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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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Provident Wealth Management LLC 9 *New 2024-03-31 276,388 $6,487,000 276,388
   RAYMOND JAMES & ASSOCIATES 2517 *New 2024-03-31 46,577 $1,093,000 46,577
   JANE STREET GROUP LLC 3390 *New 2024-03-31 32,238 $757,000 32,238
   BB&T CORP 1793 *New 2024-03-31 28,060 $659,000 28,060
   FIDELITY D & D BANCORP INC 51 *New 2024-03-31 16,350 $384,000 16,350
   Western Wealth Management LLC 512 *New 2024-03-31 12,477 $293,000 12,477
   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
   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

  15 Records found
  1    
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