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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 53 - 2023-12-31 914,695 $19,156,000 147,816
   NEW HARBOR FINANCIAL GROUP, LLC *New 2023-12-31 883,726 $18,505,000 883,726
   COMMONWEALTH EQUITY SERVICES LLC. 715 - 2023-12-31 496,143 $10,389,000 112,379
   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
   FMA Wealth Management LLC 9 - 2023-12-31 168,976 $3,538,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1359 - 2024-03-31 149,574 $3,312,000 -13,793
   Private Advisor Group LLC 606 *New 2023-12-31 144,717 $3,030,000 144,717
   One Charles Private Wealth Services LLC 17 - 2023-12-31 89,680 $1,878,000 -65,332
   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 - 2023-12-31 37,278 $781,000 5,217
   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
   JANNEY MONTGOMERY SCOTT LLC 1969 *New 2023-12-31 21,400 $448,000 21,400
   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
   J P MORGAN CHASE & CO 3920 *New 2023-12-31 14,641 $307,000 14,641
   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
   BB&T CORP 2338 - 2023-12-31 12,529 $262,000 -3,771
   Independent Advisor Alliance 584 - 2023-12-31 12,368 $259,000 3,492
   Balboa Wealth Partners 188 *New 2023-12-31 12,000 $251,000 12,000
   Advisor OS LLC 307 *New 2023-12-31 10,578 $222,000 10,578
   Empire Financial Management Company LLC 189 *New 2023-12-31 10,018 $210,000 10,018
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4867 *New 2023-12-31 9,677 $203,000 9,677
   Advisor Group Holdings Inc. 4172 - 2023-12-31 6,615 $139,000 -5
   SANDY SPRING BANK - 2023-12-31 3,125 $65,000 1,275
   Retirement Group LLC 391 - 2023-12-31 700 $15,000 0
   PROEQUITIES INC. 2009 - 2023-12-31 109 $2,000 109
   Lee Financial CORP 762 *New 2023-12-31 106 $2,000 106
   Aprio Wealth Management LLC 259 *Closed 2024-03-31 0 $0 -47,514
  33 Records found
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