Free Trial
→ Is it CRAZY to still want reliable profits, despite this market? (From Brownstone Research) (Ad) Buy WINN Stock  Free WINN Stock Alerts

Harbor Long-Term Growers ETF (WINN) Institutional Ownership

$23.10 -0.86 (-3.59%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Harbor Long-Term Growers ETF (NYSEARCA:WINN)

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$305.44M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$14.63M
Get WINN Insider Trade Alerts

Want to know when executives and insiders are buying or selling Harbor Long-Term Growers 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

WINN Institutional Buying and Selling by Quarter

Remove Ads

Harbor Long-Term Growers ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Avaii Wealth Management LLC25,777$632K0.3%+14.9%0.094%
4/16/2025Wealth Enhancement Advisory Services LLC2,787,052$68.28M0.1%+2.2%10.209%
4/15/2025 GPS Wealth Strategies Group LLC14,090$345K0.0%N/A0.052%
4/15/2025 Fifth Third Bancorp1,024$25K0.0%-50.0%0.004%
4/15/2025 Wealthcare Advisory Partners LLC115,489$2.83M0.1%+18.2%0.423%
4/11/2025 Towneley Capital Management Inc DE1,183,767$29.00M6.8%+4.9%4.336%
4/11/2025 Northwest Financial Advisors12,230$300K0.2%-23.3%0.045%
4/8/2025 Lantz Financial LLC97,145$2.38M0.7%+10.2%0.356%
4/7/2025 AdvisorNet Financial Inc1,207$30K0.0%N/A0.004%
4/4/2025 Moody National Bank Trust Division40,929$1.00M0.1%+17.5%0.150%
3/17/2025Wealth Enhancement Advisory Services LLC2,725,795$74.17M0.1%+6.8%10.178%
2/24/2025Great Valley Advisor Group Inc.158,303$4.31M0.1%-8.3%0.911%
2/24/2025United Advisor Group LLC15,881$432K0.1%+18.7%0.091%
2/18/2025GTS Securities LLC33,595$914K0.0%+119.4%0.193%
2/18/2025First Heartland Consultants Inc.13,350$363K0.0%-17.7%0.077%
2/17/2025Two Sigma Investments LP82,500$2.25M0.0%N/A0.475%
2/17/2025Laird Norton Wetherby Wealth Management LLC7,366$200K0.0%N/A0.042%
2/17/2025Cary Street Partners Financial LLC58,846$1.60M0.1%N/A0.339%
2/17/2025Benjamin Edwards Inc.80,398$2.19M0.0%-2.1%0.463%
2/17/2025Ameriprise Financial Inc.64,832$1.76M0.0%N/A0.373%
2/14/2025Jane Street Group LLC12,202$332K0.0%-17.4%0.070%
2/14/2025IHT Wealth Management LLC316,807$8.62M0.3%+2.1%1.823%
2/14/2025MML Investors Services LLC145,933$3.97M0.0%-0.5%0.840%
2/13/2025Mariner LLC9,113$248K0.0%N/A0.052%
2/13/2025Synovus Financial Corp288,391$7.85M0.1%+13.5%1.659%
2/13/2025Rockefeller Capital Management L.P.13,975$380K0.0%N/A0.080%
2/13/2025Raymond James Financial Inc.759,642$20.67M0.0%N/A4.371%
2/13/2025Waterloo Capital L.P.62,773$1.71M0.2%+59.8%0.361%
2/13/2025Envestnet Asset Management Inc.334,861$9.11M0.0%+1.1%1.927%
2/13/2025Perennial Investment Advisors LLC13,307$362K0.0%N/A0.077%
2/12/2025OLD Mission Capital LLC19,658$535K0.0%N/A0.113%
2/12/2025Worth Financial Advisory Group LLC18,103$493K0.3%+118.1%0.104%
2/12/2025Tyler Stone Wealth Management41,110$1.12M0.2%+5.7%0.237%
2/11/2025LPL Financial LLC3,957,397$107.68M0.0%+12.8%22.770%
2/10/2025Harbour Investments Inc.15,888$432K0.0%-6.0%0.091%
2/10/2025Corient Private Wealth LLC1,916,425$52.08M0.1%+20.7%11.027%
2/10/2025Commonwealth Equity Services LLC787,742$21.43M0.0%+26.5%4.532%
2/7/2025Grant Street Asset Management Inc.2,080,470$56.61M14.8%+44.2%11.970%
2/7/2025Independent Advisor Alliance17,074$465K0.0%N/A0.098%
