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Get Institutions for : 
Hartford Municipal Opportunities Etf (HMOP)  
$38.69 0.16 (0.43%) as of 4:30 Thu 6/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 71    0
Total shares held : 
8,446,331  
% of shares held : 
17.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
-132,738  
% of shares held change : 
  -0.28%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$38.90  
Last Quarter's Ending Price : 
$38.84  
Last Quarter's Average Price
$38.82  
Change from last quarter's     
avg. price to the last closing  : 
0.13 (0.33%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 25,049
 0.3%
 
Increased Positions :
30
 562,264
 6.66%
 
Unchanged Positions :
11
 79,147
 0.94%
 
Decreased Positions :
26
-552,353
-6.54%
 
Closed Positions :
4
-167,698
-1.99%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   HIGHTOWER ADVISORS, LLC 284 - 2024-03-31 1,126,909 $43,776,000 152,857
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 253 - 2024-03-31 865,095 $33,600,000 148,149
   Steward Partners Investment Advisory LLC 101 - 2024-03-31 480,445 $18,660,000 436,695
   LEGACY WEALTH MANAGEMENT, INC 12 - 2024-03-31 423,304 $16,441,000 7,899
   Goldstein Advisors LLC 12 - 2024-03-31 417,739 $16,225,000 22,501
   Gratus Capital LLC 56 - 2024-03-31 317,015 $12,313,000 14,553
   Bernardo Wealth Planning LLC 16 - 2024-03-31 150,353 $5,840,000 993
   Wealthcare Advisory Partners LLC 94 - 2024-03-31 144,203 $5,601,000 13,441
   ENVESTNET ASSET MANAGEMENT INC 2056 - 2024-03-31 114,123 $4,433,000 60,027
   COMMONWEALTH EQUITY SERVICES LLC. 1300 - 2024-03-31 105,061 $4,081,000 10,157
   Sterling Investment Counsel LLC 13 - 2024-03-31 99,382 $3,860,000 3,069
   CONSILIO WEALTH ADVISORS LLC 10 - 2024-03-31 98,859 $3,840,000 244
   ROYAL BANK OF CANADA 2224 - 2024-03-31 80,210 $3,115,000 29,128
   Strid Group LLC 18 - 2024-03-31 74,899 $2,909,000 5,862
   JANE STREET GROUP LLC 1855 - 2024-03-31 71,410 $2,774,000 65,794
   MML INVESTORS SERVICES LLC 938 - 2024-03-31 65,297 $2,536,000 9,824
   RAYMOND JAMES & ASSOCIATES 2022 - 2024-03-31 63,261 $2,457,000 15,654
   Cetera Investment Advisers 1433 - 2024-03-31 59,708 $2,319,000 59,708
   FINANCIAL NETWORK 992 - 2024-03-31 54,502 $2,117,000 12,311
   Goss Wealth Management LLC 659 - 2024-03-31 54,192 $2,105,000 48,654
   Landmark Wealth Management LLC 31 - 2024-03-31 50,872 $1,976,000 2,218
   CENTRAL VALLEY ADVISORS LLC 26 - 2024-03-31 46,972 $1,824,000 4,392
   QUANTITATIVE ADVANTAGE LLC 71 - 2023-03-31 45,429 $1,736,000 11,408
   Advisor Group Holdings Inc. 1984 - 2024-03-31 36,370 $1,413,000 7,299
   Magnus Financial Group LLC 114 - 2024-03-31 32,047 $1,245,000 1,108
   RIVERFRONT INVESTMENT GROUP, LLC 80 - 2024-03-31 29,114 $1,131,000 22,324
   Private Portfolio Partners LLC 85 - 2024-03-31 27,743 $1,078,000 51
   Westside Investment Management Inc. 114 - 2024-03-31 22,250 $863,000 3,000
   Engrave Wealth Partners LLC 42 - 2023-12-31 16,413 $639,000 1,166
   HILL ISLAND FINANCIAL LLC 40 - 2024-03-31 13,937 $541,000 2,236
   GAMMA Investing LLC 214 - 2024-03-31 10,847 $421,000 4,348
   PFG FINANCIAL ADVISORS 170 - 2024-03-31 10,693 $415,000 170
   COMERICA BANK 2052 - 2024-03-31 8,893 $345,000 1,530
   Private Advisor Group LLC 1895 - 2024-03-31 7,044 $274,000 252
   Bleakley Financial Group LLC 789 - 2024-03-31 6,960 $270,000 930
   J P MORGAN CHASE & CO 4580 - 2024-03-31 1,866 $72,000 664

  36 Records found
  1    
  Page 1 of 1
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