Who owns HARBOR ETF TRUST?
- Ticker: WINN
- CUSIP Number: 41151j406
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Analyze quarterly positions in Harbor Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold HARBOR ETF TRUST this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
LPL Financial | 3.5M | $90M | -16% | Sep 2024 |
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Wealth Enhancement Advisory Services | 2.1M | $53M | 21% | Jun 2024 |
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CI Private Wealth | 1.6M | $41M | 1% | Sep 2024 |
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Grant Street Asset Management | 1.4M | $37M | 5% | Sep 2024 |
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Towneley Capital Management, Inc / DE | 1.1M | $29M | 1% | Sep 2024 |
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WJ Wealth Management | 770k | $20M | 3% | Sep 2024 |
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Commonwealth Equity Services | 623k | $16M | -6% | Sep 2024 |
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Golden State Equity Partners | 319k | $8.2M | -8% | Sep 2024 |
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Leisure Capital Management | 381k | $9.8M | 102% | Sep 2024 |
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Private Advisor | 351k | $9.0M | 6% | Sep 2024 |
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Raymond James Financial Services Advisors | 339k | $8.7M | 33% | Sep 2024 |
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Envestnet Asset Management | 331k | $8.5M | 9% | Sep 2024 |
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Equitable Holdings | 274k | $6.9M | 0% | Jun 2024 |
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Synovus Financial Corp. | 254k | $6.5M | 11% | Sep 2024 |
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SOL Capital Management | 191k | $4.9M | 15% | Sep 2024 |
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Raymond James & Associates | 185k | $4.7M | 130% | Sep 2024 |
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Transcend Wealth Collective | 182k | $4.7M | 0% | Sep 2024 |
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Great Valley Advisor Group | 173k | $4.4M | 2% | Sep 2024 |
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H D Vest Advisory Services | 163k | $4.1M | 2% | Jun 2024 |
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Advisor Group Holdings | 147k | $3.8M | -13% | Sep 2024 |
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Mml Investors Services | 147k | $3.8M | 1% | Sep 2024 |
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Provident Wealth Management | 142k | $3.6M | -31% | Sep 2024 |
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Financial Management Network | 133k | $3.4M | 2% | Sep 2024 |
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Geller Family Office Services | 126k | $3.2M | 25% | Sep 2024 |
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Objective Capital Management | 120k | $3.1M | 6% | Sep 2024 |
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Wealthcare Advisory Partners | 105k | $2.7M | 100% | Sep 2024 |
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Cambridge Investment Research Advisors | 88k | $2.3M | 72% | Sep 2024 |
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Lantz Financial | 83k | $2.1M | 38% | Sep 2024 |
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Benjamin Edwards | 82k | $2.1M | 100% | Sep 2024 |
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Benjamin F. Edwards & Company | 80k | $2.0M | -1% | Jun 2024 |
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Sanctuary Advisors | 76k | $1.7M | 100% | Jun 2024 |
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SpiderRock Advisors | 56k | $1.4M | 100% | Sep 2024 |
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Atria Investments | 55k | $1.4M | -2% | Sep 2024 |
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SFG Wealth Management | 53k | $1.3M | 0% | Sep 2024 |
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Archford Capital Strategies | 51k | $1.3M | -3% | Sep 2024 |
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Western Wealth Management | 47k | $1.2M | 1% | Sep 2024 |
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Tyler-Stone Wealth Management | 39k | $997k | 132% | Sep 2024 |
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Royal Bank of Canada | 38k | $943k | 9328% | Sep 2024 |
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HighTower Advisors | 32k | $810k | 0% | Jun 2024 |
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Branch Banking & Trust Company | 30k | $751k | 6% | Jun 2024 |
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Stratos Wealth Partners | 23k | $590k | 22% | Sep 2024 |
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Sittner & Nelson | 23k | $586k | 20% | Sep 2024 |
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Rdl Financial | 18k | $334k | 15% | Sep 2024 |
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Avaii Wealth Management | 18k | $461k | 41% | Sep 2024 |
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Janney Montgomery Scott | 17k | $434k | 7% | Sep 2024 |
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Harbour Investments | 17k | $433k | -1% | Sep 2024 |
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Bluesphere Advisors | 17k | $425k | -69% | Sep 2024 |
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Fidelity D & D Bancorp | 16k | $414k | 0% | Jun 2024 |
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First Heartland Consultants | 16k | $415k | -12% | Sep 2024 |
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Phoenix Wealth Advisors | 16k | $411k | 0% | Sep 2024 |
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Jane Street | 15k | $379k | -43% | Sep 2024 |
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Strategic Blueprint | 14k | $354k | 100% | Sep 2024 |
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United Advisor Group | 13k | $343k | 20% | Sep 2024 |
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Two Sigma Investments | 12k | $314k | -21% | Jun 2024 |
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Joel Isaacson & Co | 12k | $306k | 100% | Jun 2024 |
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Bill Few Associates | 11k | $277k | 0% | Sep 2024 |
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WealthCare Investment Partners | 10k | $256k | 0% | Sep 2024 |
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Waterloo Capital | 8.9k | $226k | 100% | Jun 2024 |
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Carr Financial Group Corp | 8.8k | $225k | 100% | Sep 2024 |
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Steward Partners Investment Advisory | 8.5k | $214k | 100% | Jun 2024 |
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Investmark Advisory Group | 8.3k | $210k | 100% | Jun 2024 |
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Worth Financial Advisory Group | 8.3k | $213k | 100% | Sep 2024 |
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Oppenheimer & Co | 8.2k | $211k | 100% | Sep 2024 |
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Frisch Financial Group | 8.1k | $207k | 0% | Sep 2024 |
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IFP Advisors | 2.5k | $64k | 0% | Jun 2024 |
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Fifth Third Bancorp | 2.0k | $52k | 0% | Sep 2024 |
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Private Trust Co Na | 1.3k | $33k | 0% | Jun 2024 |
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Morgan Stanley | 989.00 | $25k | 41% | Jun 2024 |
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Householder Group Estate & Retirement Specialist | 850.00 | $21k | 0% | Sep 2024 |
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Plante Moran Financial Advisors | 209.00 | $5.4k | 100% | Sep 2024 |
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Bank of America Corporation | 192.00 | $4.9k | -97% | Sep 2024 |
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Huntington National Bank | 74.00 | $1.9k | 100% | Sep 2024 |
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Who sold out of Harbor Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Mariner Wealth Advisors | Jun 2024 | 9.4k | $239k |
International Assets Investment Management | Jun 2024 | 1.5k | $38k |