Purchases and Sales Made in Q4 2025 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 2025. 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 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
1.34MNew |
N/A
|
1.34M
$34.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
126K+ 110.23% |
N/A
|
239K
$6.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
51.8K+ 1.83% |
N/A
|
2.87M
$73.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
21.7K+ 8.34% |
N/A
|
282K
$7.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16K+ 4.29% |
N/A
|
390K
$9.94M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
13.7K+ 30.37% |
N/A
|
58.9K
$1.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.54K+ 13.63% |
N/A
|
71.2K
$1.82M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.33KNew |
N/A
|
8.33K
$212K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
5.84K+ 3.69% |
N/A
|
164K
$4.18M
|
|
|
Jan 20, 2026
Q4 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
3.55K+ 52.63% |
N/A
|
10.3K
$262K
|
|
|
Jan 22, 2026
Q4 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
1.05K+ 16.11% |
N/A
|
7.55K
$193K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
874+ 4.15% |
N/A
|
21.9K
$559K
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-824- 4.35% |
N/A
|
18.1K
$462K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.33K- 3.36% |
N/A
|
38.3K
$976K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.73K- 1.54% |
N/A
|
111K
$2.83M
|
|
|
Jan 20, 2026
Q4 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.41K- 10.97% |
N/A
|
19.6K
$499K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-17.3K- 29.53% |
N/A
|
41.2K
$1.05M
|
|