Direct Mail Advertising Services - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-05-27 13F-HR/A HHS / Harte Hanks Morgan Stanley 7 7 0.00
2026-05-27 13F-HR/A HHS / Harte Hanks Morgan Stanley 7 7 0.00
2026-05-15 13F-HR HHS / Harte Hanks Susquehanna International Group, Llp 14,537 17,623 21.23
2026-05-15 13F-HR HHS / Harte Hanks Tower Research Capital LLC (TRC) 1,138 1,995 75.31
2026-05-15 13F-HR HHS / Harte Hanks Westerly Capital Management, Llc 627,000 627,000 0.00
2026-05-15 13F-HR HHS / Harte Hanks Geode Capital Management, Llc 58,173 57,877 -0.51
2026-05-15 13F-HR HHS / Harte Hanks Raffles Associates Lp 87,755 87,757 0.00
2026-05-15 13F-HR HHS / Harte Hanks Morgan Stanley 7 7 0.00
2026-05-15 13F-HR HHS / Harte Hanks State Street Corp 26,497 26,497 0.00
2026-05-15 13F-HR HHS / Harte Hanks Bridgeway Capital Management Inc 32,600 32,600 0.00
2026-05-15 13F-HR HHS / Harte Hanks Bank Of America Corp /de/ 6 0 -100.00
2026-05-15 13F-HR/A HHS / Harte Hanks Vanguard Capital Management Llc 259,036
2026-05-14 13F-HR HHS / Harte Hanks Northern Trust Corp 10,426 0 -100.00
2026-05-14 13F-HR HHS / Harte Hanks Arrowstreet Capital, Limited Partnership 17,204 17,204 0.00
2026-05-14 13F-HR HHS / Harte Hanks Renaissance Technologies Llc 24,100 22,200 -7.88
2026-05-13 13F-HR HHS / Harte Hanks Triumph Capital Management 86 86 0.00
2026-05-13 13F-HR HHS / Harte Hanks BlackRock, Inc. 27,938 28,861 3.30
2026-05-13 13F-HR HHS / Harte Hanks Acadian Asset Management Llc 32,547 32,547 0.00
2026-05-13 13F-HR HHS / Harte Hanks DRW Securities, LLC 12,574 0 -100.00
2026-05-11 13F-HR HHS / Harte Hanks Lsv Asset Management 12,700 12,700 0.00
2026-05-11 13F-HR HHS / Harte Hanks Wells Fargo & Company/mn 1 1 0.00
2026-05-08 13F-HR HHS / Harte Hanks Vanguard Capital Management Llc 259,036
2026-05-08 13F-HR HHS / Harte Hanks Vanguard Fiduciary Trust Co 30,619
2026-05-08 13F-HR HHS / Harte Hanks Blair William & Co/il 660,845 660,845 0.00
2026-05-08 13F-HR HHS / Harte Hanks Vanguard Global Advisers, LLC 1,918
2026-05-07 13F-HR HHS / Harte Hanks Dimensional Fund Advisors Lp 45,988 42,621 -7.32
2026-05-05 13F-HR HHS / Harte Hanks UBS Group AG 437 207 -52.63
2026-05-05 13F-HR WILD / Tidal Trust III - VistaShares Animal Spirits Daily 2X Strategy ETF UBS Group AG 466 0 -100.00
2026-04-17 13F-HR HHS / Harte Hanks Krilogy Financial LLC 92,000 118,175 28.45
2026-03-31 13F-HR/A HHS / Harte Hanks Barclays Plc 0 87
2026-02-17 13F-HR HHS / Harte Hanks Royal Bank Of Canada 1 0 -100.00
2026-02-17 13F-HR HHS / Harte Hanks Blair William & Co/il 660,845 660,845 0.00
2026-02-17 13F-HR HHS / Harte Hanks Bank Of America Corp /de/ 6 6 0.00
2026-02-17 13F-HR HHS / Harte Hanks Westerly Capital Management, Llc 619,000 627,000 1.29
2026-02-17 13F-HR HHS / Harte Hanks Northern Trust Corp 11,500 10,426 -9.34
2026-02-17 SCHEDULE 13G/A HHS / Harte Hanks Westerly Capital Management, Llc 697,100 627,000 -10.06
2026-02-17 13F-HR HHS / Harte Hanks Bridgeway Capital Management Inc 40,846 32,600 -20.19
2026-02-17 13F-HR HHS / Harte Hanks Tower Research Capital LLC (TRC) 0 1,138
2026-02-17 13F-HR HHS / Harte Hanks Raffles Associates Lp 69,364 87,755 26.51
2026-02-17 13F-HR HHS / Harte Hanks Susquehanna International Group, Llp 19,139 14,537 -24.05
