Latest Institutional Transactions on Hartford Fds Exchange Traded (HTAB)
This table provides information on the latest institutional transactions involving Hartford Fds Exchange Traded (HTAB) 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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
5K+ 22.62% |
$96.3K - $99.4K
|
27.1K
$516K
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
12.7KNew |
$244K - $252K
|
12.7K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.2K+ 19.91% |
$332K - $343K
|
104K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-130- 0.4% |
$2.5K - $2.58K
|
32.2K
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-97.6K- 40.81% |
$1.88M - $1.94M
|
142K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.5K+ 5.47% |
$1.09M - $1.12M
|
1.09M
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-104- 1.87% |
$2K - $2.07K
|
5.46K
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.2KNew |
$774K - $799K
|
40.2K
$765K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
179KNew |
$3.44M - $3.55M
|
179K
$3.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.63K+ 14.43% |
$128K - $132K
|
52.6K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.7K+ 2.67% |
$225K - $232K
|
450K
$8.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
63+ 0.52% |
$1.21K - $1.25K
|
12.2K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
125KNew |
$2.41M - $2.49M
|
125K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.57K+ 2.91% |
$127K - $131K
|
232K
$4.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-436- 1.31% |
$8.4K - $8.67K
|
32.7K
$623K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
93.4K+ 10.9% |
$1.8M - $1.86M
|
950K
$18.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.55K- 4.49% |
$29.9K - $30.9K
|
33.1K
$629K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
500New |
$9.63K - $9.94K
|
500
$9.52K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
147K+ 82.75% |
$2.82M - $2.91M
|
324K
$6.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
404K+ 17.93% |
$7.78M - $8.03M
|
2.66M
$50.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
136K+ 22.69% |
$2.62M - $2.7M
|
735K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.43K+ 4.0% |
$104K - $108K
|
141K
$2.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.31K+ 28.36% |
$160K - $165K
|
37.6K
$716K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-128- 0.38% |
$2.47K - $2.54K
|
33.6K
$640K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.4K+ 5.97% |
$162K - $167K
|
149K
$2.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
422+ 1.08% |
$8.13K - $8.39K
|
39.3K
$749K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.82K+ 35.23% |
$170K - $175K
|
33.9K
$644K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-169K- 55.77% |
$3.26M - $3.37M
|
134K
$2.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
239+ 4.42% |
$4.6K - $4.75K
|
5.65K
$107K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.83MNew |
$35.3M - $36.5M
|
1.83M
$34.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.01K+ 7.81% |
$19.5K - $20.1K
|
13.9K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-3.42K- 12.97% |
$65.9K - $68K
|
23K
$437K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
76.8K+ 68.34% |
$1.48M - $1.53M
|
189K
$3.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
114KNew |
$2.19M - $2.26M
|
114K
$2.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-762- 0.51% |
$14.7K - $15.1K
|
150K
$2.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
84.4K+ 9.58% |
$1.63M - $1.68M
|
966K
$18.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-296- 1.0% |
$5.7K - $5.88K
|
29.3K
$557K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.26K+ 16.68% |
$82K - $84.7K
|
29.8K
$567K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2.56K- 20.26% |
$49.3K - $50.9K
|
10.1K
$192K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
231K+ 119.4% |
$4.46M - $4.6M
|
425K
$8.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
32.7KNew |
$631K - $651K
|
32.7K
$623K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17.8K+ 92.07% |
$343K - $354K
|
37.2K
$708K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.48K+ 3.88% |
$47.8K - $49.3K
|
66.5K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.84K+ 7.57% |
$54.8K - $56.5K
|
40.4K
$769K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.13K+ 8.94% |
$41K - $42.3K
|
26K
$494K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.22K+ 19.35% |
$81.2K - $83.8K
|
26K
$495K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-59.9K- 43.28% |
$1.15M - $1.19M
|
78.5K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.84K+ 5.56% |
$151K - $156K
|
149K
$2.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.02M+ 134.97% |
$19.6M - $20.3M
|
1.78M
$33.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
28.6K+ 6.3% |
$550K - $568K
|
482K
$9.17M
|