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Harbor Long-Term Growers ETF (WINN) Institutional Ownership

$27.58 +0.23 (+0.84%)
(As of 12/20/2024 04:34 PM ET)
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Institutional Ownership Changes (13F Filings) for Harbor Long-Term Growers ETF (NYSEARCA:WINN)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$178.01M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$5.60M
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WINN Institutional Buying and Selling by Quarter

Harbor Long-Term Growers ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Synovus Financial Corp254,114$6.51M0.1%+10.7%1.462%
11/25/2024 Sanctuary Advisors LLC74,408$2M0.0%-2.0%0.428%
11/15/2024 Geller Advisors LLC126,180$3.23M0.2%+24.6%0.726%
11/15/2024 MML Investors Services LLC146,695$3.76M0.0%+0.6%0.844%
11/15/2024 Jane Street Group LLC14,778$378K0.0%-43.4%0.085%
11/15/2024 IHT Wealth Management LLC310,252$7.95M0.2%+1,692.1%1.785%
11/15/2024 Investmark Advisory Group LLC9,529$244K0.1%+14.7%0.055%
11/15/2024 Benjamin Edwards Inc.82,122$2.10M0.0%N/A0.473%
11/13/2024 Private Trust Co. NA6,751$173K0.0%+418.9%0.039%
11/12/2024 Great Valley Advisor Group Inc.172,572$4.42M0.1%+1.7%0.993%
11/8/2024 Grant Street Asset Management Inc.1,443,197$36.96M10.8%+5.2%8.304%
11/6/2024 Oppenheimer & Co. Inc.8,220$211K0.0%N/A0.047%
11/5/2024 First Heartland Consultants Inc.16,224$415K0.0%-11.6%0.093%
11/4/2024 Tyler Stone Wealth Management38,910$996K0.2%+132.3%0.224%
11/2/2024 Carr Financial Group Corp8,800$225K0.1%N/A0.051%
11/1/2024 Atria Investments Inc54,835$1.40M0.0%-2.2%0.316%
11/1/2024 Objective Capital Management LLC120,380$3.08M1.8%N/A0.693%
11/1/2024 SpiderRock Advisors LLC56,223$1.44M0.0%N/A0.323%
10/31/2024 Sittner & Nelson LLC22,870$586K0.3%+20.4%0.132%
10/30/2024 United Advisor Group LLC13,383$343K0.1%+19.7%0.077%
10/25/2024 Golden State Equity Partners319,413$8.18M1.8%-7.6%1.838%
10/25/2024 Strategic Blueprint LLC13,829$354K0.0%N/A0.080%
10/25/2024 Worth Financial Advisory Group LLC8,302$213K0.1%N/A0.048%
10/24/2024 Wealth Enhancement Advisory Services LLC2,552,387$65.37M0.1%+22.6%14.686%
10/23/2024 Joel Isaacson & Co. LLC18,470$473K0.0%+52.6%0.106%
10/23/2024 Financial Management Network Inc.132,982$3.41M0.7%+1.9%0.765%
10/22/2024 SOL Capital Management CO190,590$4.88M0.5%+15.4%1.097%
10/22/2024 Private Advisor Group LLC351,345$9.00M0.1%+5.6%2.022%
10/21/2024 Bluesphere Advisors LLC16,594$425K0.2%-68.5%0.095%
10/18/2024Raymond James & Associates184,599$4.73M0.0%+129.8%1.062%
10/16/2024 Avaii Wealth Management LLC17,989$461K0.2%+41.5%0.104%
10/16/2024 Provident Wealth Management LLC142,442$3.65M1.2%-31.5%0.820%
10/16/2024 Leisure Capital Management381,026$9.76M4.2%+102.3%2.192%
10/8/2024 Towneley Capital Management Inc DE1,135,366$29.08M6.6%+1.1%6.533%
9/5/2024 Sanctuary Advisors LLC75,933$1.92M0.0%N/A0.437%
8/21/2024 Truist Financial Corp29,681$751K0.0%+5.8%0.171%
8/13/2024Benjamin F. Edwards & Company Inc.80,123$2.03M0.0%-0.9%0.461%
8/12/2024 Waterloo Capital L.P.8,928$226K0.0%N/A0.051%
8/10/2024 Frisch Financial Group Inc.8,099$205K0.1%N/A0.047%
8/8/2024 Envestnet Asset Management Inc.303,796$7.68M0.0%+65.9%1.748%
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8/8/2024 LPL Financial LLC4,174,033$105.56M0.1%+36.9%24.016%
7/31/2024Commonwealth Equity Services LLC661,080$16.72M0.0%+22.6%3.804%
7/30/2024 Wolf Group Capital Advisors15,702$397K0.2%-12.8%0.090%
7/30/2024 International Assets Investment Management LLC1,500$38K0.0%N/A0.009%
7/30/2024 Golden State Equity Partners345,598$8.74M1.8%N/A1.988%
7/27/2024 Leisure Capital Management188,320$4.76M2.2%N/A1.084%