2026-02-13 13F-HR HHS / Harte Hanks Arrowstreet Capital, Limited Partnership 17,204 17,204 0.00
2026-02-13 13F-HR HHS / Harte Hanks Barclays Plc 87 0 -100.00
2026-02-13 13F-HR HHS / Harte Hanks Morgan Stanley 7
2026-02-13 13F-HR HHS / Harte Hanks State Street Corp 18,797 26,497 40.96
2026-02-13 13F-HR HHS / Harte Hanks Wells Fargo & Company/mn 1 1 0.00
2026-02-12 13F-HR HHS / Harte Hanks Dimensional Fund Advisors Lp 45,988 45,988 0.00
2026-02-12 13F-HR HHS / Harte Hanks Renaissance Technologies Llc 46,000 24,100 -47.61
2026-02-12 13F-HR HHS / Harte Hanks Triumph Capital Management 86 86 0.00
2026-02-12 13F-HR HHS / Harte Hanks DRW Securities, LLC 12,574
2026-02-12 13F-HR HHS / Harte Hanks BlackRock, Inc. 27,512 27,938 1.55
2026-02-10 13F-HR HHS / Harte Hanks Acadian Asset Management Llc 33,247 32,547 -2.11
2026-02-09 13F-HR HHS / Harte Hanks Geode Capital Management, Llc 58,531 58,173 -0.61
2026-02-06 13F-HR HHS / Harte Hanks Pnc Financial Services Group, Inc. 19 0 -100.00
2026-02-06 13F-HR HHS / Harte Hanks Lsv Asset Management 12,700 12,700 0.00
2026-02-03 13F-HR/A HHS / Harte Hanks Bank Of America Corp /de/ 56 6 -89.29
2026-01-29 13F-HR HHS / Harte Hanks Vanguard Group Inc 298,127 291,573 -2.20
2026-01-29 13F-HR HHS / Harte Hanks UBS Group AG 46,917 437 -99.07
2026-01-29 13F-HR WILD / Tidal Trust III - VistaShares Animal Spirits Daily 2X Strategy ETF UBS Group AG 466
2026-01-27 13F-HR HHS / Harte Hanks Krilogy Financial LLC 92,000 92,000 0.00
2025-11-17 13F-HR HHS / Harte Hanks Triumph Capital Management 86
2025-11-14 13F-HR HHS / Harte Hanks Goldman Sachs Group Inc 13,051 0 -100.00
2025-11-14 13F-HR HHS / Harte Hanks Tower Research Capital LLC (TRC) 15 0 -100.00
2025-11-14 13F-HR HHS / Harte Hanks Ubs Asset Management Americas Inc 117,500 0 -100.00
2025-11-14 13F-HR HHS / Harte Hanks Bank Of America Corp /de/ 6
2025-11-14 13F-HR HHS / Harte Hanks Northern Trust Corp 33,627 11,500 -65.80
2025-11-14 13F-HR HHS / Harte Hanks Raffles Associates Lp 19,037 69,364 264.36
2025-11-14 13F-HR HHS / Harte Hanks State Street Corp 18,797 18,797 0.00
2025-11-14 13F-HR HHS / Harte Hanks Westerly Capital Management, Llc 619,000 619,000 0.00
2025-11-14 13F-HR HHS / Harte Hanks Royal Bank Of Canada 0 1
2025-11-14 13F-HR HHS / Harte Hanks Morgan Stanley 7
2025-11-14 13F-HR HHS / Harte Hanks Man Group plc 11,048 0 -100.00
2025-11-14 13F-HR HHS / Harte Hanks Bridgeway Capital Management Inc 40,846 40,846 0.00
2025-11-14 13F-HR HHS / Harte Hanks Susquehanna International Group, Llp 0 19,139
2025-11-14 13F-HR WILD / Tidal Trust III - VistaShares Animal Spirits Daily 2X Strategy ETF Gts Securities Llc 23,361 0 -100.00
2025-11-13 13F-HR HHS / Harte Hanks UBS Group AG 48,537 46,917 -3.34
2025-11-13 13F-HR HHS / Harte Hanks Acadian Asset Management Llc 33,777 33,247 -1.57
2025-11-13 13F-HR HHS / Harte Hanks Renaissance Technologies Llc 38,800 46,000 18.56
2025-11-13 13F-HR HHS / Harte Hanks Arrowstreet Capital, Limited Partnership 17,204 17,204 0.00
2025-11-13 13F-HR HHS / Harte Hanks Wells Fargo & Company/mn 1,251 1 -99.92
2025-11-12 13F-HR HHS / Harte Hanks Barclays Plc 0 87
2025-11-12 13F-HR HHS / Harte Hanks Blair William & Co/il 660,845 660,845 0.00
2025-11-12 13F-HR HHS / Harte Hanks Geode Capital Management, Llc 65,405 58,531 -10.51
