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Get Institutions for : 
Harbor Dividend Growth Leaders Etf (GDIV)  
$14.41 0.05 (0.35%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 25    3
Total shares held : 
3,971,032  
% of shares held : 
44.12%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  10  
Amount of shares held : 
791,001  
% of shares held change : 
  8.79%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$12.06  
Last Quarter's Ending Price : 
$13.45  
Last Quarter's Average Price
$12.65  
Change from last quarter's     
avg. price to the last closing  : 
1.76 (13.91%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 70,525
 1.78%
 
Increased Positions :
12
 856,012
 21.56%
 
Unchanged Positions :
1
 0
 0%
 
Decreased Positions :
5
-27,242
-0.69%
 
Closed Positions :
4
-108,294
-2.73%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 602 - 2024-03-31 1,046,965 $15,233,000 -84,079
   LPL FINANCIAL CORP 1152 - 2024-03-31 905,934 $13,181,000 -42,444
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 842 - 2024-03-31 620,701 $9,031,000 -20,284
   BALYASNY ASSET MANAGEMENT LLC 744 *New 2024-03-31 481,908 $7,012,000 481,908
   Equitable Holdings Inc. 223 - 2024-03-31 373,072 $5,428,000 81,419
   IFG Advisory LLC 104 *New 2024-03-31 274,540 $3,995,000 274,540
   RAYMOND JAMES & ASSOCIATES 1736 - 2024-03-31 274,068 $3,988,000 16,040
   Private Advisor Group LLC 621 - 2024-03-31 218,603 $3,181,000 -65,175
   ATRIA INVESTMENTS LLC 770 - 2023-12-31 98,700 $1,328,000 2,266
   ENVESTNET ASSET MANAGEMENT INC 3012 - 2024-03-31 68,927 $1,003,000 27,857
   BB&T CORP 1595 - 2024-03-31 68,540 $997,000 24,082
   Worth Financial Advisory Group LLC 42 - 2024-03-31 60,923 $886,000 12,613
   GTS SECURITIES LLC 618 - 2024-03-31 52,016 $757,000 52,016
   Atria Wealth Solutions Inc. 1204 - 2024-03-31 38,000 $553,000 0
   Adviser Investments LLC 413 - 2024-03-31 28,499 $415,000 0
   SOL CAPITAL MANAGEMENT CO 264 - 2024-03-31 20,400 $297,000 0
   Perigon Wealth Management LLC 706 - 2024-03-31 18,887 $275,000 0
   JANNEY MONTGOMERY SCOTT LLC 2522 - 2024-03-31 14,479 $211,000 -104
   CITADEL ADVISORS LLC 4586 - 2024-03-31 13,425 $195,000 13,425
   Proficio Capital Partners LLC 322 - 2024-03-31 13,181 $192,000 -6,031
   Advisor Group Holdings Inc. 3876 - 2024-03-31 10,481 $152,000 -15,158
   Householder Group Estate & Retirement Specialist L 447 - 2024-03-31 4,000 $58,000 700
   PRIVATE TRUST CO NA 1533 - 2024-03-31 959 $14,000 0
   IFP Advisors Inc 2302 - 2023-12-31 507 $7,000 5
   CWM LLC 3978 - 2024-03-31 135 $2,000 -834
   Sequoia Financial Advisors LLC 1154 *Closed 2024-03-31 0 $0 -10,876
   WELLS FARGO & CO/MN 6525 *Closed 2024-03-31 0 $0 -2,481
   PROEQUITIES INC. 8255 - 2024-03-31 0 $0 0
   Impact Partnership Wealth LLC 778 *Closed 2024-03-31 0 $0 -316

  29 Records found
  1    
  Page 1 of 1
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