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

$22.72 +0.08 (+0.35%)
(As of 02:35 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)
$35.20M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$2.07M
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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
11/18/2024 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%
9/5/2024Sanctuary 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%
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%
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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%
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%
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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, 45 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), Commonwealth Equity Services LLC ($10.88M), Janney Montgomery Scott LLC ($10.21M), Inspirion Wealth Advisors LLC ($10.04M), Synovus Financial Corp ($9.29M), 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 2,566,859 shares in the last 24 months. This purchase volume represents approximately $56.68M in transactions.

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

Of the 10 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), Raymond James Financial Services Advisors Inc. ($13.79K), Trajan Wealth LLC ($9.61K), Truist Financial Corp ($5.55K), and Townsquare Capital LLC ($1.19K).

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

Institutional investors have sold a total of 155,970 shares in the last 24 months. This volume of shares sold represents approximately $3.47M in transactions.



This page (NYSEARCA:HGER) was last updated on 11/21/2024 by MarketBeat.com Staff
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