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Harbor Commodity All-Weather Strategy ETF (HGER) Institutional Ownership

$21.90 +0.22 (+1.01%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for Harbor Commodity All-Weather Strategy ETF (NYSEARCA:HGER)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$35.71M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.65M
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HGER Institutional Buying and Selling by Quarter

Harbor Commodity All-Weather Strategy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Synovus Financial Corp987,250$22.32M0.3%-0.2%13.846%
11/25/2024 World Investment Advisors LLC37,845$855K0.0%-38.4%0.531%
11/25/2024 Sanctuary Advisors LLC76,776$1.76M0.0%+42.4%1.077%
11/18/2024 Empire Financial Management Company LLC141,456$3.20M1.0%+1.4%1.984%
11/15/2024 Orion Portfolio Solutions LLC114,522$2.59M0.1%+16.5%1.606%
11/15/2024 HighTower Advisors LLC336,789$7.62M0.0%+316.9%4.724%
11/13/2024 Townsquare Capital LLC150,772$3.41M0.0%-0.8%2.115%
11/13/2024 Independent Advisor Alliance14,439$326K0.0%+9.4%0.203%
11/12/2024 One Charles Private Wealth Services LLC133,050$3.01M1.1%+0.9%1.866%
11/12/2024 Cerity Partners LLC20,994$475K0.0%N/A0.294%
11/5/2024 Platform Technology Partners42,741$966K0.3%+38.7%0.599%
10/29/2024 Janney Montgomery Scott LLC451,783$10.21M0.0%-6.4%6.336%
10/25/2024 Trajan Wealth LLC25,018$566K0.0%-15.1%0.351%
10/24/2024 Arkadios Wealth Advisors168,535$3.81M0.2%+197.7%2.364%
10/18/2024Raymond James & Associates302,642$6.84M0.0%+2.1%4.245%
10/16/2024 New Harbor Financial Group LLC1,020,594$23.07M5.9%+11.1%14.314%
10/16/2024 Twelve Points Wealth Management LLC54,855$1.24M0.4%N/A0.769%
10/10/2024 Sowa Financial Group Inc.80,216$1.81M1.1%+29.1%1.125%
10/9/2024 Matrix Trust Co4,165$94K0.0%+52.7%0.058%
10/5/2024 Inspirion Wealth Advisors LLC444,087$10.04M1.4%+11.8%6.228%
10/5/2024 Harbor Investment Advisory LLC8,216$186K0.0%N/A0.115%
9/5/2024 Sanctuary Advisors LLC53,925$1.24M0.0%N/A0.756%
8/21/2024 Advisory Alpha LLC14,112$317K0.0%N/A0.198%
8/16/2024 Wallace Advisory Group LLC16,750$377K0.3%N/A0.235%
8/14/2024 Bank of Montreal Can40,600$930K0.0%+116.9%0.569%
8/8/2024 Prosperity Consulting Group LLC17,439$392K0.1%N/A0.245%
8/8/2024 Envestnet Asset Management Inc.81,002$1.82M0.0%+454.1%1.136%
8/6/2024 Advisor OS LLC11,383$256K0.0%-4.4%0.160%
8/5/2024 Private Advisor Group LLC346,249$7.79M0.1%+87.6%4.856%
8/2/2024 New Harbor Financial Group LLC918,676$20.67M6.2%+2.1%12.885%
7/31/2024Commonwealth Equity Services LLC483,562$10.88M0.0%+5.1%6.782%
7/30/2024 International Assets Investment Management LLC4,090$92K0.0%N/A0.057%
7/29/2024 Sowa Financial Group Inc.62,142$1.40M1.1%N/A0.872%
7/29/2024 Arkadios Wealth Advisors56,607$1.27M0.1%+27.5%0.794%
7/27/2024 Trajan Wealth LLC29,471$663K0.0%-14.9%0.413%
7/26/2024 Cambridge Investment Research Advisors Inc.105,493$2.37M0.0%+267.2%1.480%
7/20/2024 Continuum Advisory LLC1,824$41K0.0%N/A0.026%
7/19/2024Raymond James & Associates296,312$6.67M0.0%+1.6%4.156%
7/18/2024 Portside Wealth Group LLC28,022$630K0.1%N/A0.393%
7/18/2024 Ellsworth Advisors LLC255,502$5.75M1.6%+1.8%3.583%
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7/16/2024 Wealth Enhancement Advisory Services LLC10,375$233K0.0%N/A0.146%
