Purchases and Sales Made in Q2 2023 in Harbor ETF Tr Harbor Long Term (WINN)
This table provides information about the institutional ownership of Harbor ETF Tr Harbor Long Term (WINN) during Q2 2023. The information is specifically focused on institutions that hold shares of HARBOR ETF TR HARBOR LONG-TERM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
643K+ 246.66% |
$10.2M - $11.9M
|
904K
$23M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
256K+ 28.79% |
$4.04M - $4.74M
|
1.14M
$29.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
98.9K+ 193.21% |
$1.56M - $1.83M
|
150K
$3.82M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
89.7KNew |
$1.42M - $1.66M
|
89.7K
$2.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56.6K+ 30.94% |
$894K - $1.05M
|
239K
$6.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
55.9KNew |
$884K - $1.04M
|
55.9K
$1.43M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
48.1KNew |
$760K - $891K
|
48.1K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
40.1K+ 6.15% |
$633K - $743K
|
692K
$17.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.8K+ 30.98% |
$454K - $533K
|
122K
$3.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
23.4KNew |
$370K - $435K
|
23.4K
$597K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
12.3K+ 17.47% |
$194K - $227K
|
82.4K
$2.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$181K - $212K
|
11.5K
$292K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.2K+ 3.69% |
$177K - $208K
|
315K
$8.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11KNew |
$174K - $204K
|
11K
$280K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10.5KNew |
$166K - $194K
|
10.5K
$267K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.97K+ 8.23% |
$157K - $185K
|
131K
$3.34M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
9.11K+ 53.28% |
$144K - $169K
|
26.2K
$668K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.15K+ 4.53% |
$113K - $133K
|
165K
$4.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.7KNew |
$58.5K - $68.6K
|
3.7K
$94.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
938+ 1.82% |
$14.8K - $17.4K
|
52.5K
$1.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
758+ 7.26% |
$12K - $14.1K
|
11.2K
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
621+ 1.98% |
$9.81K - $11.5K
|
32K
$816K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
346New |
$5.47K - $6.41K
|
346
$8.82K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-90- 0.7% |
$1.42K - $1.67K
|
12.8K
$326K
|