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Harbor Long-Term Growers ETF (WINN) Institutional Ownership

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$23.83
+0.40 (+1.71%)
(As of 05/15/2024 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)
23
Total
Institutional Inflows
(last 12 months)
$58.13M
Number of
Institutional Sellers
(last 12 months)
0
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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
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%
4/23/2024 Fifth Third Bancorp2,047$48K0.0%N/A0.012%
4/23/2024 Bluesphere Advisors LLC33,968$797K0.4%+187.5%0.206%
4/23/2024 Raymond 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%
8/4/2023Atria 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%
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%
5/11/2023Frisch 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%
4/27/2023 Benjamin 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%
4/10/2023 WealthCare Investment Partners LLC10,446$168K0.1%-37.0%0.158%
2/14/2023 Grant Street Asset Management Inc.618,559$8.39M3.6%+2,952.5%9.415%
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2/13/2023Frisch Financial Group Inc.365,112$4.95M1.9%N/A5.557%
2/9/2023 HighTower Advisors LLC31,376$426K0.0%N/A0.478%
2/7/2023Commonwealth Equity Services LLC158,074$2.14M0.0%-17.9%2.406%
2/7/2023 Benjamin F. Edwards & Company Inc.37,305$506K0.0%N/A0.568%
2/7/2023 LPL Financial LLC235,498$3.20M0.0%+267.2%3.584%
2/7/2023IFP Advisors Inc3,629$67K0.0%N/A0.055%
2/7/2023 Wolf Group Capital Advisors18,568$252K0.1%+27.7%0.283%
2/6/2023 Synovus Financial Corp151,271$2.05M0.0%+83.2%2.302%
2/2/2023 Sittner & Nelson LLC15,090$205K0.1%+246.9%0.230%
2/1/2023 Janney Montgomery Scott LLC10,000$136K0.0%N/A0.152%
1/25/2023 Mayflower Financial Advisors LLC16,574$225K0.0%N/A0.252%
1/24/2023 SOL Capital Management CO54,234$736K0.1%+144.4%0.825%
1/19/2023 Mayflower Financial Advisors LLC16,574$225K0.2%N/A0.254%
1/18/2023 Private Advisor Group LLC93,831$1.27M0.0%N/A1.437%
(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, 30 institutional investors and hedge funds held shares of Harbor Long-Term Growers ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($40.37M), Grant Street Asset Management Inc. ($31.51M), LPL Financial LLC ($16.75M), Commonwealth Equity Services LLC ($12.65M), WJ Wealth Management LLC ($9.39M), Private Advisor Group LLC ($7.47M), and Provident Wealth Management LLC ($6.49M).Learn more on WINN's institutional investors.

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

Of the 30 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: Grant Street Asset Management Inc. ($1.25M), LPL Financial LLC ($839.48K), Frisch Financial Group Inc. ($365.11K), Commonwealth Equity Services LLC ($286.05K), Provident Wealth Management LLC ($276.39K), Private Advisor Group LLC ($266.42K), and Raymond James Financial Services Advisors Inc. ($158.91K).

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

Institutional investors have bought a total of 4,413,856 shares in the last 24 months. This purchase volume represents approximately $81.76M in transactions.

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

The following institutional investors have sold Harbor Long-Term Growers ETF stock in the last 24 months: Frisch Financial Group Inc. ($349.90K), Commonwealth Equity Services LLC ($34.38K), and WealthCare Investment Partners LLC ($6.13K).

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

Institutional investors have sold a total of 390,406 shares in the last 24 months. This volume of shares sold represents approximately $6.21M in transactions.


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This page (NYSEARCA:WINN) was last updated on 5/15/2024 by MarketBeat.com Staff

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