Purchases and Sales Made in Q1 2025 in Hartford Multifactor Developed (RODM)
This table provides information about the institutional ownership of Hartford Multifactor Developed (RODM) during Q1 2025. The information is specifically focused on institutions that hold shares of HARTFORD MULTIFACTOR DEVELOPED.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
148K+ 189.47% |
$4.15M - $4.66M
|
226K
$7.61M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
116K+ 694.95% |
$3.25M - $3.66M
|
133K
$4.47M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
86.2K+ 7257.41% |
$2.42M - $2.72M
|
87.4K
$2.95M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
82.3K+ 9.5% |
$2.31M - $2.6M
|
949K
$32M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
79.8K+ 1.5% |
$2.24M - $2.52M
|
5.39M
$182M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
64.5KNew |
$1.81M - $2.04M
|
64.5K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.5K+ 17.97% |
$855K - $961K
|
200K
$6.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
18.6K+ 4.53% |
$522K - $587K
|
429K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16K+ 6.54% |
$448K - $504K
|
260K
$8.76M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
15.8K+ 7.99% |
$443K - $498K
|
213K
$7.19M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.4K+ 3.33% |
$431K - $485K
|
477K
$16.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.7KNew |
$412K - $463K
|
14.7K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13K+ 1.4% |
$365K - $410K
|
939K
$31.7M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.8KNew |
$359K - $404K
|
12.8K
$431K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12.4K+ 4.37% |
$349K - $393K
|
297K
$10M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
9K+ 60.0% |
$253K - $284K
|
24K
$809K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
8.28KNew |
$233K - $261K
|
8.28K
$279K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
6.68KNew |
$188K - $211K
|
6.68K
$225K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.55KNew |
$184K - $207K
|
6.55K
$221K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.5KNew |
$182K - $205K
|
6.5K
$219K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.88K+ 3.16% |
$80.8K - $90.9K
|
93.9K
$3.17M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.38K+ 413.02% |
$66.8K - $75.1K
|
2.96K
$99.6K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.95K+ 25.16% |
$54.8K - $61.6K
|
9.71K
$327K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.76K+ 51.16% |
$49.4K - $55.5K
|
5.2K
$175K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.65K+ 11.15% |
$46.4K - $52.2K
|
16.5K
$555K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.63KNew |
$45.9K - $51.6K
|
1.63K
$55.1K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.46K+ 2.11% |
$41.1K - $46.2K
|
70.8K
$2.39M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.34K+ 0.89% |
$37.6K - $42.2K
|
151K
$5.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.26K+ 1.33% |
$35.3K - $39.7K
|
95.9K
$3.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
605+ 0.3% |
$17K - $19.1K
|
199K
$6.72M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
502+ 5.65% |
$14.1K - $15.8K
|
9.38K
$316K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
470+ 8.05% |
$13.2K - $14.8K
|
6.31K
$213K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
296New |
$8.31K - $9.34K
|
296
$9.98K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
254New |
$7.13K - $8.02K
|
254
$8.56K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
114+ 1.43% |
$3.2K - $3.6K
|
8.08K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10+ 3.24% |
$281 - $316
|
319
$10.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-76- 2.29% |
$2.13K - $2.4K
|
3.24K
$109K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-156- 0.72% |
$4.38K - $4.92K
|
21.4K
$722K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-200- 2.41% |
$5.61K - $6.31K
|
8.09K
$273K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-328- 8.66% |
$9.21K - $10.4K
|
3.46K
$117K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-439- 5.28% |
$12.3K - $13.9K
|
7.88K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-450- 1.89% |
$12.6K - $14.2K
|
23.3K
$787K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-506- 3.21% |
$14.2K - $16K
|
15.2K
$514K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-529- 2.85% |
$14.8K - $16.7K
|
18K
$607K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-535- 7.84% |
$15K - $16.9K
|
6.29K
$212K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-693- 2.02% |
$19.5K - $21.9K
|
33.7K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-897- 11.26% |
$25.2K - $28.3K
|
7.07K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-933- 2.73% |
$26.2K - $29.4K
|
33.3K
$1.12M
|