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Hartford Schroders Tax-Aware Bond ETF (HTAB) Institutional Ownership

$19.45
+0.01 (+0.05%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Hartford Schroders Tax-Aware Bond ETF (NYSEARCA:HTAB)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$103.67M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$18.44M
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HTAB Institutional Buying and Selling by Quarter

Hartford Schroders Tax-Aware Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/31/2024 Consolidated Planning Corp193,848$3.84M0.6%N/A1.280%
10/31/2024 Trademark Financial Management LLC12,631$250K0.2%-29.2%0.083%
10/29/2024 IAG Wealth Partners LLC599,321$11.87M2.2%+25.7%3.956%
10/25/2024 Financial Advocates Investment Management63,972$1.27M0.1%+11.2%0.422%
10/24/2024 Patriot Financial Group Insurance Agency LLC138,354$2.74M0.4%+9.9%0.913%
10/23/2024 West Michigan Advisors LLC26,385$524K0.2%+94.2%0.174%
10/22/2024 Private Advisor Group LLC25,539$506K0.0%+2.6%0.169%
10/18/2024Raymond James & Associates989,385$19.60M0.0%+4.6%6.531%
10/16/2024 Amplius Wealth Advisors LLC755,505$14.97M1.6%+1.6%4.987%
10/16/2024 Opal Wealth Advisors LLC19,357$383K0.1%+5,446.4%0.128%
10/16/2024 ERn Financial LLC419,260$8.31M1.3%+1.7%2.767%
10/10/2024 Concourse Financial Group Securities Inc.45,960$913K0.1%+16.9%0.303%
9/5/2024Sanctuary Advisors LLC30,195$576K0.0%N/A0.199%
8/22/2024Cetera Investment Advisers213,770$4.13M0.0%-10.1%1.411%
8/21/2024Truist Financial Corp787,542$15.21M0.0%+324.9%5.198%
8/16/2024Northwestern Mutual Wealth Management Co.129,228$2.50M0.0%-1.8%0.853%
8/14/2024EverSource Wealth Advisors LLC24,987$489K0.0%+50.9%0.165%
8/13/2024Benjamin F. Edwards & Company Inc.7,500$145K0.0%-14.8%0.050%
8/10/2024Axxcess Wealth Management LLC130,115$2.51M0.1%-3.4%0.859%
8/10/2024 Yarger Wealth Strategies LLC389,153$7.52M4.5%+13.5%2.569%
8/8/2024Envestnet Asset Management Inc.746,462$14.41M0.0%+314.8%4.927%
8/8/2024Leelyn Smith LLC41,433$800K0.2%-5.4%0.273%
8/8/2024Main Street Financial Solutions LLC411,270$7.94M0.7%+9.9%2.715%
7/31/2024Commonwealth Equity Services LLC153,825$2.97M0.0%+10.3%1.015%
7/29/2024 Financial Advocates Investment Management57,542$1.11M0.1%+56.3%0.380%
7/26/2024Harbour Investments Inc.31,736$613K0.0%+6.3%0.209%
7/26/2024 Patriot Financial Group Insurance Agency LLC125,947$2.43M0.4%-22.0%0.831%
7/26/2024 Cambridge Investment Research Advisors Inc.96,217$1.86M0.0%+8.4%0.635%
7/26/2024Bank of New York Mellon Corp1,169,984$22.59M0.0%+0.0%7.723%
7/24/2024&PARTNERS31,125$601K0.0%N/A0.205%
7/23/2024 Concourse Financial Group Securities Inc.39,320$761K0.0%+3.0%0.260%
7/23/2024 Amplius Wealth Advisors LLC743,792$14.36M1.6%-21.4%4.910%
7/20/2024Raymond James Financial Services Advisors Inc.671,248$12.96M0.0%-20.2%4.431%
7/19/2024Raymond James & Associates946,198$18.27M0.0%+4.5%6.246%
7/17/2024 ERn Financial LLC412,315$7.96M1.3%+4.9%2.722%
7/17/2024 IAG Wealth Partners LLC476,916$9.21M1.9%+290.2%3.148%
6/11/2024EverSource Wealth Advisors LLC16,556$316K0.0%N/A0.109%
5/24/2024Cetera Investment Advisers237,814$4.66M0.0%N/A1.570%
5/20/2024 Independent Wealth Network Inc.70,011$1.37M0.6%+2.0%0.462%
5/16/2024Jane Street Group LLC211,680$4.15M0.0%N/A1.397%
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5/14/2024Axxcess Wealth Management LLC134,650$2.64M0.1%-2.6%0.889%
5/14/2024Leelyn Smith LLC43,807$858K0.2%+15.7%0.289%
5/8/2024 Trademark Financial Management LLC17,802$349K0.3%+3.3%0.139%
5/2/2024USAdvisors Wealth Management LLC20,534$399K0.2%+40.5%0.160%
4/30/2024 Private Advisor Group LLC24,854$487K0.0%+67.2%0.194%
4/29/2024Commonwealth Equity Services LLC139,499$2.73M0.0%-19.7%1.090%