2/6/2025Raymond James Financial Inc.759,642$20.67M0.0%N/A4.371%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
2/6/2025Atria Investments Inc27,105$738K0.0%-50.6%0.156%
2/6/2025Steward Partners Investment Advisory LLC21,896$596K0.0%+19.2%0.126%
2/5/2025Oppenheimer & Co. Inc.13,873$377K0.0%+68.8%0.080%
2/5/2025Convergence Financial LLC19,210$523K0.1%N/A0.111%
2/4/2025Provident Wealth Management LLC105,718$2.88M1.0%-25.8%0.608%
2/3/2025Transcend Capital Advisors LLC153,307$4.17M0.3%-15.8%0.882%
2/3/2025Private Advisor Group LLC396,485$10.79M0.1%+12.8%2.281%
2/3/2025Financial Management Network Inc.135,689$3.75M0.8%+2.0%0.781%
1/31/2025Proactive Wealth Strategies LLC13,240$360K0.2%N/A0.076%
1/31/2025Truist Financial Corp54,260$1.48M0.0%+3.1%0.312%
1/31/2025Sanctuary Advisors LLC68,993$1.94M0.0%-7.3%0.397%
1/29/2025 Towneley Capital Management Inc DE1,128,557$30.71M7.3%-0.6%6.493%
1/28/2025Joel Isaacson & Co. LLC24,445$665K0.0%+32.3%0.141%
1/28/2025Golden State Wealth Management LLC562,345$15.30M2.3%N/A3.236%
1/27/2025Stratos Wealth Partners LTD.26,285$715K0.0%+14.1%0.151%
1/24/2025WJ Wealth Management LLC766,862$20.87M7.2%-0.4%4.412%
1/24/2025Leisure Capital Management397,871$10.83M4.2%+4.4%2.289%
1/24/2025Golden State Equity Partners238,022$6.48M1.2%-40.8%1.370%
1/24/2025Bluesphere Advisors LLC9,462$257K0.1%-43.0%0.054%
1/23/2025SOL Capital Management CO294,752$8.02M0.9%+54.7%1.696%
1/23/2025Strategic Blueprint LLC17,360$472K0.0%+25.5%0.100%
1/22/2025 Northwest Financial Advisors15,950$434K0.4%N/A0.092%
1/21/2025Avaii Wealth Management LLC22,441$611K0.3%+24.7%0.129%
1/21/2025Archford Capital Strategies LLC55,786$1.52M0.2%+10.4%0.321%
1/21/2025 Lantz Financial LLC88,163$2.40M0.6%+6.5%0.507%
1/17/2025Bill Few Associates Inc.20,235$551K0.2%+87.1%0.116%
1/17/2025Independent Wealth Network Inc.7,633$208K0.1%N/A0.044%
1/16/2025SFG Wealth Management LLC.53,135$1.45M0.8%+1.1%0.306%
1/15/2025 Wealthcare Advisory Partners LLC97,705$2.66M0.1%-6.5%0.562%
1/13/2025 Moody National Bank Trust Division34,828$948K0.1%N/A0.200%
1/10/2025Wealth Enhancement Advisory Services LLC2,534,498$64.91M0.1%-0.7%14.583%
11/25/2024Synovus Financial Corp254,114$6.51M0.1%+10.7%1.462%
11/25/2024Sanctuary Advisors LLC74,408$2M0.0%-2.0%0.428%
11/15/2024Geller Advisors LLC126,180$3.23M0.2%+24.6%0.726%
11/15/2024MML Investors Services LLC146,695$3.76M0.0%+0.6%0.844%
11/15/2024Jane Street Group LLC14,778$378K0.0%-43.4%0.085%
11/15/2024IHT Wealth Management LLC310,252$7.95M0.2%+1,692.1%1.785%
11/15/2024Investmark Advisory Group LLC9,529$244K0.1%+14.7%0.055%
11/15/2024Benjamin Edwards Inc.82,122$2.10M0.0%N/A0.473%
11/13/2024Private Trust Co. NA6,751$173K0.0%+418.9%0.039%
11/12/2024Great Valley Advisor Group Inc.172,572$4.42M0.1%+1.7%0.993%
11/8/2024Grant Street Asset Management Inc.1,443,197$36.96M10.8%+5.2%8.304%
11/6/2024Oppenheimer & Co. Inc.8,220$211K0.0%N/A0.047%
11/5/2024First Heartland Consultants Inc.16,224$415K0.0%-11.6%0.093%
11/4/2024Tyler Stone Wealth Management38,910$996K0.2%+132.3%0.224%
11/2/2024Carr Financial Group Corp8,800$225K0.1%N/A0.051%
11/1/2024Atria Investments Inc54,835$1.40M0.0%-2.2%0.316%
11/1/2024Objective Capital Management LLC120,380$3.08M1.8%N/A0.693%
11/1/2024SpiderRock Advisors LLC56,223$1.44M0.0%N/A0.323%
10/31/2024Sittner & Nelson LLC22,870$586K0.3%+20.4%0.132%
What to do with your collapsing portfolio… (Ad)

