Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Harbor ETF Trust - Harbor Long-Term Growers ETF inkluderer WCG Wealth Advisors LLC, Congress Wealth Management LLC / DE /, SpringVest Wealth Management LLC, Keystone Financial Group, Marquette Associates, Inc., Jones Financial Companies Lllp, og Creative Financial Designs Inc /adv .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Marquette Associates, Inc. | 7 292 | 212 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 60 622 | 30,39 | 1 766 | 54,96 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 118 900 | 3 463 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 67 670 | 0,21 | 1 971 | 19,11 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 382 | 11 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 68 447 | 44,37 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 24 396 | 4,23 | 711 | 23,91 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 373 210 | 0,72 | 10 871 | 19,74 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 12 570 | 12,83 | 366 | 34,56 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3 390 122 | 32,18 | 101 356 | 61,31 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 465 760 | 3,29 | 13 565 | 22,79 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 27 096 | 789 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 74 876 | 17,95 | 2 181 | 40,19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 55 147 | 481,11 | 1 606 | 592,24 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 185 402 | 6,51 | 5 400 | 26,62 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 59 418 | 1,08 | 1 731 | 20,14 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 843 | 321,50 | 25 | 380,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 41 062 | 161,77 | 1 196 | 211,20 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 6 890 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 550 | 16 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 2 205 542 | 0,57 | 64 236 | 19,56 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 74 375 | 5,26 | 2 166 | 23,70 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 106 154 | 9,27 | 3 092 | 29,87 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 108 678 | 42,18 | 3 165 | 69,07 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 18 628 | 16,21 | 543 | 38,27 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 11 393 | 332 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 9 385 | 181,66 | 273 | 237,04 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 14 009 | 0,24 | 408 | 19,30 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 54 045 | 9,04 | 1 574 | 29,65 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 48 132 | 138,90 | 1 402 | 184,18 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 31 290 | 89,52 | 911 | 125,50 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 432 620 | 3,89 | 12 600 | 23,51 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 18 125 | 528 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 26 627 | 776 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 54 782 | 41,07 | 1 596 | 67,72 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 154 799 | 8,21 | 4 542 | 44,62 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 17 685 | 6,66 | 515 | 26,85 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7 402 | 0,49 | 216 | 7,50 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 68 330 | 4,61 | 1 990 | 24,38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 166 325 | 26,48 | 150 469 | 50,35 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 260 258 | 125,35 | 7 580 | 167,94 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 33 996 | 5,46 | 990 | 25,48 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 198 247 | 32,63 | 35 | 54,55 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 14 988 | 437 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 23 292 | 20,33 | 678 | 43,04 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 071 365 | 3,62 | 31 204 | 23,18 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 279 | 16,07 | 96 | 37,68 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 69 180 | 89,64 | 2 015 | 125,53 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 175 656 | 7,91 | 5 116 | 28,26 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 24 116 | 71,16 | 702 | 103,48 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 400 111 | 16,70 | 12 | 37,50 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 39 797 | 21,22 | 1 159 | 44,15 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 45 810 | 1,55 | 1 334 | 20,72 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 99 424 | 9 609,38 | 2 896 | 11 480,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 565 697 | 16,37 | 16 476 | 38,35 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15 780 | 6,66 | 460 | 26,80 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 138 471 | 2,48 | 4 | 33,33 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7 630 | 222 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 52 100 | 1 517 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 7 580 | 221 |
