Latest Institutional Purchases of Harbor ETF Tr All Weather Infl (HGER)
This list provides information on the latest institutional transactions involving Harbor ETF Tr All Weather Infl (HGER) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.99K+ 7.94% |
$66.1K - $75.9K
|
40.6K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.98KNew |
$65.8K - $75.5K
|
2.98K
$79.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.3KNew |
$28.8K - $33K
|
1.3K
$34.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
847New |
$18.7K - $21.5K
|
847
$22.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
235New |
$5.2K - $5.97K
|
235
$6.28K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
166New |
$3.67K - $4.21K
|
166
$4.43K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
76.2KNew |
$1.69M - $1.83M
|
76.2K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.08KNew |
$68.4K - $74K
|
3.08K
$82.2K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.97K+ 1.3% |
$43.7K - $47.3K
|
153K
$4.09M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
515New |
$11.4K - $12.4K
|
515
$13.8K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
421New |
$9.36K - $10.1K
|
421
$11.2K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
250+ 9.17% |
$5.56K - $6.01K
|
2.98K
$79.5K
|
|
| Q4 2024 | |||||||
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.05MNew |
$23M - $24.5M
|
1.05M
$28.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.34K+ 3.05% |
$50.9K - $54.4K
|
79.1K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
130New |
$2.83K - $3.03K
|
130
$3.47K
|
|
| Q3 2024 | |||||||
|
Jul 31, 2025
Q3 2024
|
Brinker Capital Investments, LLC
|
BUY
|
- |
16.2K+ 16.45% |
$344K - $372K
|
115K
$3.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.2K+ 16.45% |
$344K - $372K
|
115K
$3.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
13.2KNew |
$282K - $304K
|
13.2K
$353K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.33K+ 2.14% |
$135K - $145K
|
303K
$8.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.24K+ 9.39% |
$26.4K - $28.5K
|
14.4K
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.17K+ 0.88% |
$24.8K - $26.8K
|
133K
$3.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
104New |
$2.21K - $2.39K
|
104
$2.78K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
43New |
$915 - $988
|
43
$1.15K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
36.8KNew |
$819K - $857K
|
36.8K
$984K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.9K+ 116.94% |
$487K - $509K
|
40.6K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.09KNew |
$90.9K - $95.2K
|
4.09K
$109K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.82KNew |
$40.5K - $42.4K
|
1.82K
$48.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
789New |
$17.5K - $18.4K
|
789
$21.1K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12KNew |
$251K - $281K
|
12K
$321K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
106New |
$2.22K - $2.48K
|
106
$2.83K
|
|
| Q3 2023 | |||||||
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
226+ 1.15% |
$4.82K - $5.35K
|
19.8K
$530K
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
2.65KNew |
$54.9K - $60.5K
|
2.65K
$70.8K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
219+ 2.38% |
$4.63K - $5.07K
|
9.4K
$251K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
9.18KNew |
$189K - $205K
|
9.18K
$245K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
700New |
$14.4K - $15.7K
|
700
$18.7K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
56.7KNew |
$1.11M - $1.28M
|
56.7K
$1.51M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.52KNew |
$187K - $214K
|
9.52K
$254K
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4KNew |
$80.1K - $103K
|
4K
$107K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100New |
$2K - $2.56K
|
100
$2.67K
|
|