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Get Institutions for : 
Hartford Municipal Opportunities Etf (HMOP)  
$38.28 0.02 (0.05%) as of 4:30 Fri 5/31


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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 : 
 $36.64  
Last Quarter's Ending Price : 
 $38.94  
Last Quarter's Average Price : 
 $37.48  
Change from last quarter's     
avg. price to the last closing  : 
0.80 (2.13%)  




 
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: 3-31-2022 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 the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 250 - 2024-03-31 1,310,661 $50,906,000 -384,639
   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
   BANK OF AMERICA CORP /DE/ 2061 - 2024-03-31 438,023 $17,013,000 -19,691
   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
   Legacy CG LLC 7 - 2024-03-31 283,614 $11,016,000 -53,840
   H D Vest Advisory Services 195 - 2024-03-31 230,957 $8,970,000 -240,575
   LPL FINANCIAL CORP 1469 - 2024-03-31 202,947 $7,882,000 -107,550
   ERn Financial LLC 21 - 2024-03-31 198,725 $7,718,000 -1,898
   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
   JANNEY MONTGOMERY SCOTT LLC 739 - 2024-03-31 137,374 $5,336,000 -3,336
   ENVESTNET ASSET MANAGEMENT INC 2056 - 2024-03-31 114,123 $4,433,000 60,027
   Financial Planning & Information Services Inc. 31 - 2024-03-31 111,394 $4,327,000 -2,725
   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
   Sepio Capital LLC 62 - 2024-03-31 89,567 $3,479,000 -42,061
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1228 - 2024-03-31 53,560 $2,080,000 -5,751
   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
   Amplius Wealth Advisors LLC 55 - 2024-03-31 43,439 $1,687,000 -119,096
   MARINER WEALTH ADVISORS, LLC 1224 - 2024-03-31 41,348 $1,606,000 -14,304
   Naviter Wealth LLC 115 *New 2024-03-31 39,726 $1,547,000 39,726
   Advisor Group Holdings Inc. 1984 - 2024-03-31 36,370 $1,413,000 7,299
   CAPTRUST FINANCIAL ADVISORS 950 - 2024-03-31 36,310 $1,410,000 -10,855
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 187 - 2024-03-31 33,278 $1,293,000 0
   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
   Krasney Financial LLC 148 - 2024-03-31 27,347 $1,062,000 -189
   Westside Investment Management Inc. 114 - 2024-03-31 22,250 $863,000 3,000
   WEST MICHIGAN ADVISORS LLC 64 *New 2024-03-31 21,240 $825,000 21,240
   Engrave Wealth Partners LLC 42 - 2023-12-31 16,413 $639,000 1,166
   Thrive Wealth Management LLC 94 - 2024-03-31 15,998 $621,000 -5,678
   Madison Wealth Partners Inc 61 - 2024-03-31 15,416 $599,000 -3,389
   HILL ISLAND FINANCIAL LLC 40 - 2024-03-31 13,937 $541,000 2,236
   Capital Analysts Inc. 307 - 2024-03-31 13,787 $535,000 -329
   AXXCESS WEALTH MANAGEMENT LLC 554 - 2024-03-31 11,798 $458,000 -2,033
   Capital Asset Advisory Services LLC 192 - 2024-03-31 11,798 $454,000 -2,033
   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
   Stonehearth Capital Management LLC 39 - 2024-03-31 10,659 $414,000 -6,278
   ARMSTRONG ADVISORY GROUP INC 114 - 2024-03-31 10,500 $409,000 0
   RAYMOND JAMES TRUST CO 854 - 2024-03-31 9,630 $374,000 0
   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
   Simplicity WealthLLC 953 *New 2024-03-31 6,960 $270,000 6,960
   PRUDENTIAL FINANCIAL INC 2391 *New 2024-03-31 6,512 $253,000 6,512
   Sawtooth Asset Management Inc. 917 - 2023-12-31 6,030 $235,000 0
   DAVIDSON D A & CO 1250 - 2024-03-31 5,990 $233,000 -6,597
   OneAscent Financial Services LLC 339 - 2024-03-31 5,737 $223,000 0
   HARBOUR INVESTMENTS INC. 1130 - 2023-12-31 2,605 $101,000 -1,144
   J P MORGAN CHASE & CO 4580 - 2024-03-31 1,866 $72,000 664
   Wagner Wealth Management LLC 201 - 2024-03-31 260 $10,000 0
   ICA Group Wealth Management LLC 1114 - 2024-03-31 80 $3,000 0
   WELLS FARGO & CO/MN 6329 - 2024-03-31 1 $0 0
   Tidemark LLC 673 *Closed 2024-03-31 0 $0 -749
   TOWER RESEARCH CAPITAL LLC 5885 - 2024-03-31 5 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6341 *Closed 2024-03-31 0 $0 -23,475
   GTS SECURITIES LLC 1420 *Closed 2024-03-31 0 $0 -8,982
   PROEQUITIES INC. 8233 - 2024-03-31 0 $0 0
   MORGAN STANLEY 7662 *Closed 2024-03-31 0 $0 -1
   FMR LLC 5551 - 2024-03-31 1 $0 0
   CWM LLC 4615 *Closed 2024-03-31 0 $0 -1,572
  78 Records found
  1    
  Page 1 of 1
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