7/26/2024 Harbour Investments Inc.16,986$430K0.0%-4.2%0.098%
7/25/2024 First Heartland Consultants Inc.18,350$464K0.0%+10.3%0.106%
7/23/2024 SOL Capital Management CO165,085$4.18M0.5%+47.4%0.950%
7/23/2024 Towneley Capital Management Inc DE1,122,554$28.39M6.7%N/A6.459%
7/19/2024 Western Wealth Management LLC46,449$1.18M0.1%+272.3%0.267%
7/19/2024 SFG Wealth Management LLC.52,316$1.32M0.8%+4.7%0.301%
7/19/2024Raymond James & Associates80,332$2.03M0.0%+72.5%0.462%
7/18/2024 WealthCare Investment Partners LLC10,079$255K0.1%-10.7%0.058%
7/17/2024 Archford Capital Strategies LLC52,245$1.32M0.2%N/A0.301%
7/17/2024 Provident Wealth Management LLC207,863$5.26M1.9%-24.8%1.196%
7/16/2024 Great Valley Advisor Group Inc.169,753$4.29M0.1%N/A0.977%
7/16/2024 Wealth Enhancement Advisory Services LLC2,081,296$52.64M0.1%+21.0%11.975%
7/10/2024 Lantz Financial LLC60,090$1.52M0.5%+27.0%0.346%
7/2/2024 Transcend Capital Advisors LLC182,674$4.62M0.3%-1.2%1.051%
6/5/2024 Objective Capital Management LLC113,785$2.67M1.8%N/A0.655%
5/21/2024 Atria Investments Inc65,719$1.54M0.0%+10.5%0.378%
5/8/2024 Avantax Advisory Services Inc.160,362$3.76M0.0%+11.8%0.923%
5/1/2024 Janney Montgomery Scott LLC10,578$248K0.0%+5.8%0.061%
5/1/2024 Grant Street Asset Management Inc.1,342,438$31.51M10.2%+75.5%8.161%
4/30/2024 Private Advisor Group LLC318,158$7.47M0.1%+15.0%1.934%
4/29/2024Commonwealth Equity Services LLC539,106$12.65M0.0%+61.2%3.277%
4/26/2024 SFG Wealth Management LLC.49,969$1.17M0.7%+1.1%0.304%
4/24/2024 SOL Capital Management CO112,030$2.63M0.3%+26.7%0.681%
4/23/2024Fifth Third Bancorp2,047$48K0.0%N/A0.012%
4/23/2024 Bluesphere Advisors LLC33,968$797K0.4%+187.5%0.206%
4/23/2024Raymond James Financial Services Advisors Inc.182,882$4.29M0.0%+662.9%1.112%
4/22/2024 Provident Wealth Management LLC276,388$6.49M2.4%N/A1.680%
4/22/2024 Financial Management Network Inc.85,415$1.97M0.5%+33.6%0.519%
4/18/2024 WJ Wealth Management LLC400,023$9.39M3.7%+56.3%2.432%
4/16/2024 Fidelity D & D Bancorp Inc.16,350$384K0.3%N/A0.099%
4/16/2024 Wealth Enhancement Advisory Services LLC1,719,898$40.37M0.1%+5.1%10.455%
8/15/2023 Grant Street Asset Management Inc.691,830$12.83M4.9%+6.2%7.423%
8/10/2023 Osaic Holdings Inc.150,011$2.78M0.0%+193.2%1.610%
8/10/2023Commonwealth Equity Services LLC239,447$4.44M0.0%+30.9%2.569%
8/10/2023 Private Advisor Group LLC131,043$2.43M0.0%+8.2%1.406%
8/8/2023 Synovus Financial Corp164,982$3.06M0.0%+4.5%1.770%
8/4/2023 Atria Investments Inc55,918$1.04M0.0%N/A0.600%
7/31/2023 LPL Financial LLC903,611$16.75M0.0%+246.7%13.039%
7/28/2023 Financial Management Network Inc.23,440$435K0.2%N/A0.338%
7/26/2023 First Heartland Consultants Inc.10,489$194K0.0%N/A0.151%
7/17/2023 SFG Wealth Management LLC.48,073$891K0.7%N/A0.694%
7/13/2023 Transcend Capital Advisors LLC89,706$1.66M0.2%N/A1.294%
7/13/2023 WealthCare Investment Partners LLC11,204$208K0.1%+7.3%0.162%
7/12/2023 Lantz Financial LLC26,201$486K0.2%+53.3%0.378%
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5/16/2023 Grant Street Asset Management Inc.651,742$10.51M4.3%+5.4%9.514%
5/11/2023 Synovus Financial Corp157,828$2.54M0.0%+4.3%2.304%
5/11/2023Commonwealth Equity Services LLC182,869$2.95M0.0%+15.7%2.670%
5/11/2023 Frisch Financial Group Inc.15,210$245K0.1%-95.8%0.222%
5/10/2023 Private Advisor Group LLC121,075$1.95M0.0%N/A1.768%
5/10/2023 LPL Financial LLC260,664$4.20M0.0%+10.7%3.805%
4/28/2023 Avantax Advisory Services Inc.92,821$1.50M0.0%+15.6%1.355%
4/27/2023Benjamin F. Edwards & Company Inc.51,534$831K0.0%+38.1%0.752%
4/19/2023 SOL Capital Management CO70,134$1.13M0.2%+29.3%1.063%
4/10/2023 Lantz Financial LLC17,093$276K0.1%N/A0.259%
(Data available from 1/1/2016 forward)