2025-11-12 13F-HR HHS / Harte Hanks Dimensional Fund Advisors Lp 45,988 45,988 0.00
2025-11-12 13F-HR HHS / Harte Hanks BlackRock, Inc. 33,166 27,512 -17.05
2025-11-07 13F-HR HHS / Harte Hanks Pnc Financial Services Group, Inc. 19
2025-11-07 13F-HR HHS / Harte Hanks Vanguard Group Inc 297,342 298,127 0.26
2025-11-06 13F-HR HHS / Harte Hanks Lsv Asset Management 12,700 12,700 0.00
2025-11-06 13F-HR HHS / Harte Hanks Krilogy Financial LLC 112,000 92,000 -17.86
2025-09-25 NPORT-P HHS / Harte Hanks DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 9,013 9,013 0.00
2025-09-25 NPORT-P HHS / Harte Hanks DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 5,598 5,598 0.00
2025-09-25 NPORT-P HHS / Harte Hanks DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 1,754 1,754 0.00
2025-09-25 NPORT-P HHS / Harte Hanks DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 6,069 6,069 0.00
2025-09-25 NPORT-P HHS / Harte Hanks DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 2,751 2,751 0.00
2025-09-25 NPORT-P HHS / Harte Hanks DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 3,652 3,652 0.00
2025-09-25 NPORT-P HHS / Harte Hanks DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 9,013 9,013 0.00
2025-09-25 NPORT-P HHS / Harte Hanks DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 4,124 4,124 0.00
2025-09-25 NPORT-P HHS / Harte Hanks DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 1,613 1,613 0.00
2025-08-28 NPORT-P HHS / Harte Hanks IWC - iSHARES TRUST - iShares Micro-Cap ETF 14,628 12,996 -11.16
2025-08-27 NPORT-P HHS / Harte Hanks JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 1,200 1,200 0.00
2025-08-27 NPORT-P HHS / Harte Hanks VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 101,383 101,383 0.00
2025-08-27 NPORT-P HHS / Harte Hanks VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 194,041 194,041 0.00
2025-08-26 NPORT-P HHS / Harte Hanks BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 7,700 7,700 0.00
2025-08-26 NPORT-P HHS / Harte Hanks EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 810 1,239 52.96
2025-08-26 NPORT-P HHS / Harte Hanks BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 20,000 20,000 0.00
2025-08-26 NPORT-P HHS / Harte Hanks BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 8,246 8,246 0.00
2025-08-26 NPORT-P HHS / Harte Hanks NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 790 790 0.00
2025-08-15 13F-HR HHS / Harte Hanks Morgan Stanley 57 7 -87.72
2025-08-15 13F-HR HHS / Harte Hanks Raffles Associates Lp 19,037
2025-08-15 13F-HR HHS / Harte Hanks Tower Research Capital LLC (TRC) 0 15
2025-08-14 13F-HR HHS / Harte Hanks Bank Of America Corp /de/ 48 56 16.67
2025-08-14 13F-HR HHS / Harte Hanks State Street Corp 18,797 18,797 0.00
2025-08-14 13F-HR HHS / Harte Hanks Bridgeway Capital Management Inc 40,846 40,846 0.00
2025-08-14 13F-HR HHS / Harte Hanks Westerly Capital Management, Llc 618,226 619,000 0.13
2025-08-14 13F-HR HHS / Harte Hanks Wells Fargo & Company/mn 1,251 1,251 0.00
2025-08-14 13F-HR HHS / Harte Hanks Man Group plc 31,598 11,048 -65.04
2025-08-14 13F-HR HHS / Harte Hanks UBS Group AG 0 48,537
2025-08-14 13F-HR HHS / Harte Hanks Ubs Asset Management Americas Inc 117,500 117,500 0.00