There might be only one way to save your retirement in this volatile time. After watching investors lose $6 trillion in market cap in a matter of DAYS... And after seeing businesses bleeding dry as trade tensions spiral out of control... What the acclaimed “Market Wizard” Larry Benedict — who beat the market by 103% during the 2008 crash — is about to reveal could not only save your retirement from Trump's tariffs…

Click here to access this emergency briefing BEFORE the next tariff announcement...
10/30/2024United Advisor Group LLC13,383$343K0.1%+19.7%0.077%
10/25/2024Golden State Equity Partners319,413$8.18M1.8%-7.6%1.838%
10/25/2024Strategic Blueprint LLC13,829$354K0.0%N/A0.080%
10/25/2024Worth Financial Advisory Group LLC8,302$213K0.1%N/A0.048%
10/24/2024Wealth Enhancement Advisory Services LLC2,552,387$65.37M0.1%+22.6%14.686%
10/23/2024Joel Isaacson & Co. LLC18,470$473K0.0%+52.6%0.106%
10/23/2024Financial Management Network Inc.132,982$3.41M0.7%+1.9%0.765%
10/22/2024SOL Capital Management CO190,590$4.88M0.5%+15.4%1.097%
10/22/2024Private Advisor Group LLC351,345$9.00M0.1%+5.6%2.022%
10/21/2024Bluesphere Advisors LLC16,594$425K0.2%-68.5%0.095%
(Data available from 1/1/2016 forward)

Remove Ads

WINN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WINN shares?

During the previous two years, 81 institutional investors and hedge funds held shares of Harbor Long-Term Growers ETF. The most heavily invested institutionals were LPL Financial LLC ($107.68M), Wealth Enhancement Advisory Services LLC ($68.28M), Grant Street Asset Management Inc. ($56.61M), Corient Private Wealth LLC ($52.08M), Towneley Capital Management Inc DE ($29.00M), Commonwealth Equity Services LLC ($21.43M), and WJ Wealth Management LLC ($20.87M).Learn more on WINN's institutional investors.

Which institutional investors have been buying Harbor Long-Term Growers ETF stock?

Of the 78 institutional investors that purchased Harbor Long-Term Growers ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($2.24M), Raymond James Financial Inc. ($1.52M), Grant Street Asset Management Inc. ($1.36M), Towneley Capital Management Inc DE ($1.19M), Wealth Enhancement Advisory Services LLC ($1.15M), Commonwealth Equity Services LLC ($573.21K), and Golden State Wealth Management LLC ($562.35K).

How much institutional buying is happening at Harbor Long-Term Growers ETF?

Institutional investors have bought a total of 13,188,035 shares in the last 24 months. This purchase volume represents approximately $329.79M in transactions.

Which Harbor Long-Term Growers ETF major shareholders have been selling company stock?

Of the 22 institutional investors that sold Harbor Long-Term Growers ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Frisch Financial Group Inc. ($349.90K), Golden State Equity Partners ($190.29K), Provident Wealth Management LLC ($170.67K), Bluesphere Advisors LLC ($43.25K), Transcend Capital Advisors LLC ($31.04K), Atria Investments Inc ($28.94K), and Wealth Enhancement Advisory Services LLC ($17.89K).

How much institutional selling is happening at Harbor Long-Term Growers ETF?

Institutional investors have sold a total of 901,698 shares in the last 24 months. This volume of shares sold represents approximately $20.27M in transactions.


Related Companies

This page (NYSEARCA:WINN) was last updated on 4/16/2025 by MarketBeat.com Staff
From Our Partners
Crypto’s crashing…but we’re still profiting
Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess....
Crypto Swap Profits | Sponsored
Markets in Chaos? Here’s What to Do.
Wall Street's on edge with tariffs. And volatility? It's not slowing down. You've seen the headlines… Bu...
Investors Alley | Sponsored
Catastrophic
The losses are catastrophic... $760 billion wiped off the Magnificent 7, in a single day.
InvestorPlace | Sponsored
Musk’s AI Masterplan – Our #1 AI Stock to Buy Now
Did Elon Musk just set the stage for the next AI stock explosion? One 30-year Wall Street veteran thinks so...
Behind the Markets | Sponsored
Could this be my downfall?
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
Read before the next tariff announcement
Larry Benedict, the acclaimed "Market Wizard," is calling an emergency briefing now... The same Larry who –...
Brownstone Research | Sponsored
Trump to unlock 15-figure fortune for America (May 3rd) ?
Recently, President Trump decided to kill the coin, for good reason. It now costs 4 cents to make a single pen...
Paradigm Press | Sponsored
The real reason gold is soaring (and likely to continue)
Trump’s Policies Are Fueling a Gold Boom—Here’s Your Chance to Profit Donald Trump’s bold policies are driv...
Golden Portfolio | Sponsored