Latest Institutional Purchases of Hartford Fds Exchange Traded (HTAB)
This list provides information on the latest institutional transactions involving Hartford Fds Exchange Traded (HTAB) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2026
Q4 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
87K+ 4.77% |
$1.66M - $1.69M
|
1.91M
$36.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
21.5K+ 12.44% |
$411K - $418K
|
194K
$3.74M
|
|
|
Jan 26, 2026
Q4 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.5K+ 3.18% |
$28.7K - $29.1K
|
48.6K
$936K
|
|
|
Jan 27, 2026
Q4 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
669+ 3.32% |
$12.8K - $13K
|
20.8K
$401K
|
|
|
Jan 28, 2026
Q4 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
560+ 1.98% |
$10.7K - $10.9K
|
28.9K
$556K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
146K+ 19.04% |
$2.68M - $2.8M
|
913K
$17.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
134K+ 37.29% |
$2.46M - $2.57M
|
494K
$9.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
72.8K+ 46.3% |
$1.34M - $1.4M
|
230K
$4.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.6K+ 9.07% |
$1.15M - $1.2M
|
752K
$14.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
57.7KNew |
$1.06M - $1.11M
|
57.7K
$1.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
51.2K+ 7.18% |
$940K - $982K
|
764K
$14.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49.9K+ 8.02% |
$917K - $958K
|
672K
$12.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.4KNew |
$429K - $448K
|
23.4K
$449K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.3KNew |
$244K - $255K
|
13.3K
$256K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.1K+ 44.39% |
$149K - $155K
|
26.3K
$507K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.01K+ 2.49% |
$37K - $38.6K
|
82.7K
$1.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.38KNew |
$25.3K - $26.4K
|
1.38K
$26.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
780+ 12.65% |
$14.3K - $15K
|
6.95K
$134K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
514+ 2.22% |
$9.44K - $9.86K
|
23.7K
$456K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
165+ 0.45% |
$3.03K - $3.17K
|
36.7K
$707K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8+ 6.84% |
$147 - $154
|
125
$2.41K
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
50.7KNew |
$935K - $979K
|
50.7K
$976K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.1KNew |
$205K - $215K
|
11.1K
$214K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.7KNew |
$197K - $206K
|
10.7K
$205K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
10.3KNew |
$190K - $199K
|
10.3K
$198K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
10.3KNew |
$190K - $199K
|
10.3K
$198K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.55K+ 3.64% |
$83.9K - $87.8K
|
130K
$2.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.99K+ 1.94% |
$55.1K - $57.7K
|
157K
$3.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
668+ 2.24% |
$12.3K - $12.9K
|
30.5K
$587K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
97+ 0.79% |
$1.79K - $1.87K
|
12.4K
$239K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12+ 0.11% |
$221 - $232
|
11.2K
$215K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$247K - $256K
|
13.1K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
435New |
$8.24K - $8.53K
|
435
$8.37K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.82K+ 35.23% |
$170K - $175K
|
33.9K
$652K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.01K+ 7.81% |
$19.5K - $20.1K
|
13.9K
$268K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
500New |
$9.63K - $9.94K
|
500
$9.63K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
82.6K+ 12.3% |
$1.59M - $1.64M
|
754K
$14.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
43.2K+ 4.56% |
$831K - $859K
|
989K
$19M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.6K+ 21.8% |
$127K - $131K
|
36.9K
$710K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
2.76K+ 26.74% |
$53K - $54.8K
|
13.1K
$251K
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.26KNew |
$119K - $123K
|
6.26K
$121K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.61K+ 2.31% |
$30.8K - $31.6K
|
71.6K
$1.38M
|
|
| Q1 2024 | |||||||
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
17.9KNew |
$347K - $355K
|
17.9K
$345K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
545New |
$10.6K - $10.8K
|
545
$10.5K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
71.9KNew |
$1.28M - $1.43M
|
71.9K
$1.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
731+ 6.09% |
$13K - $14.5K
|
12.7K
$245K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.9KNew |
$272K - $292K
|
14.9K
$287K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
288+ 1.83% |
$5.26K - $5.65K
|
16K
$308K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
80.8KNew |
$1.55M - $1.6M
|
80.8K
$1.55M
|
|