2025-08-14 13F-HR HHS / Harte Hanks Goldman Sachs Group Inc 10,210 13,051 27.83
2025-08-13 13F-HR HHS / Harte Hanks Arrowstreet Capital, Limited Partnership 17,204 17,204 0.00
2025-08-13 13F-HR HHS / Harte Hanks Northern Trust Corp 33,419 33,627 0.62
2025-08-13 13F-HR HHS / Harte Hanks Renaissance Technologies Llc 49,284 38,800 -21.27
2025-08-12 13F-HR HHS / Harte Hanks BlackRock, Inc. 32,314 33,166 2.64
2025-08-12 13F-HR HHS / Harte Hanks O'shaughnessy Asset Management, Llc 12,790 0 -100.00
2025-08-12 13F-HR HHS / Harte Hanks Jpmorgan Chase & Co 11 0 -100.00
2025-08-12 13F-HR HHS / Harte Hanks Proequities, Inc. 0 0
2025-08-12 13F-HR HHS / Harte Hanks Dimensional Fund Advisors Lp 48,008 45,988 -4.21
2025-08-12 13F-HR WILD / Tidal Trust III - VistaShares Animal Spirits Daily 2X Strategy ETF Proequities, Inc. 0
2025-08-11 13F-HR HHS / Harte Hanks Lsv Asset Management 12,700 12,700 0.00
2025-08-11 13F-HR HHS / Harte Hanks Vanguard Group Inc 297,342 297,342 0.00
2025-08-08 13F-HR HHS / Harte Hanks Geode Capital Management, Llc 65,493 65,405 -0.13
2025-08-08 13F-HR WILD / Tidal Trust III - VistaShares Animal Spirits Daily 2X Strategy ETF Gts Securities Llc 23,361
2025-08-07 13F-HR HHS / Harte Hanks Acadian Asset Management Llc 42,107 33,777 -19.78
2025-07-24 NPORT-P HHS / Harte Hanks FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 37,255 30,293 -18.69
2025-07-24 NPORT-P HHS / Harte Hanks FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 5,634 5,634 0.00
2025-07-24 13F-HR HHS / Harte Hanks Blair William & Co/il 660,845 660,845 0.00
2025-07-24 NPORT-P HHS / Harte Hanks FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 11,062 11,062 0.00
2025-07-24 NPORT-P HHS / Harte Hanks FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 7,563 6,787 -10.26
2025-07-11 13F-HR HHS / Harte Hanks Farther Finance Advisors, LLC 15 0 -100.00
2025-07-09 13F-HR HHS / Harte Hanks Krilogy Financial LLC 132,000 112,000 -15.15
2025-06-27 13F-HR/A HHS / Harte Hanks Goldman Sachs Group Inc 0 10,210
2025-06-26 NPORT-P HHS / Harte Hanks DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 9,013 9,013 0.00
2025-06-26 NPORT-P HHS / Harte Hanks DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 2,751 2,751 0.00
2025-06-26 NPORT-P HHS / Harte Hanks DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 4,124 4,124 0.00
2025-06-26 NPORT-P HHS / Harte Hanks DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 5,598 5,598 0.00
2025-06-26 NPORT-P HHS / Harte Hanks DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 1,613 1,613 0.00
2025-06-26 NPORT-P HHS / Harte Hanks DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 1,754 1,754 0.00
2025-06-26 NPORT-P HHS / Harte Hanks DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 3,652 3,652 0.00
2025-06-26 NPORT-P HHS / Harte Hanks DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 6,069 6,069 0.00
2025-06-24 NPORT-P HHS / Harte Hanks SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 3,347 3,347 0.00
2025-05-30 SCHEDULE 13D HHS / Harte Hanks Gary S. Rosenbach 2,118,635
2025-05-29 NPORT-P HHS / Harte Hanks JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 2,449 129 -94.73
2025-05-29 NPORT-P HHS / Harte Hanks JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 1,200 1,200 0.00