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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
   NEW HARBOR FINANCIAL GROUP, LLC 6 - 2024-03-31 900,074 $19,932,000 16,348
   SYNOVUS FINANCIAL CORP 53 - 2023-12-31 914,695 $19,156,000 147,816
   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
   One Charles Private Wealth Services LLC 17 - 2023-12-31 89,680 $1,878,000 -65,332
   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
   JANE STREET GROUP LLC 2831 - 2023-12-31 65,887 $1,380,000 65,887
   Arkadios Wealth Advisors 238 - 2024-03-31 44,400 $983,000 7,122
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2048 - 2024-03-31 28,730 $636,000 -750
   FLOW TRADERS U.S. LLC 480 *New 2023-12-31 23,456 $491,000 23,456
   JAFFETILCHIN INVESTMENT PARTNERS LLC 248 - 2023-12-31 18,665 $391,000 -18,985
   ENVESTNET ASSET MANAGEMENT INC 3554 - 2023-12-31 15,349 $321,000 -3,846
   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 2338 - 2023-12-31 12,529 $262,000 -3,771
   Balboa Wealth Partners 188 *New 2023-12-31 12,000 $251,000 12,000
   Empire Financial Management Company LLC 189 *New 2023-12-31 10,018 $210,000 10,018
   SANDY SPRING BANK 515 - 2024-03-31 3,125 $69,000 0
   PROEQUITIES INC. 2049 - 2024-03-31 109 $2,000 0
   Lee Financial CORP 762 *New 2023-12-31 106 $2,000 106
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5968 *Closed 2024-03-31 0 $0 -9,677
   Retirement Group LLC 852 *Closed 2024-03-31 0 $0 -700
   J P MORGAN CHASE & CO 6451 *Closed 2024-03-31 0 $0 -14,641
   Aprio Wealth Management LLC 259 *Closed 2024-03-31 0 $0 -47,514
  33 Records found
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