4/29/2024Benjamin F. Edwards & Company Inc.8,800$172K0.0%+20.5%0.069%
4/29/2024 Yarger Wealth Strategies LLC342,780$6.71M4.6%+19.0%2.678%
4/25/2024 IAG Wealth Partners LLC122,215$2.39M0.5%N/A0.955%
4/25/2024 Cambridge Investment Research Advisors Inc.88,755$1.74M0.0%-7.1%0.693%
4/23/2024Raymond James Financial Services Advisors Inc.840,660$16.46M0.0%+36.0%6.568%
4/22/2024Raymond James & Associates905,730$17.73M0.0%+11.0%7.076%
4/16/2024Capital Asset Advisory Services LLC134,677$2.59M0.1%-2.8%1.820%
4/16/2024 ERn Financial LLC392,883$7.69M1.3%+4.9%5.309%
4/15/2024Wealthcare Advisory Partners LLC150,323$2.94M0.1%+9.4%2.031%
4/11/2024 Independent Wealth Network Inc.69,394$1.36M3.6%+1.1%0.938%
4/9/2024 CJM Wealth Advisers Ltd.17,907$351K0.1%N/A0.242%
2/13/2024Cetera Advisor Networks LLC228,426$4.51M0.0%+36.4%3.087%
2/13/2024 Trademark Financial Management LLC17,230$340K0.2%N/A0.233%
2/13/2024Jones Financial Companies Lllp4,552$90K0.0%N/A0.062%
2/9/2024 Cambridge Investment Research Advisors Inc.95,557$1.89M0.0%-40.7%1.291%
2/9/2024Journey Strategic Wealth LLC20,920$413K0.0%N/A0.283%
2/8/2024Main Street Financial Solutions LLC328,550$6.49M0.8%+0.6%4.440%
2/8/2024 Financial Advocates Investment Management34,922$690K0.0%-52.3%0.472%
2/6/2024 Private Advisor Group LLC14,865$294K0.0%-3.8%0.201%
2/6/2024Wealthcare Advisory Partners LLC137,401$2.72M0.1%N/A1.857%
2/6/2024Axxcess Wealth Management LLC138,290$2.73M0.1%+51.5%1.869%
2/6/2024Benjamin F. Edwards & Company Inc.7,300$144K0.0%+28.1%0.099%
2/5/2024Birchcreek Wealth Management LLC12,743$252K0.2%+6.1%0.172%
2/2/2024Truist Financial Corp179,771$3.55M0.0%-18.4%2.429%
2/2/2024Atria Wealth Solutions Inc.30,321$601K0.0%+13.4%0.410%
2/1/2024 Element Wealth LLC148,905$2.94M1.8%N/A2.012%
1/24/2024Private Trust Co. NA5,870$116K0.0%-25.4%0.079%
1/19/2024 ERn Financial LLC374,400$7.29M1.4%N/A5.059%
1/18/2024 Yarger Wealth Strategies LLC288,012$5.69M4.6%+1.6%3.892%
1/16/2024Raymond James Financial Services Advisors Inc.617,924$12.21M0.0%-32.6%8.350%
1/16/2024Raymond James & Associates816,021$16.13M0.0%+1,601.6%11.027%
1/12/2024 Independent Wealth Network Inc.68,655$1.36M0.7%-2.9%0.928%
1/11/2024 Amplius Wealth Advisors LLC688,204$13.60M1.6%+6.7%9.300%
1/9/2024Capital Asset Advisory Services LLC138,486$2.74M0.2%+5.2%1.871%
11/15/2023Axxcess Wealth Management LLC91,256$1.67M0.1%N/A1.233%
11/13/2023Envestnet Asset Management Inc.216,683$3.96M0.0%+3.4%2.928%
11/8/2023Atria Wealth Solutions Inc.26,739$490K0.0%+2.3%0.361%
11/6/2023Leelyn Smith LLC35,950$657K0.2%+47.1%0.486%
11/3/2023Main Street Financial Solutions LLC326,741$5.97M0.8%N/A4.415%
10/24/2023Raymond James Financial Services Advisors Inc.916,748$16.75M0.0%+16.7%12.388%
10/24/2023Raymond James & Associates47,957$876K0.0%N/A0.648%
10/24/2023Birchcreek Wealth Management LLC12,012$219K0.1%N/A0.162%
10/24/2023 Cambridge Investment Research Advisors Inc.161,216$2.95M0.0%+12.2%2.179%
10/23/2023Commonwealth Equity Services LLC153,263$2.80M0.0%+14.2%2.071%
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10/18/2023Capital Asset Advisory Services LLC131,648$2.42M0.2%+53.2%1.779%
10/18/2023Private Trust Co. NA7,870$144K0.0%+50.8%0.106%
10/17/2023 Amplius Wealth Advisors LLC645,182$11.79M1.6%+34.9%8.719%
10/16/2023 Yarger Wealth Strategies LLC283,539$5.18M4.4%+209.5%3.832%
10/11/2023 Independent Wealth Network Inc.70,725$1.29M0.8%+4.7%0.956%
8/10/2023Commonwealth Equity Services LLC134,231$2.61M0.0%+38.5%2.003%
8/10/2023 Private Advisor Group LLC15,708$305K0.0%N/A0.234%
8/10/2023Cetera Advisor Networks LLC199,619$3.88M0.0%+16.1%2.979%
8/9/2023Flow Traders U.S. LLC42,509$826K0.0%N/A0.634%
8/4/2023Envestnet Asset Management Inc.209,541$4.07M0.0%+710.6%3.127%
(Data available from 1/1/2016 forward)

