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 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.01K- 22.93% |
$28.4K - $31.9K
|
3.4K
$115K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.26K- 8.23% |
$35.4K - $39.8K
|
14K
$473K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.36K- 0.07% |
$38.3K - $43K
|
2.05M
$69.1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.37K- 3.37% |
$38.4K - $43.1K
|
39.2K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.45K- 8.09% |
$40.7K - $45.8K
|
16.5K
$555K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.66K- 0.84% |
$46.7K - $52.5K
|
197K
$6.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.73K- 7.11% |
$48.7K - $54.7K
|
22.6K
$763K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.9K- 3.4% |
$53.2K - $59.8K
|
53.9K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.03K- 7.16% |
$56.9K - $64K
|
26.3K
$886K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.44K- 13.78% |
$68.6K - $77.1K
|
15.3K
$515K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.51K- 3.5% |
$70.6K - $79.3K
|
69.3K
$2.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.6K- 50.0% |
$73K - $82.1K
|
2.6K
$87.6K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.78K- 2.92% |
$78K - $87.7K
|
92.3K
$3.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3.03K- 12.89% |
$84.9K - $95.5K
|
20.5K
$689K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-3.14K- 2.92% |
$88.2K - $99.1K
|
104K
$3.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-3.14K- 9.24% |
$88.3K - $99.2K
|
30.9K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.31K- 1.36% |
$121K - $136K
|
313K
$10.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.62K- 9.2% |
$130K - $146K
|
45.6K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.7K- 10.49% |
$132K - $148K
|
40.1K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.05K- 9.04% |
$170K - $191K
|
60.9K
$2.05M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-6.15K- 3.62% |
$173K - $194K
|
164K
$5.52M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-7.26K- 4.62% |
$204K - $229K
|
150K
$5.05M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-7.88K- 4.22% |
$221K - $249K
|
179K
$6.03M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-8.79K- 9.1% |
$247K - $277K
|
87.8K
$2.96M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.81K- 36.27% |
$275K - $310K
|
17.2K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-10.1K- 21.23% |
$282K - $317K
|
37.3K
$1.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-11K- 6.97% |
$308K - $346K
|
146K
$4.93M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.9K- 0.44% |
$334K - $376K
|
2.71M
$91.3M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.6K- 3.31% |
$465K - $523K
|
483K
$16.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.9K- 20.64% |
$476K - $535K
|
65.2K
$2.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-21.2K- 20.33% |
$595K - $669K
|
83.1K
$2.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23K- 2.9% |
$646K - $726K
|
770K
$26M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.3K- 49.8% |
$653K - $734K
|
23.5K
$791K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.1K- 3.67% |
$761K - $855K
|
710K
$23.9M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-61.4K- 98.1% |
$1.72M - $1.94M
|
1.19K
$40K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-112K- 13.89% |
$3.14M - $3.53M
|
693K
$23.4M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-120K- 3.63% |
$3.37M - $3.79M
|
3.2M
$108M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-133K- 6.43% |
$3.72M - $4.19M
|
1.93M
$65.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-148K- 17.18% |
$4.15M - $4.67M
|
713K
$24M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-291K- 8.78% |
$8.16M - $9.18M
|
3.02M
$102M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-335K- 80.04% |
$9.39M - $10.6M
|
83.4K
$2.81M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-528K- 80.55% |
$14.8M - $16.7M
|
128K
$4.3M
|