Institutional Ownership Hartford Multifactor Emerging (ROAM)
This table provides information about the institutional ownership of Hartford Multifactor Emerging (ROAM). We have compiled data on the 28 institutions that hold shares in the stock, with a total of 1.08 Million shares, which have been reported (via 13F filing form) to have a value of $26.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
229,441
shares
|
$5.61 Million
0.09% of portfolio
|
Q3 2024
Added 764.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
186,729
shares
|
$4.57 Million
0.0% of portfolio
|
Q2 2024
Added 431.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
94,512
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
80,214
shares
|
$1.96 Million
0.1% of portfolio
|
Q2 2024
Reduced 14.41%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
64,963
shares
|
$1.59 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
53,768
shares
|
$1.32 Million
0.04% of portfolio
|
Q2 2024
Reduced 26.51%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
53,444
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
53,315
shares
|
$1.3 Million
0.75% of portfolio
|
Q4 2023
Added 0.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
53,127
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
48,760
shares
|
$1.19 Million
0.08% of portfolio
|
Q2 2024
Added 55.13%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
31,898
shares
|
$780,544
0.05% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
23,342
shares
|
$571,178
0.0% of portfolio
|
Q2 2024
Reduced 70.69%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
20,922
shares
|
$511,961
0.02% of portfolio
|
Q3 2024
Added 29.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,075
shares
|
$442,295
0.0% of portfolio
|
Q3 2024
Added 36.79%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
16,513
shares
|
$404,073
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
15,399
shares
|
$376,813
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
13,000
shares
|
$318,110
0.0% of portfolio
|
Q4 2023
Reduced 5.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
11,521
shares
|
$281,918
0.0% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
9,825
shares
|
$240,417
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
1,427
shares
|
$34,918
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,080
shares
|
$26,427
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
811
shares
|
$19,845
0.0% of portfolio
|
Q2 2024
Reduced 49.91%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
219
shares
|
$5,358
0.0% of portfolio
|
Q3 2024
Reduced 92.48%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
122
shares
|
$2,985
0.0% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
55
shares
|
$1,345
0.0% of portfolio
|
Q2 2024
New holding
|