Institutional Ownership Hartford Multifactor Developed (RODM)
This table provides information about the institutional ownership of Hartford Multifactor Developed (RODM). We have compiled data on the 114 institutions that hold shares in the stock, with a total of 32.3 Million shares, which have been reported (via 13F filing form) to have a value of $954 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,247,227
shares
|
$155 Million
0.36% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,371,810
shares
|
$99.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2024 Q3 2024 |
3,271,402
shares
|
$96.6 Million
9.25% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,902,132
shares
|
$85.7 Million
0.01% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
2,152,021
shares
|
$63.5 Million
1.61% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
1,948,960
shares
|
$57.5 Million
3.77% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
979,236
shares
|
$28.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
899,400
shares
|
$26.6 Million
1.81% of portfolio
|
Q4 2023
Added 3.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
890,531
shares
|
$26.3 Million
0.05% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
797,666
shares
|
$23.5 Million
1.64% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
782,741
shares
|
$23.1 Million
0.01% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
723,353
shares
|
$21.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 43.43%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
699,752
shares
|
$20.7 Million
0.14% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
652,295
shares
|
$19.3 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
486,191
shares
|
$14.4 Million
1.97% of portfolio
|
Q2 2024
Reduced 26.64%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
473,227
shares
|
$14 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
444,470
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
427,063
shares
|
$12.6 Million
1.63% of portfolio
|
Q1 2023
Reduced 2.22%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
387,499
shares
|
$11.4 Million
1.8% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
366,287
shares
|
$10.8 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
327,074
shares
|
$9.66 Million
0.07% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
281,570
shares
|
$8.31 Million
0.62% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
240,528
shares
|
$7.1 Million
0.04% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
214,697
shares
|
$6.34 Million
0.47% of portfolio
|
Q3 2024
Reduced 22.18%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Nov 07, 2024 Q3 2024 |
196,260
shares
|
$5.79 Million
4.9% of portfolio
|
Q3 2024
Added 5.46%
|