HTAB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HTAB shares?

During the previous two years, 50 institutional investors and hedge funds held shares of Hartford Schroders Tax-Aware Bond ETF. The most heavily invested institutionals were Bank of New York Mellon Corp ($22.59M), Raymond James & Associates ($19.60M), Truist Financial Corp ($15.21M), Amplius Wealth Advisors LLC ($14.97M), Envestnet Asset Management Inc. ($14.41M), Raymond James Financial Services Advisors Inc. ($12.96M), and IAG Wealth Partners LLC ($11.87M).Learn more on HTAB's institutional investors.

Which institutional investors have been buying Hartford Schroders Tax-Aware Bond ETF stock?

Of the 47 institutional investors that purchased Hartford Schroders Tax-Aware Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($1.12M), Raymond James & Associates ($989.39K), Truist Financial Corp ($810.36K), Envestnet Asset Management Inc. ($757.35K), Amplius Wealth Advisors LLC ($699.92K), IAG Wealth Partners LLC ($599.32K), and ERn Financial LLC ($419.26K).

How much institutional buying is happening at Hartford Schroders Tax-Aware Bond ETF?

Institutional investors have bought a total of 8,347,461 shares in the last 24 months. This purchase volume represents approximately $161.60M in transactions.

Which Hartford Schroders Tax-Aware Bond ETF major shareholders have been selling company stock?

Of the 21 institutional investors that sold Hartford Schroders Tax-Aware Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($2.31M), Raymond James Financial Services Advisors Inc. ($468.24K), Amplius Wealth Advisors LLC ($202.57K), Wagner Wealth Management LLC ($108.03K), Westside Investment Management Inc. ($99.64K), Cambridge Investment Research Advisors Inc. ($72.46K), and Truist Financial Corp ($40.66K).

How much institutional selling is happening at Hartford Schroders Tax-Aware Bond ETF?

Institutional investors have sold a total of 3,494,535 shares in the last 24 months. This volume of shares sold represents approximately $65.95M in transactions.


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This page (NYSEARCA:HTAB) was last updated on 11/2/2024 by MarketBeat.com Staff
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