Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Hartford Funds Exchange-Traded Trust - Hartford Strategic Income ETF incluem Bank Of America Corp /de/, Benjamin Edwards Inc, NFP Retirement, Inc., Mutual Advisors, LLC, WNY Asset Management, LLC, Truist Financial Corp, Wiley Bros.-aintree Capital, Llc, Marks Group Wealth Management, Inc, Natixis Advisors, L.p., Cetera Investment Advisers, Destiny Capital Corp/CO, Holistic Planning, LLC, Harbour Investments, Inc., Golden State Equity Partners, e International Assets Investment Management, Llc .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 21,441 | 24.53 | 744 | 21.97 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1,008 | 35 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 240,236 | 8.32 | 8,341 | 6.00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 118,319 | 3.03 | 4,126 | 0.46 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 136,366 | 65.13 | 4,735 | 61.63 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 149,037 | 190.28 | 5,167 | 183.75 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 31,215 | 369.26 | 1,084 | 358.90 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 5,206 | 119.20 | 0 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 530 | 18 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 22,737 | 1 | ||||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 8,664 | 1.55 | 301 | -0.66 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 971,387 | 33,725 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 13,519 | 469 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 315 | 86.39 | 11 | 100.00 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 26,668 | 0.15 | 926 | -2.01 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 385,812 | 116,812.73 | 13,395 | 111,525.00 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 2,544,936 | 705.45 | 88,360 | 688.22 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 216,447 | 87.90 | 7,548 | 83.22 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 57,727 | 7.02 | 1,997 | 4.39 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 101,252 | 79.72 | 3,592 | 179,500.00 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 71,521 | 12.42 | 2,483 | 10.01 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1,188,578 | 123.47 | 41,267 | 118.69 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 714 | 1.56 | 25 | 0.00 | ||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 723,138 | 10.82 | 25,107 | 8.44 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 180,087 | 6,253 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 706,004 | 11.98 | 24,555 | 9.77 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 22,429 | 121.61 | 779 | 116.71 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 15,818 | 549 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 344,031 | 11,945 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1,221,387 | 42,407 | ||||||
| 2026-05-04 | 13F | Retirement Planning Group | 122,142 | 498.41 | 4,241 | 485.64 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 6,856 | 1.54 | 238 | -0.42 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 24,950 | 134.60 | 866 | 129.71 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 211,083 | 45.94 | 7,329 | 42.82 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 462,425 | 4.70 | 16,055 | 2.46 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 19,159 | 2.18 | 665 | 0.00 | ||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 34,126 | 45.06 | 1,185 | 41.97 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 161,539 | 5,609 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 41,610 | 1,445 | ||||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 601,079 | 20,869 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 4,673 | 2.52 | 162 | 0.62 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 49,369 | 4.43 | 1,717 | 2.33 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 21,038 | 9.52 | 730 | 7.20 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2,123,291 | 18.68 | 73,721 | 16.13 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 411,612 | 6.66 | 14,435 | 5.25 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 67,286 | 1.94 | 2,336 | -0.21 | ||||
| 2026-05-11 | 13F | Destiny Capital Corp/CO | 17,212 | 598 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 17,426 | 605 | ||||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 7,949 | 7.39 | 276 | 4.96 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 222,529 | 7,726 | ||||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 92,595 | 116.85 | 3,231 | 112.64 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1,803 | 55.97 | 63 | 51.22 | ||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 255,507 | 43.77 | 8,871 | 40.70 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 23,579 | 819 |
