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Get Institutions for : 
Harbor International Compounders Etf (OSEA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 7    2
Total shares held : 
 368,358  
% of shares held : 
 4.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 109,336  
% of shares held change : 
   1.21%  
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 :
2
 49,262
 13.37%
 
Increased Positions :
3
 62,336
 16.92%
 
Unchanged Positions :
1
 95,510
 25.93%
 
Decreased Positions :
1
-2,262
-0.61%
 
Closed Positions :
0
0
0%
 
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
   Arlington Financial Advisors LLC 1 *New 2024-03-31 1,454,841 $39,785,000 1,454,841
   Venturi Wealth Management LLC 55 - 2024-03-31 248,460 $6,795,000 87,300
   Legacy CG LLC 33 *New 2024-03-31 152,593 $4,173,000 152,593
   FMA Wealth Management LLC 12 - 2024-03-31 119,343 $3,272,000 23,833
   JANE STREET GROUP LLC 3041 - 2023-12-31 43,539 $1,139,000 21,175
   MANCHESTER CAPITAL MANAGEMENT LLC 115 *New 2024-03-31 36,563 $1,000,000 36,563
   Fiduciary Group LLC *New 2023-12-31 37,756 $988,000 37,756
   FINANCIAL MANAGEMENT NETWORK INC 78 *New 2024-03-31 28,180 $761,000 28,180
   CITADEL ADVISORS LLC 3683 - 2023-12-31 17,535 $459,000 -2,262
   COMMONWEALTH EQUITY SERVICES LLC. 3089 *New 2024-03-31 12,834 $351,000 12,834
   BANK OF MONTREAL /CAN/ *New 2023-12-31 11,506 $305,000 11,506
   SUMMIT ASSET MANAGEMENT, LLC 137 *New 2024-03-31 9,695 $265,000 9,695
   Advisor Group Holdings Inc. 3836 - 2024-03-31 6,000 $163,000 4,648
   SITTNER & NELSON LLC 176 *New 2024-03-31 3,007 $82,000 3,007
   PROEQUITIES INC. 8254 *New 2024-03-31 0 $0 0
  15 Records found
  1    
  Page 1 of 1
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