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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
55.9KNew |
$1.08M - $1.11M
|
55.9K
$1.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
469+ 4.02% |
$9.02K - $9.33K
|
12.1K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.2K+ 3.86% |
$23.1K - $23.9K
|
32.3K
$627K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.5K+ 8866.13% |
$106K - $109K
|
5.56K
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.96K+ 66000.0% |
$76.2K - $78.8K
|
3.97K
$77K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
482+ 9.78% |
$9.27K - $9.59K
|
5.41K
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
656+ 2.02% |
$12.6K - $13.1K
|
33.2K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
211K+ 25.68% |
$4.06M - $4.19M
|
1.03M
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.41K+ 4.1% |
$65.6K - $67.9K
|
86.5K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.94K+ 40.3% |
$191K - $198K
|
34.6K
$672K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
93.8K+ 11.91% |
$1.8M - $1.87M
|
881K
$17.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.76K+ 27.13% |
$53.1K - $54.9K
|
12.9K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.8K+ 102.4% |
$285K - $295K
|
29.3K
$569K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.9K+ 5.14% |
$286K - $296K
|
304K
$5.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.7K+ 5.46% |
$225K - $232K
|
225K
$4.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
72.3K+ 180.65% |
$1.39M - $1.44M
|
112K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
2.76K+ 26.74% |
$53K - $54.8K
|
13.1K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.51K- 6.05% |
$48.3K - $49.9K
|
38.9K
$756K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47.8K+ 37.01% |
$920K - $952K
|
177K
$3.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.6K+ 21.8% |
$127K - $131K
|
36.9K
$715K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
422+ 1.45% |
$8.12K - $8.4K
|
29.5K
$574K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
51+ 0.2% |
$981 - $1.01K
|
25K
$486K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
693K+ 44.44% |
$13.3M - $13.8M
|
2.25M
$43.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.11K+ 5.34% |
$21.3K - $22K
|
21.8K
$423K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
110K+ 14.8% |
$2.13M - $2.2M
|
857K
$16.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
27.5K+ 6.68% |
$528K - $547K
|
439K
$8.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.04K+ 6.42% |
$39.2K - $40.6K
|
33.8K
$656K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
251K+ 153.67% |
$4.84M - $5M
|
415K
$8.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.5K+ 8.08% |
$202K - $209K
|
141K
$2.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-5.22K- 29.23% |
$100K - $104K
|
12.6K
$245K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
194KNew |
$3.73M - $3.86M
|
194K
$3.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
122K+ 25.67% |
$2.36M - $2.44M
|
599K
$11.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
143K+ 148.69% |
$2.75M - $2.85M
|
239K
$4.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.43K+ 11.17% |
$124K - $128K
|
64K
$1.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.78K+ 8.06% |
$34.2K - $35.4K
|
23.8K
$462K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12.4K+ 9.85% |
$239K - $247K
|
138K
$2.69M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
12.8K+ 94.15% |
$246K - $255K
|
26.4K
$512K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
238+ 0.16% |
$4.58K - $4.74K
|
151K
$2.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
659+ 2.65% |
$12.7K - $13.1K
|
25.5K
$496K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
82.6K+ 12.3% |
$1.59M - $1.64M
|
754K
$14.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
43.2K+ 4.56% |
$831K - $859K
|
989K
$19.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.1K- 11.79% |
$349K - $361K
|
136K
$2.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.74K+ 6.6% |
$168K - $174K
|
141K
$2.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
11.7K+ 1.57% |
$225K - $233K
|
756K
$14.7M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
6.95K+ 1.68% |
$134K - $138K
|
419K
$8.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
19K+ 5446.42% |
$366K - $378K
|
19.4K
$376K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.64K+ 16.89% |
$128K - $132K
|
46K
$892K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
64.4K+ 16.55% |
$1.24M - $1.28M
|
454K
$8.8M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.64K+ 29.88% |
$165K - $169K
|
37.6K
$729K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.4K+ 63.11% |
$218K - $224K
|
29.6K
$574K
|
|