Latest Institutional Transactions on Harbor ETF Tr All Weather Infl (HGER)
This table provides information on the latest institutional transactions involving Harbor ETF Tr All Weather Infl (HGER) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
677New |
$17.3K - $18.4K
|
677
$18.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
864K+ 367638.72% |
$22.1M - $23.4M
|
864K
$23.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
13.3KNew |
$341K - $361K
|
13.3K
$356K
|
|
|
Jan 22, 2026
Q4 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
16.4K+ 16.1% |
$421K - $446K
|
118K
$3.16M
|
|
|
Jan 22, 2026
Q4 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
183New |
$4.69K - $4.96K
|
183
$4.89K
|
|
|
Jan 22, 2026
Q4 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
42.9KNew |
$1.1M - $1.16M
|
42.9K
$1.15M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14.4KNew |
$368K - $389K
|
14.4K
$384K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
22.1K+ 11.58% |
$565K - $598K
|
213K
$5.68M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
588New |
$15.1K - $15.9K
|
588
$15.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
74.9K+ 136.32% |
$1.92M - $2.03M
|
130K
$3.47M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
777New |
$19.9K - $21.1K
|
777
$20.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
16.2K+ 156.69% |
$415K - $439K
|
26.5K
$708K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
271K+ 2534.16% |
$6.94M - $7.35M
|
282K
$7.53M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
255KNew |
$6.52M - $6.91M
|
255K
$6.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
43.8K+ 45.23% |
$1.12M - $1.19M
|
141K
$3.76M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.89K+ 10.5% |
$99.6K - $105K
|
40.9K
$1.09M
|
|
|
Jan 16, 2026
Q4 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
96.2K+ 22.43% |
$2.46M - $2.61M
|
525K
$14M
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
4.46K+ 30.24% |
$114K - $121K
|
19.2K
$513K
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
BUY
|
- |
136KNew |
$3.48M - $3.69M
|
136K
$3.63M
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
986+ 10.74% |
$25.3K - $26.7K
|
10.2K
$271K
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
BUY
|
- |
23.1K+ 18.69% |
$591K - $626K
|
147K
$3.92M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
14KNew |
$358K - $379K
|
14K
$373K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
1.14K+ 24.61% |
$29.2K - $30.9K
|
5.78K
$154K
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
138KNew |
$3.54M - $3.75M
|
138K
$3.69M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
11.8K+ 92.24% |
$301K - $319K
|
24.5K
$655K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
53.3KNew |
$1.37M - $1.45M
|
53.3K
$1.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
23.5K+ 117.35% |
$601K - $636K
|
43.4K
$1.16M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
19.6KNew |
$501K - $531K
|
19.6K
$523K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
56.6KNew |
$1.45M - $1.54M
|
56.6K
$1.51M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
157K+ 1231.19% |
$4.03M - $4.27M
|
170K
$4.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
16.4KNew |
$421K - $445K
|
16.4K
$439K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
159K+ 35.77% |
$4.07M - $4.31M
|
603K
$16.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
36.8KNew |
$942K - $998K
|
36.8K
$983K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
9.81K+ 46.42% |
$251K - $266K
|
31K
$827K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.02K- 2.69% |
$51.7K - $54.7K
|
72.9K
$1.95M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
14.6KNew |
$374K - $396K
|
14.6K
$390K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.15K+ 6.83% |
$29.3K - $31.1K
|
17.9K
$479K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
200K+ 252.87% |
$4.85M - $5.18M
|
279K
$7.45M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.36K- 9.38% |
$154K - $165K
|
61.4K
$1.64M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.79K+ 155.76% |
$213K - $228K
|
14.4K
$385K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-8.46K- 39.18% |
$205K - $219K
|
13.1K
$351K
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
632+ 0.42% |
$15.3K - $16.4K
|
152K
$4.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
27.4KNew |
$664K - $709K
|
27.4K
$731K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
172KNew |
$4.17M - $4.46M
|
172K
$4.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49.3K+ 78.73% |
$1.2M - $1.28M
|
112K
$2.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14KNew |
$339K - $362K
|
14K
$374K
|
|
|
Nov 14, 2025
Q3 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
SELL
|
- |
-121K- 82.2% |
$2.94M - $3.14M
|
26.2K
$701K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.5KNew |
$303K - $323K
|
12.5K
$333K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.26KNew |
$79K - $84.4K
|
3.26K
$87K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.02MNew |
$24.7M - $26.4M
|
1.02M
$27.2M
|
|