7/13/2024 Inspirion Wealth Advisors LLC397,380$8.94M1.4%+10.5%5.573%
7/10/2024 Matrix Trust Co2,728$61K0.0%N/A0.038%
5/1/2024 Janney Montgomery Scott LLC79,659$1.76M0.0%+272.2%1.220%
5/1/2024 New Harbor Financial Group LLC900,074$19.93M6.4%+1.8%13.784%
4/30/2024 Private Advisor Group LLC184,539$4.09M0.0%+27.5%2.826%
4/30/2024 Arkadios Wealth Advisors44,400$983K0.1%+19.1%0.680%
4/29/2024Commonwealth Equity Services LLC459,950$10.19M0.0%-7.3%7.044%
4/26/2024 SFG Wealth Management LLC.13,338$295K0.2%N/A0.204%
4/23/2024Raymond James Financial Services Advisors Inc.149,574$3.31M0.0%-8.4%2.291%
4/22/2024Raymond James & Associates291,710$6.46M0.0%+83.3%4.467%
8/10/2023Commonwealth Equity Services LLC483,416$10.29M0.0%+17.0%13.428%
8/8/2023 Synovus Financial Corp436,439$9.29M0.1%+222.3%12.123%
8/4/2023 Sandy Spring Bank1,400$30K0.0%N/A0.039%
8/4/2023IFP Advisors Inc52,315$1.06M0.0%+9.7%1.453%
8/2/2023 Bank of Montreal Can55,579$1.22M0.0%N/A1.544%
8/1/2023 Truist Financial Corp16,382$349K0.0%-19.7%0.455%
7/25/2023Raymond James Financial Services Advisors Inc.98,373$2.09M0.0%N/A2.733%
7/20/2023 Ulland Investment Advisors LLC2,650$56K0.1%N/A0.074%
7/20/2023 Inspirion Wealth Advisors LLC198,384$4.22M0.8%N/A5.511%
7/17/2023 SFG Wealth Management LLC.24,877$530K0.4%N/A0.691%
7/13/2023 Cambridge Investment Research Advisors Inc.39,466$840K0.0%+43.6%1.096%
7/12/2023 Quad Cities Investment Group LLC19,601$417K0.3%N/A0.544%
5/11/2023 Jaffetilchin Investment Partners LLC24,591$545K0.1%N/A0.757%
5/11/2023 Synovus Financial Corp135,397$3.00M0.0%+28.1%4.166%
5/11/2023Commonwealth Equity Services LLC413,045$9.15M0.0%+8.3%12.709%
5/5/2023 Truist Financial Corp20,403$452K0.0%-7.0%0.628%
5/4/2023 One Charles Private Wealth Services LLC147,075$3.26M2.0%+17.2%4.525%
5/2/2023 Arkadios Wealth Advisors35,538$787K0.1%+7.6%1.093%
4/18/2023IFP Advisors Inc47,678$963K0.0%-48.5%1.467%
4/11/2023 Mutual Advisors LLC18,925$419K0.0%+24.4%0.582%
2/8/2023 Cambridge Investment Research Advisors Inc.26,687$588K0.0%-2.9%0.866%
2/7/2023Commonwealth Equity Services LLC381,436$8.40M0.0%-2.9%12.384%
2/7/2023IFP Advisors Inc92,562$1.86M0.0%+2.9%3.005%
2/6/2023 One Charles Private Wealth Services LLC125,492$2.77M1.8%+0.7%4.074%
2/6/2023 Synovus Financial Corp105,735$2.33M0.0%+95.2%3.433%
2/1/2023 Hartford Financial Management Inc.1,225$27K0.0%-48.1%0.040%
1/20/2023 Delta Investment Management LLC9,175$202K0.1%N/A0.298%
1/12/2023 Mutual Advisors LLC15,211$335K0.0%+9.5%0.499%
1/11/2023 Arkadios Wealth Advisors33,042$728K0.1%N/A1.083%
11/15/2022Commonwealth Equity Services LLC392,632$7.90M0.0%+39.9%12.873%
11/8/2022IFP Advisors Inc89,962$1.81M0.0%+21.5%2.950%
11/4/2022 Prudential Financial Inc.9,515$214K0.0%N/A0.312%
11/3/2022 Mutual Advisors LLC13,896$280K0.0%N/A0.456%
10/27/2022 Synovus Financial Corp54,169$1.09M0.0%+61.8%1.776%
10/26/2022 Truist Financial Corp22,567$454K0.0%+25.6%0.740%
10/25/2022 Hartford Financial Management Inc.2,362$48K0.0%+92.8%0.077%
10/17/2022 Cambridge Investment Research Advisors Inc.27,482$553K0.0%-2.3%0.901%
8/10/2022 Synovus Financial Corp33,476$752K0.0%N/A1.105%
8/8/2022 One Charles Private Wealth Services LLC97,673$2.04M1.4%N/A3.224%
2025 could be “worse than the dot-com bust”, says man who predicted 2008 banking crisis (Ad)

