Institutional Ownership Hartford Fds Exchange Traded (HTAB)
This table provides information about the institutional ownership of Hartford Fds Exchange Traded (HTAB). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $245 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
55,935
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
45,960
shares
|
$892,083
0.06% of portfolio
|
Q3 2024
Added 16.89%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
38,925
shares
|
$755,534
0.14% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
37,560
shares
|
$729,039
0.03% of portfolio
|
Q2 2024
Added 29.88%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
36,862
shares
|
$715,491
0.02% of portfolio
|
Q3 2024
Added 21.8%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
34,611
shares
|
$671,799
0.06% of portfolio
|
Q3 2024
Added 40.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
33,775
shares
|
$655,572
0.02% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
33,172
shares
|
$643,868
0.0% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
32,325
shares
|
$627,428
0.01% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
29,547
shares
|
$573,507
0.01% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
29,295
shares
|
$568,615
0.0% of portfolio
|
Q3 2024
Added 102.4%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
26,385
shares
|
$512,132
0.17% of portfolio
|
Q3 2024
Added 94.15%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
25,539
shares
|
$495,711
0.0% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
25,038
shares
|
$485,987
0.03% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
23,820
shares
|
$462,346
0.0% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
21,783
shares
|
$422,808
0.15% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
19,357
shares
|
$375,719
0.12% of portfolio
|
Q3 2024
Added 5446.42%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
13,058
shares
|
$253,455
0.04% of portfolio
|
Q3 2024
Added 26.74%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
12,935
shares
|
$251,068
0.03% of portfolio
|
Q3 2024
Added 27.13%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
12,631
shares
|
$245,167
0.2% of portfolio
|
Q3 2024
Reduced 29.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
12,132
shares
|
$235,482
0.0% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
10,250
shares
|
$198,952
0.07% of portfolio
|
Q3 2023
Reduced 51.07%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,500
shares
|
$145,575
0.0% of portfolio
|
Q2 2024
Reduced 14.77%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,264
shares
|
$121,584
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,559
shares
|
$107,900
0.0% of portfolio
|
Q3 2024
Added 8866.13%
|