WINN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WINN shares?

During the previous two years, 60 institutional investors and hedge funds held shares of Harbor Long-Term Growers ETF. The most heavily invested institutionals were LPL Financial LLC ($105.56M), Wealth Enhancement Advisory Services LLC ($65.37M), Grant Street Asset Management Inc. ($36.96M), Towneley Capital Management Inc DE ($29.08M), Commonwealth Equity Services LLC ($16.72M), Leisure Capital Management ($9.76M), and WJ Wealth Management LLC ($9.39M).Learn more on WINN's institutional investors.

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

Of the 58 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 ($1.96M), Grant Street Asset Management Inc. ($1.32M), Towneley Capital Management Inc DE ($1.14M), Wealth Enhancement Advisory Services LLC ($916.26K), Commonwealth Equity Services LLC ($408.03K), Leisure Capital Management ($381.03K), and Frisch Financial Group Inc. ($373.21K).

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

Institutional investors have bought a total of 9,964,773 shares in the last 24 months. This purchase volume represents approximately $222.44M in transactions.

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

Of the 14 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), Provident Wealth Management LLC ($133.95K), Bluesphere Advisors LLC ($36.12K), Commonwealth Equity Services LLC ($34.38K), Golden State Equity Partners ($26.19K), Jane Street Group LLC ($11.33K), and WealthCare Investment Partners LLC ($7.33K).

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

Institutional investors have sold a total of 610,119 shares in the last 24 months. This volume of shares sold represents approximately $11.81M in transactions.


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