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 123 institutions that hold shares in the stock, with a total of 44.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.27 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Argi Investment Services, LLC
|
Feb 02, 2023 Q4 2022 |
6,651,067
shares
|
$191 Million
5.26% of portfolio
|
Q4 2022
Added 5.03%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
5,077,342
shares
|
$146 Million
0.38% of portfolio
|
Q1 2024
Reduced 36.63%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
3,792,662
shares
|
$109 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
Hartford Funds Management CO LLC
Wayne, PA |
May 03, 2024 Q1 2024 |
3,345,578
shares
|
$96.2 Million
8.89% of portfolio
|
Q1 2024
Added 0.17%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
2,821,291
shares
|
$81.1 Million
0.01% of portfolio
|
Q1 2024
Added 1.56%
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 14, 2024 Q1 2024 |
2,553,120
shares
|
$73.4 Million
1.96% of portfolio
|
Q1 2024
Reduced 61.41%
|
|
Foster & Motley Inc
Cincinnati, OH |
Apr 18, 2024 Q1 2024 |
1,876,998
shares
|
$53.9 Million
3.62% of portfolio
|
Q1 2024
Added 3.04%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,872,342
shares
|
$53.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,295,375
shares
|
$37.2 Million
0.05% of portfolio
|
Q1 2024
Reduced 34.61%
|
|
Trilogy Capital Inc.
|
Apr 17, 2024 Q1 2024 |
1,064,898
shares
|
$30.6 Million
1.76% of portfolio
|
Q1 2024
Reduced 6.19%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,035,894
shares
|
$29.8 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.47%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
899,400
shares
|
$25.8 Million
1.81% of portfolio
|
Q4 2023
Added 3.74%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
869,969
shares
|
$25 Million
0.05% of portfolio
|
Q1 2024
Added 3436.89%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
781,398
shares
|
$22.5 Million
0.01% of portfolio
|
Q1 2024
Added 3.35%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 13, 2024 Q1 2024 |
780,189
shares
|
$22.4 Million
1.84% of portfolio
|
Q1 2024
Reduced 24.55%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
684,652
shares
|
$19.7 Million
0.5% of portfolio
|
Q1 2024
Added 756.09%
|
|
Arden Trust CO
|
Apr 03, 2024 Q1 2024 |
662,724
shares
|
$19 Million
2.71% of portfolio
|
Q1 2024
Added 0.23%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
461,671
shares
|
$13.3 Million
0.14% of portfolio
|
Q1 2024
Added 230735.5%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
448,824
shares
|
$12.9 Million
0.11% of portfolio
|
Q1 2024
Reduced 91.06%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
448,326
shares
|
$12.9 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
441,311
shares
|
$12.7 Million
0.09% of portfolio
|
Q1 2024
Added 3.13%
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
427,063
shares
|
$12.3 Million
1.63% of portfolio
|
Q1 2023
Reduced 2.22%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
426,735
shares
|
$12.3 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.26%
|
|
Goldstein Advisors, LLC
Madison, WI |
May 13, 2024 Q1 2024 |
342,361
shares
|
$9.84 Million
1.64% of portfolio
|
Q1 2024
Added 8.82%
|
|
Clarius Group, LLC
Seattle, WA |
Apr 17, 2024 Q1 2024 |
334,857
shares
|
$9.62 Million
0.66% of portfolio
|
Q1 2024
Reduced 47.45%
|