Latest Institutional Transactions on Harbor ETF Tr Harbor Long Term (WINN)
This table provides information on the latest institutional transactions involving Harbor ETF Tr Harbor Long Term (WINN) 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-650- 2.4% |
N/A
|
26.5K
$674K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
946New |
N/A
|
946
$24.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-4.45K- 24.72% |
N/A
|
13.5K
$345K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
700New |
N/A
|
700
$17.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-3.72K- 23.32% |
N/A
|
12.2K
$312K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
132+ 0.1% |
N/A
|
126K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.58K- 17.43% |
N/A
|
12.2K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
19.7KNew |
N/A
|
19.7K
$501K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.1KNew |
N/A
|
17.1K
$435K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.22K+ 14.74% |
$31.2K - $31.2K
|
9.53K
$243K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
74New |
$1.89K - $1.89K
|
74
$1.89K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
56.2KNew |
$1.43M - $1.43M
|
56.2K
$1.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
6.6K+ 5.8% |
$168K - $168K
|
120K
$3.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
209New |
$5.33K - $5.33K
|
209
$5.33K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
104K+ 129.8% |
$2.66M - $2.66M
|
185K
$4.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
84.1K+ 32.97% |
$2.14M - $2.14M
|
339K
$8.64M
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-710- 0.88% |
$15.4K - $18.1K
|
80.1K
$2.04M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
600+ 240.0% |
$13.1K - $15.3K
|
850
$21.7K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
430New |
$8.63K - $10.2K
|
430
$11K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
21.1KNew |
$424K - $501K
|
21.1K
$539K
|
|
| Q4 2023 | |||||||
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.3KNew |
$383K - $463K
|
22.3K
$568K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.09K- 29.95% |
$18.7K - $22.6K
|
2.54K
$64.8K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.6KNew |
$220K - $248K
|
16.6K
$422K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
60New |
$851 - $1.01K
|
60
$1.53K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
153K+ 15.46% |
$2.17M - $2.58M
|
1.14M
$29.1M
|
|