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Get Institutions for : 
Harbor Long Term Growers Etf (WINN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 38    5
Total shares held : 
 9,104,607  
% of shares held : 
 34.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 1,951,818  
% of shares held change : 
   7.48%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 673,340
 7.4%
 
Increased Positions :
21
 1,345,859
 14.78%
 
Unchanged Positions :
4
 40,920
 0.45%
 
Decreased Positions :
5
-22,497
-0.25%
 
Closed Positions :
3
-44,884
-0.49%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   LPL FINANCIAL CORP 425 - 2024-03-31 3,048,808 $71,556,000 679,315
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 197 - 2024-03-31 1,719,898 $40,366,000 83,768
   CI Private Wealth LLC 283 - 2024-03-31 1,528,073 $35,864,000 1,926
   Grant Street Asset Management Inc. 3 - 2024-03-31 1,342,438 $31,507,000 577,593
   COMMONWEALTH EQUITY SERVICES LLC. 678 - 2024-03-31 539,106 $12,653,000 204,680
   WJ Wealth Management LLC 10 - 2024-03-31 400,023 $9,389,000 144,034
   Private Advisor Group LLC 337 - 2024-03-31 318,158 $7,467,000 41,550
   Provident Wealth Management LLC 9 *New 2024-03-31 276,388 $6,487,000 276,388
   Equitable Holdings Inc. 204 - 2024-03-31 274,070 $6,432,000 -45,278
   SYNOVUS FINANCIAL CORP 179 - 2024-03-31 213,864 $5,020,000 23,014
   TRANSCEND WEALTH COLLECTIVE LLC 66 - 2024-03-31 184,982 $4,342,000 36,614
   ENVESTNET ASSET MANAGEMENT INC 2076 - 2024-03-31 183,097 $4,297,000 21,575
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1214 - 2024-03-31 182,882 $4,292,000 158,910
   Advisor Group Holdings Inc. 1207 - 2024-03-31 168,258 $3,949,000 26,531
   H D Vest Advisory Services 374 - 2024-03-31 160,362 $3,764,000 16,977
   MML INVESTORS SERVICES LLC 775 - 2024-03-31 156,412 $3,671,000 2,591
   SOL CAPITAL MANAGEMENT CO 94 - 2024-03-31 112,030 $2,629,000 23,596
   FINANCIAL MANAGEMENT NETWORK INC 44 - 2024-03-31 85,415 $1,965,000 21,503
   BENJAMIN F. EDWARDS & COMPANY INC. 369 - 2024-03-31 80,833 $1,897,000 -10
   ATRIA INVESTMENTS LLC 760 - 2024-03-31 65,719 $1,542,000 6,263
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1485 - 2024-03-31 60,143 $1,412,000 27,420
   SFG Wealth Management LLC. 25 - 2024-03-31 49,969 $1,173,000 527
   Lantz Financial LLC 78 - 2024-03-31 47,328 $1,111,000 5,295
   RAYMOND JAMES & ASSOCIATES 2517 *New 2024-03-31 46,577 $1,093,000 46,577
   GELLER FAMILY OFFICE SERVICES LLC 79 - 2024-03-31 40,080 $941,000 23,659
   Bluesphere Advisors LLC 34 - 2024-03-31 33,968 $797,000 22,154
   JANE STREET GROUP LLC 3390 *New 2024-03-31 32,238 $757,000 32,238
   HIGHTOWER ADVISORS, LLC 1956 - 2024-03-31 32,004 $752,000 0
   BB&T CORP 1793 *New 2024-03-31 28,060 $659,000 28,060
   SITTNER & NELSON LLC 69 - 2024-03-31 20,030 $470,000 5,140
   FIRST HEARTLAND CONSULTANTS INC 284 - 2024-03-31 16,641 $391,000 868
   FIDELITY D & D BANCORP INC 51 *New 2024-03-31 16,350 $384,000 16,350
   Phoenix Wealth Advisors 79 - 2024-03-31 16,030 $376,000 0
   HARBOUR INVESTMENTS INC. 639 - 2023-12-31 17,739 $367,000 -1,254
   TWO SIGMA INVESTMENTS LLC 2359 - 2024-03-31 15,600 $366,000 -1,200
   RDL FINANCIAL INC 95 - 2024-03-31 17,998 $334,000 0
   Tyler-Stone Wealth Management 127 - 2024-03-31 14,040 $330,000 6,000
   Western Wealth Management LLC 512 *New 2024-03-31 12,477 $293,000 12,477
   WealthCare Investment Partners LLC 115 - 2024-03-31 11,281 $265,000 0
   JANNEY MONTGOMERY SCOTT LLC 2434 - 2024-03-31 10,578 $248,000 578
   Bill Few Associates Inc. 140 - 2024-03-31 10,461 $246,000 -43
   Stratos Wealth Partners LTD. 1184 *New 2024-03-31 10,194 $239,000 10,194
   MARINER WEALTH ADVISORS, LLC 2723 *New 2024-03-31 8,909 $209,000 8,909
   BANK OF AMERICA CORP /DE/ 5014 *New 2024-03-31 6,482 $152,000 6,482
   IFP Advisors Inc 1497 - 2023-12-31 2,542 $53,000 -1,087
   FIFTH THIRD BANCORP 1353 *New 2024-03-31 2,047 $48,000 2,047
   PRIVATE TRUST CO NA 1282 *New 2024-03-31 1,301 $31,000 1,301
   UBS Group AG 5688 *New 2024-03-31 909 $21,000 909
   MORGAN STANLEY 6316 *New 2024-03-31 700 $16,000 700
   Impact Partnership Wealth LLC 446 *New 2024-03-31 430 $10,000 430
   Householder Group Estate & Retirement Specialist L 905 *New 2024-03-31 250 $6,000 250
   PROEQUITIES INC. 8273 - 2024-03-31 0 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6469 *Closed 2024-03-31 0 $0 -39,297
   Concurrent Investment Advisors LLC 931 *Closed 2024-03-31 0 $0 -22,280
  54 Records found
  1    
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