 |
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| Abound Financial | 614k | $16M | 2% | Sep 2025 |
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| AI Financial Services | 601k | $16M | 1% | Sep 2025 |
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| Commonwealth Equity Services | 569k | $15M | 179% | Sep 2025 |
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| Greater Midwest Financial Group | 539k | $14M | 100% | Sep 2025 |
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| Royal Bank of Canada | 350k | $9.4M | 182% | Sep 2025 |
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| Steward Partners Investment Advisory | 337k | $9.0M | 19% | Sep 2025 |
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| Raymond James Financial | 236k | $6.3M | 52% | Sep 2025 |
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| Blue Rock Wealth Management | 205k | $5.5M | 9% | Sep 2025 |
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| U.S. Capital Wealth Advisors | 171k | $4.6M | 100% | Sep 2025 |
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| Western Pacific Wealth Management | 153k | $4.1M | 10% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 142k | $3.8M | 5% | Sep 2025 |
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| Mariner Wealth Advisors | 135k | $3.6M | 100% | Sep 2025 |
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| NavPoint Financial | 135k | $3.6M | 26% | Sep 2025 |
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| Castlekeep Investment Advisors | 128k | $3.4M | 13% | Sep 2025 |
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| DKM Wealth Management | 109k | $2.9M | 5% | Sep 2025 |
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| Clarkston Capital Partners | 86k | $2.3M | 100% | Sep 2025 |
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| Horizon Wealth Management | 82k | $2.2M | -94% | Sep 2025 |
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| Integrity Alliance | 79k | $2.1M | 9% | Sep 2025 |
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| IFP Advisors | 79k | $2.1M | 45% | Sep 2025 |
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| Well Done | 71k | $1.9M | 0% | Sep 2025 |
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| CI Private Wealth | 65k | $1.7M | 100% | Sep 2025 |
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| Chevoit Value Management | 55k | $1.5M | 11% | Sep 2025 |
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| Evoke Wealth | 54k | $1.4M | 5% | Sep 2025 |
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| SOL Capital Management | 48k | $1.3M | 100% | Sep 2025 |
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| Covenant Partners | 47k | $1.3M | 69% | Sep 2025 |
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| Sugar Maple Asset Management | 36k | $972k | 40% | Sep 2025 |
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| Cambridge Investment Research Advisors | 34k | $897k | 7% | Sep 2025 |
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| Mml Investors Services | 33k | $889k | 53% | Sep 2025 |
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| Valeo Financial Advisors | 33k | $888k | 100% | Sep 2025 |
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| Sebold Capital Management | 32k | $824k | 19% | Jun 2025 |
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| Sprinkle Financial Consultants | 29k | $769k | 4% | Sep 2025 |
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| Maridea Wealth Management | 28k | $745k | 74% | Sep 2025 |
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| Cascades Capital Asset Management | 28k | $741k | 100% | Sep 2025 |
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| Magnolia Capital Advisors | 28k | $736k | 8% | Sep 2025 |
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| Advisor Group Holdings | 27k | $724k | 7% | Sep 2025 |
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| Nautilus Advisors | 23k | $628k | 100% | Sep 2025 |
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| J.w. Cole Advisors | 21k | $552k | 100% | Sep 2025 |
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| Susquehanna International | 20k | $538k | 100% | Sep 2025 |
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| BEAM Asset Management | 18k | $487k | 100% | Sep 2025 |
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| Next Level Private | 13k | $356k | 1% | Sep 2025 |
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| Associated Banc- | 13k | $356k | 100% | Sep 2025 |
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| Global Retirement Partners | 11k | $288k | 25% | Sep 2025 |
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| Sage Capital Management | 11k | $281k | 0% | Sep 2025 |
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| Davenport & Co | 10k | $271k | 0% | Sep 2025 |
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| Smart Portfolios | 10k | $270k | 100% | Sep 2025 |
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| HighTower Advisors | 9.3k | $250k | 16% | Sep 2025 |
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| Jane Street | 9.3k | $248k | -47% | Sep 2025 |
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| Manchester Financial | 9.1k | $243k | 100% | Sep 2025 |
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| Prospera Financial Services | 8.5k | $228k | 0% | Sep 2025 |
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| National Asset Management | 8.1k | $216k | 1% | Sep 2025 |
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| SpringVest Wealth Management | 7.8k | $208k | 100% | Sep 2025 |
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| Rothschild Investment | 2.0k | $54k | 0% | Sep 2025 |
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| WPG Advisers | 1.9k | $50k | 100% | Sep 2025 |
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| Morgan Stanley | 1.7k | $45k | 100% | Jun 2025 |
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| Sittner & Nelson | 1.7k | $46k | -74% | Sep 2025 |
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| Blume Capital Management | 1.0k | $27k | 0% | Sep 2025 |
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| MAI Wealth Advisors | 200.00 | $5.4k | 0% | Sep 2025 |
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| AdvisorNet Financial | 104.00 | $2.8k | 0% | Sep 2025 |
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| 1620 Investment Advisors | 10.00 | $268.000000 | 0% | Sep 2025 |
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Who sold out of Harris Oakmark Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Lionsbridge Wealth Management | Jun 2025 | 63k | $1.6M |
| Gts Securities | Jun 2025 | 30k | $757k |
| Private Trust Co Na | Jun 2025 | 4.7k | $122k |
| CWM | Jun 2025 | 573.00 | $15k |
| Jpmorgan Chase & Co | Mar 2025 | 490.00 | $12k |