Dan is sharing his latest work with the public. Because what he's tracking right now, he says, is too serious to keep private.

Click here to see Dan's full warning to the public.
8/2/2022 Belpointe Asset Management LLC7,701$172K0.0%N/A0.272%
7/22/2022 Truist Financial Corp17,966$403K0.0%N/A0.635%
7/20/2022 Delta Investment Management LLC9,175$206K0.1%N/A0.334%
7/19/2022Commonwealth Equity Services LLC280,710$6.29M0.0%+1,446.1%10.208%
7/13/2022 Cambridge Investment Research Advisors Inc.28,122$630K0.0%+76.1%0.976%
5/17/2022 Fortress Wealth Group LLC9,501$217K0.2%N/A0.475%
5/5/2022 Hartford Financial Management Inc.1,225$28K0.0%N/A0.063%
5/4/2022Commonwealth Equity Services LLC18,156$414K0.0%N/A0.968%
(Data available from 1/1/2016 forward)

HGER Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HGER shares?

During the previous two years, 46 institutional investors and hedge funds held shares of Harbor Commodity All-Weather Strategy ETF. The most heavily invested institutionals were New Harbor Financial Group LLC ($23.07M), Synovus Financial Corp ($22.32M), Commonwealth Equity Services LLC ($10.88M), Janney Montgomery Scott LLC ($10.21M), Inspirion Wealth Advisors LLC ($10.04M), Private Advisor Group LLC ($7.79M), and HighTower Advisors LLC ($7.62M).Learn more on HGER's institutional investors.

Which institutional investors have been buying Harbor Commodity All-Weather Strategy ETF stock?

Of the 40 institutional investors that purchased Harbor Commodity All-Weather Strategy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Synovus Financial Corp ($382.27K), Inspirion Wealth Advisors LLC ($282.77K), HighTower Advisors LLC ($256.00K), Private Advisor Group LLC ($201.53K), Arkadios Wealth Advisors ($166.80K), Raymond James & Associates ($143.49K), and New Harbor Financial Group LLC ($136.87K).

How much institutional buying is happening at Harbor Commodity All-Weather Strategy ETF?

Institutional investors have bought a total of 2,589,710 shares in the last 24 months. This purchase volume represents approximately $57.20M in transactions.

Which Harbor Commodity All-Weather Strategy ETF major shareholders have been selling company stock?

Of the 12 institutional investors that sold Harbor Commodity All-Weather Strategy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($47.39K), IFP Advisors Inc ($44.88K), Janney Montgomery Scott LLC ($31.09K), World Investment Advisors LLC ($23.58K), Raymond James Financial Services Advisors Inc. ($13.79K), Trajan Wealth LLC ($9.61K), and Truist Financial Corp ($5.55K).

How much institutional selling is happening at Harbor Commodity All-Weather Strategy ETF?

Institutional investors have sold a total of 181,752 shares in the last 24 months. This volume of shares sold represents approximately $4.05M in transactions.



This page (NYSEARCA:HGER) was last updated on 12/22/2024 by MarketBeat.com Staff
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