Free Trial
→ ⭕ [URGENT] Buy Alert just triggered (From Behind the Markets) (Ad) Free HSRT Stock Alerts

Hartford AAA CLO ETF (HSRT) Institutional Ownership

$39.26 +0.05 (+0.13%)
(As of 12/20/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for Hartford AAA CLO ETF (BATS:HSRT)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$41.50M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$13.96M
Get HSRT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Hartford AAA CLO ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HSRT Institutional Buying and Selling by Quarter

Hartford AAA CLO ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Jane Street Group LLC32,564$1.27M0.0%N/A1.143%
11/15/2024 Stifel Financial Corp11,294$440K0.0%-12.6%0.396%
10/31/2024 Concurrent Investment Advisors LLC13,564$529K0.0%-30.8%0.476%
10/28/2024 ForthRight Wealth Management LLC184,572$7.20M2.4%+123.2%6.476%
10/23/2024 Fiduciary Planning LLC652,409$25.43M8.6%+3.2%22.892%
10/22/2024 Private Advisor Group LLC41,327$1.61M0.0%+3.8%1.450%
8/21/2024 Truist Financial Corp5,763$224K0.0%-18.9%0.202%
8/14/2024 Evergreen Capital Management LLC429,982$16.83M0.6%+53.2%15.087%
8/7/2024 Fiduciary Planning LLC631,936$24.61M8.8%+4.8%22.173%
8/2/2024 Belpointe Asset Management LLC32,408$1.26M0.1%-66.4%1.137%
7/31/2024Commonwealth Equity Services LLC19,720$768K0.0%+2.5%0.692%
7/31/2024 Concurrent Investment Advisors LLC19,589$763K0.0%N/A0.687%
7/13/2024 ForthRight Wealth Management LLC82,699$3.22M1.2%+70.4%2.902%
7/2/2024 McAlister Sweet & Associates Inc.33,088$1.29M0.9%N/A1.161%
5/16/2024 Jane Street Group LLC123,292$4.80M0.0%-47.3%4.326%
5/1/2024 Centric Wealth Management50,000$1.95M0.6%-71.8%1.852%
4/30/2024 Private Advisor Group LLC39,978$1.56M0.0%+13.0%1.481%
4/30/2024Commonwealth Equity Services LLC19,233$749K0.0%+18.2%0.712%
4/29/2024 Fiduciary Planning LLC603,161$23.49M8.9%+0.6%22.339%
4/13/2024 Quad Cities Investment Group LLC7,009$273K0.2%-16.9%0.584%
2/6/2024 Centric Wealth Management177,500$6.91M2.2%N/A14.792%
2/6/2024 Private Advisor Group LLC35,376$1.38M0.0%+17.4%2.948%
2/2/2024 Truist Financial Corp7,255$283K0.0%-10.1%0.605%
1/30/2024 Avior Wealth Management LLC6,911$269K0.0%N/A0.576%
1/25/2024 Fiduciary Planning LLC599,405$23.37M9.9%+240.8%49.950%
1/23/2024 ForthRight Wealth Management LLC40,125$1.56M0.6%+67.2%3.344%
1/16/2024Raymond James Financial Services Advisors Inc.80,830$3.15M0.0%-34.9%6.736%
1/12/2024 CGC Financial Services LLC2,427$95K0.0%N/A0.202%
1/10/2024 Quad Cities Investment Group LLC8,437$328K0.2%-15.4%0.703%
11/15/2023 Evergreen Capital Management LLC361,883$13.82M0.6%-17.0%30.157%
11/13/2023 LPL Financial LLC136,880$5.21M0.0%+24.2%11.407%
11/8/2023 Aptus Capital Advisors LLC172,647$6.57M0.2%N/A14.387%
11/8/2023 Atria Wealth Solutions Inc.19,189$731K0.0%-22.6%1.599%
11/3/2023 Private Advisor Group LLC30,139$1.15M0.0%-4.0%2.512%
10/26/2023 Fiduciary Planning LLC175,897$6.70M3.2%N/A14.658%
10/24/2023Raymond James Financial Services Advisors Inc.124,072$4.72M0.0%+471.7%10.339%
10/24/2023 ForthRight Wealth Management LLC24,005$914K0.4%N/A2.000%
10/23/2023Commonwealth Equity Services LLC15,673$597K0.0%+1.9%1.306%
10/3/2023 McAlister Sweet & Associates Inc.114,027$4.34M3.7%N/A9.502%
8/10/2023 Private Advisor Group LLC31,387$1.19M0.0%N/A2.853%
⭕ [URGENT] Buy Alert just triggered (Ad)

My absolute favorite stock just hit a critical "buy now" trigger price.

