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Get Institutions for : 
Harbor All-weather Inflation Focus Etf (HGER)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 31    10
Total shares held : 
 3,752,850  
% of shares held : 
 41.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 1,575,651  
% of shares held change : 
   17.51%  
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 :
12
 1,192,378
 31.77%
 
Increased Positions :
11
 507,066
 13.51%
 
Unchanged Positions :
2
 169,676
 4.52%
 
Decreased Positions :
6
-101,316
-2.7%
 
Closed Positions :
2
-22,477
-0.6%
 
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
   SYNOVUS FINANCIAL CORP 51 - 2024-03-31 960,879 $21,281,000 46,184
   NEW HARBOR FINANCIAL GROUP, LLC 6 - 2024-03-31 900,074 $19,932,000 16,348
   COMMONWEALTH EQUITY SERVICES LLC. 776 - 2024-03-31 459,950 $10,186,000 -36,193
   Integrys Wealth Advisors LLC 16 - 2024-03-31 359,697 $7,965,000 66,007
   RAYMOND JAMES & ASSOCIATES 1405 - 2024-03-31 291,710 $6,460,000 132,555
   Ellsworth Advisors LLC 10 *New 2024-03-31 251,022 $5,794,000 251,022
   Private Advisor Group LLC 525 - 2024-03-31 184,539 $4,087,000 39,822
   FMA Wealth Management LLC 9 - 2024-03-31 163,016 $3,610,000 -5,960
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1359 - 2024-03-31 149,574 $3,312,000 -13,793
   Empire Financial Management Company LLC 33 - 2024-03-31 116,987 $2,591,000 106,969
   One Charles Private Wealth Services LLC 21 - 2024-03-31 84,825 $1,878,000 -4,855
   JANNEY MONTGOMERY SCOTT LLC 1205 - 2024-03-31 79,659 $1,764,000 58,259
   IFP Advisors Inc 293 - 2023-12-31 72,661 $1,521,000 14,423
   Pensionmark Financial Group LLC 103 *New 2024-03-31 65,391 $1,448,000 65,391
   Arkadios Wealth Advisors 238 - 2024-03-31 44,400 $983,000 7,122
   JANE STREET GROUP LLC 3286 - 2024-03-31 37,088 $821,000 -28,799
   Trajan Wealth LLC 116 - 2024-03-31 34,629 $767,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2048 - 2024-03-31 28,730 $636,000 -750
   BANK OF MONTREAL /CAN/ 2191 *New 2024-03-31 18,715 $415,000 18,715
   ENVESTNET ASSET MANAGEMENT INC 3651 - 2024-03-31 14,618 $324,000 -731
   Platform Technology Partners 156 *New 2023-12-31 14,545 $306,000 14,545
   SFG Wealth Management LLC. 74 *New 2024-03-31 13,338 $295,000 13,338
   Independent Advisor Alliance 586 - 2024-03-31 12,702 $281,000 334
   Advisor Group Holdings Inc. 3406 - 2024-03-31 12,128 $269,000 5,513
   Advisor OS LLC 329 - 2024-03-31 11,912 $264,000 1,334
   BB&T CORP 2332 - 2024-03-31 11,682 $259,000 -847
   SANDY SPRING BANK 515 - 2024-03-31 3,125 $69,000 0
   UBS Group AG 6555 *New 2024-03-31 113 $3,000 113
   PROEQUITIES INC. 2049 - 2024-03-31 109 $2,000 0
   FLOW TRADERS U.S. LLC 740 *Closed 2024-03-31 0 $0 -23,456
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5968 *Closed 2024-03-31 0 $0 -9,677
   Balboa Wealth Partners 256 *Closed 2024-03-31 0 $0 -12,000
   Lee Financial CORP 530 *Closed 2024-03-31 0 $0 -106
   Retirement Group LLC 852 *Closed 2024-03-31 0 $0 -700
   JAFFETILCHIN INVESTMENT PARTNERS LLC 394 *Closed 2024-03-31 0 $0 -18,665
   J P MORGAN CHASE & CO 6451 *Closed 2024-03-31 0 $0 -14,641
   MORGAN STANLEY 7763 *New 2024-03-31 1 $0 1
   Aprio Wealth Management LLC 259 *Closed 2024-03-31 0 $0 -47,514
  38 Records found
  1    
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