Purchases and Sales Made in Q4 2024 in Hartford Fds Exchange Traded (HTAB)
This table provides information about the institutional ownership of Hartford Fds Exchange Traded (HTAB) during Q4 2024. The information is specifically focused on institutions that hold shares of HARTFORD FDS EXCHANGE TRADED.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.83MNew |
$35.3M - $36.5M
|
1.83M
$35.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.02M+ 134.97% |
$19.6M - $20.3M
|
1.78M
$34.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
404K+ 17.93% |
$7.78M - $8.03M
|
2.66M
$52.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
231K+ 119.4% |
$4.46M - $4.6M
|
425K
$8.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
179KNew |
$3.44M - $3.55M
|
179K
$3.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
147K+ 82.75% |
$2.82M - $2.91M
|
324K
$6.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
136K+ 22.69% |
$2.62M - $2.7M
|
735K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
125KNew |
$2.41M - $2.49M
|
125K
$2.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
114KNew |
$2.19M - $2.26M
|
114K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
93.4K+ 10.9% |
$1.8M - $1.86M
|
950K
$18.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
84.4K+ 9.58% |
$1.63M - $1.68M
|
966K
$18.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
76.8K+ 68.34% |
$1.48M - $1.53M
|
189K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.5K+ 5.47% |
$1.09M - $1.12M
|
1.09M
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.2KNew |
$774K - $799K
|
40.2K
$788K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
32.7KNew |
$631K - $651K
|
32.7K
$642K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
28.6K+ 6.3% |
$550K - $568K
|
482K
$9.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22.5K+ 5.43% |
$434K - $448K
|
438K
$8.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
21.9KNew |
$421K - $435K
|
21.9K
$429K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17.8K+ 92.07% |
$343K - $354K
|
37.2K
$729K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.2K+ 19.91% |
$332K - $343K
|
104K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.7K+ 2.67% |
$225K - $232K
|
450K
$8.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.82K+ 35.23% |
$170K - $175K
|
33.9K
$664K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.4K+ 5.97% |
$162K - $167K
|
149K
$2.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.31K+ 28.36% |
$160K - $165K
|
37.6K
$737K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.84K+ 5.56% |
$151K - $156K
|
149K
$2.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.63K+ 14.43% |
$128K - $132K
|
52.6K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.57K+ 2.91% |
$127K - $131K
|
232K
$4.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.43K+ 4.0% |
$104K - $108K
|
141K
$2.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.26K+ 16.68% |
$82K - $84.7K
|
29.8K
$584K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.22K+ 19.35% |
$81.2K - $83.8K
|
26K
$510K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.84K+ 7.57% |
$54.8K - $56.5K
|
40.4K
$792K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.48K+ 3.88% |
$47.8K - $49.3K
|
66.5K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.13K+ 8.94% |
$41K - $42.3K
|
26K
$509K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.01K+ 7.81% |
$19.5K - $20.1K
|
13.9K
$273K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
500New |
$9.63K - $9.94K
|
500
$9.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
422+ 1.08% |
$8.13K - $8.39K
|
39.3K
$771K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
239+ 4.42% |
$4.6K - $4.75K
|
5.65K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
63+ 0.52% |
$1.21K - $1.25K
|
12.2K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-104- 1.87% |
$2K - $2.07K
|
5.46K
$107K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-128- 0.38% |
$2.47K - $2.54K
|
33.6K
$659K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-130- 0.4% |
$2.5K - $2.58K
|
32.2K
$631K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-296- 1.0% |
$5.7K - $5.88K
|
29.3K
$573K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-436- 1.31% |
$8.4K - $8.67K
|
32.7K
$642K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-762- 0.51% |
$14.7K - $15.1K
|
150K
$2.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.55K- 4.49% |
$29.9K - $30.9K
|
33.1K
$648K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2.56K- 20.26% |
$49.3K - $50.9K
|
10.1K
$197K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-3.42K- 12.97% |
$65.9K - $68K
|
23K
$450K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-59.9K- 43.28% |
$1.15M - $1.19M
|
78.5K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-97.6K- 40.81% |
$1.88M - $1.94M
|
142K
$2.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-169K- 55.77% |
$3.26M - $3.37M
|
134K
$2.63M
|