Click here for the ticker >>>
8/10/2023Cetera Advisor Networks LLC36,811$1.40M0.0%+269.2%3.346%
8/3/2023 Atria Wealth Solutions Inc.24,782$945K0.0%+210.9%2.253%
8/1/2023 Truist Financial Corp9,000$342K0.0%-13.0%0.818%
7/31/2023 LPL Financial LLC110,181$4.18M0.0%+11.6%10.016%
7/25/2023Raymond James Financial Services Advisors Inc.21,703$824K0.0%N/A1.973%
7/12/2023 Quad Cities Investment Group LLC9,912$376K0.2%-8.0%0.901%
6/14/2023 Atria Wealth Solutions Inc.7,971$305K0.0%N/A0.569%
5/22/2023 Raleigh Capital Management Inc.1,729$66K0.0%N/A0.115%
5/10/2023 LPL Financial LLC98,732$3.77M0.0%+1.2%6.582%
5/5/2023 Truist Financial Corp10,342$395K0.0%-29.9%0.689%
5/2/2023 Financial Planning & Information Services Inc.352,449$13.46M2.6%-22.4%23.497%
4/20/2023 Madison Wealth Partners Inc5,406$206K0.1%-7.5%0.360%
2/13/2023 Financial Planning & Information Services Inc.454,134$17.14M3.6%-12.9%0.000%
2/13/2023 Wealthcare Advisory Partners LLC82,651$3.12M0.1%+0.9%0.000%
2/7/2023Commonwealth Equity Services LLC9,143$345K0.0%-36.8%0.000%
2/7/2023 LPL Financial LLC97,535$3.68M0.0%+292.4%0.000%
2/7/2023 Envestnet Asset Management Inc.7,353$278K0.0%-71.6%0.000%
2/1/2023 Marshall Financial Group LLC7,640$288K0.1%N/A0.000%
11/15/2022 Evergreen Capital Management LLC790,169$29.68M1.6%-15.1%0.000%
11/14/2022 MML Investors Services LLC5,417$203K0.0%N/A0.000%
11/14/2022 Atlas Private Wealth Advisors7,272$272K0.2%-42.0%0.000%
11/9/2022 Westside Investment Management Inc.1,200$44K0.0%-80.6%0.000%
10/26/2022 Truist Financial Corp33,329$1.25M0.0%-60.5%0.000%
10/25/2022 Financial Planning & Information Services Inc.521,640$19.54M4.7%-6.9%0.000%
8/23/2022 WCG Wealth Advisors LLC8,770$333K0.0%N/A0.000%
8/18/2022 Atlas Private Wealth Advisors12,548$477K0.3%-34.0%0.000%
8/11/2022Capital Asset Advisory Services LLC1,374$52K0.0%-49.7%0.000%
8/4/2022 Northwestern Mutual Wealth Management Co.3,603$137K0.0%+12.6%0.000%
8/3/2022 Envestnet Asset Management Inc.74,113$2.82M0.0%-32.9%0.000%
7/22/2022 Madison Wealth Partners Inc5,860$223K0.1%N/A0.000%
7/22/2022 Truist Financial Corp84,374$3.21M0.0%-51.9%0.000%
7/19/2022 Financial Planning & Information Services Inc.560,418$21.31M5.2%-6.9%0.000%
7/19/2022Commonwealth Equity Services LLC14,474$550K0.0%-9.3%0.000%
5/17/2022 Evergreen Capital Management LLC1,000,699$39.23M1.6%-8.5%0.000%
5/12/2022Claraphi Advisory Network LLC18,035$707K0.2%N/A0.000%
5/11/2022RFG Advisory LLC5,284$207K0.0%-95.8%0.000%
5/9/2022 Northwestern Mutual Wealth Management Co.3,199$126K0.0%+10.3%0.000%
5/6/2022 Quad Cities Investment Group LLC13,131$515K0.3%+4.9%0.000%
5/4/2022Commonwealth Equity Services LLC15,952$625K0.0%-63.2%0.000%
5/4/2022 Envestnet Asset Management Inc.110,418$4.33M0.0%+85.0%0.000%
5/3/2022 FinTrust Capital Advisors LLC4,715$185K0.0%N/A0.000%
5/2/2022 Steward Partners Investment Advisory LLC10,000$392K0.0%N/A0.000%
4/29/2022Capital Asset Advisory Services LLC2,731$107K0.0%-19.6%0.000%
4/26/2022 Atlas Private Wealth Advisors19,013$745K0.3%+29.3%0.000%
4/22/2022 Truist Financial Corp175,590$6.88M0.0%+38.9%0.000%
4/19/2022 Financial Planning & Information Services Inc.602,132$23.61M5.3%+264.7%0.000%
4/11/2022 Atlas Private Wealth Advisors14,708$596K0.3%N/A0.000%
3/11/2022 Evergreen Capital Management LLC1,093,197$44.32M1.8%+20.4%0.000%
2/15/2022 Westside Investment Management Inc.6,200$251K0.0%N/A0.000%
2/14/2022 LPL Financial LLC131,968$5.35M0.0%+28.2%0.000%
⭕ [URGENT] Buy Alert just triggered (Ad)

My absolute favorite stock just hit a critical "buy now" trigger price.

Click here for the ticker >>>
2/10/2022 HighTower Advisors LLC25,188$1.02M0.0%-2.3%0.000%
2/9/2022 First Horizon Advisors Inc.1,002$41K0.0%N/A0.000%
2/4/2022 Envestnet Asset Management Inc.59,701$2.42M0.0%+3.5%0.000%
2/4/2022Capital Asset Advisory Services LLC3,395$138K0.0%-41.1%0.000%
2/3/2022 Advisor Group Holdings Inc.4,000$162K0.0%N/A0.000%
2/2/2022 Quad Cities Investment Group LLC12,512$507K0.3%+34.4%0.000%
2/2/2022 Financial Planning & Information Services Inc.165,118$6.69M1.6%+62.4%0.000%
1/31/2022Commonwealth Equity Services LLC43,392$1.76M0.0%+132.7%0.000%
1/21/2022 Alliance Wealth Advisors LLC5,061$205K0.2%N/A0.000%
11/16/2021 LPL Financial LLC102,963$4.22M0.0%+8.3%0.000%
(Data available from 1/1/2016 forward)

HSRT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HSRT shares?

During the previous two years, 26 institutional investors and hedge funds held shares of Hartford AAA CLO ETF. The most heavily invested institutionals were Fiduciary Planning LLC ($25.43M), Evergreen Capital Management LLC ($16.83M), Financial Planning & Information Services Inc. ($13.46M), ForthRight Wealth Management LLC ($7.20M), Aptus Capital Advisors LLC ($6.57M), LPL Financial LLC ($5.21M), and Raymond James Financial Services Advisors Inc. ($3.15M).Learn more on HSRT's institutional investors.

Which institutional investors have been buying Hartford AAA CLO ETF stock?

Of the 19 institutional investors that purchased Hartford AAA CLO ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fiduciary Planning LLC ($652.41K), Centric Wealth Management ($177.50K), ForthRight Wealth Management LLC ($176.16K), Aptus Capital Advisors LLC ($172.65K), Evergreen Capital Management LLC ($149.37K), McAlister Sweet & Associates Inc. ($147.12K), and Raymond James Financial Services Advisors Inc. ($124.07K).

How much institutional buying is happening at Hartford AAA CLO ETF?

Institutional investors have bought a total of 1,880,995 shares in the last 24 months. This purchase volume represents approximately $72.54M in transactions.

Which Hartford AAA CLO ETF major shareholders have been selling company stock?

Of the 15 institutional investors that sold Hartford AAA CLO ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Planning & Information Services Inc. ($169.19K), Centric Wealth Management ($127.50K), Jane Street Group LLC ($110.84K), Evergreen Capital Management LLC ($74.23K), Belpointe Asset Management LLC ($63.91K), Raymond James Financial Services Advisors Inc. ($43.24K), and Envestnet Asset Management Inc. ($18.58K).

How much institutional selling is happening at Hartford AAA CLO ETF?

Institutional investors have sold a total of 639,473 shares in the last 24 months. This volume of shares sold represents approximately $24.64M in transactions.


Related Companies

This page (BATS:HSRT) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners
Did You See Trump’s Bombshell Exec. Order 001?
Starting with what I call Exec. Order 001. It’s a bombshell law that I believe Trump will sign within minut...
Banyan Hill Publishing | Sponsored
This Crypto Is Set to Explode in December
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
Could This Tiny Device Help You Make an Extra $30k a Year?
I believe it’s going to power Elon Musk’s next AI revolution… A revolution he believes will be worth more t...
Brownstone Research | Sponsored
WARNING: “Buffett Indicator” flashing for first time in 50 years
Warren Buffett has sold a staggering $97 billion worth of stocks this year... But why? Our research indi...
Behind the Markets | Sponsored
Your bank is lying to you.
You might think you have your money in a high-yield savings account, but do you really? The national average A...
MyBankTracker | Sponsored
Rare "crisis signal" triggers for third time in U.S. market
A rare pattern has just repeated for the third time in U.S. history. The last two times this happened, the...
Stansberry Research | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
Elon Musk’s chilling warning for humanity
The 'invasion' I've discovered has nothing to do with the border crisis. What's happening at our southern bord...
The Freeport Society | Sponsored