Purchases and Sales Made in Q2 2021 in Hartford Multifactor Developed (RODM)
This table provides information about the institutional ownership of Hartford Multifactor Developed (RODM) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.34MNew |
$100M - $107M
|
3.34M
$93.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
772KNew |
$23.2M - $24.6M
|
772K
$21.7M
|
|
|
Jul 20, 2021
Q2 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
613K+ 223.83% |
$18.4M - $19.6M
|
887K
$24.9M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
489KNew |
$14.7M - $15.6M
|
489K
$13.7M
|
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
214K+ 4.65% |
$6.43M - $6.84M
|
4.82M
$135M
|
|
|
Jul 20, 2021
Q2 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
122K+ 8.24% |
$3.67M - $3.9M
|
1.6M
$45M
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
112K+ 10353.85% |
$3.35M - $3.57M
|
113K
$3.17M
|
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
65.1K+ 3156.13% |
$1.95M - $2.08M
|
67.2K
$1.89M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
61.6K+ 6.29% |
$1.85M - $1.97M
|
1.04M
$29.2M
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
61.2K+ 1.49% |
$1.84M - $1.95M
|
4.16M
$117M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52KNew |
$1.56M - $1.66M
|
52K
$1.46M
|
|
|
Aug 06, 2021
Q2 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
45.1K+ 22.04% |
$1.35M - $1.44M
|
250K
$7.01M
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
36.7KNew |
$1.1M - $1.17M
|
36.7K
$1.03M
|
|
|
Aug 13, 2021
Q2 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
24.1K+ 6.29% |
$722K - $768K
|
407K
$11.4M
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.7KNew |
$502K - $533K
|
16.7K
$469K
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.2K+ 1.84% |
$427K - $454K
|
788K
$22.1M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.7K+ 2.62% |
$412K - $438K
|
537K
$15.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
11.6K+ 4.24% |
$348K - $370K
|
285K
$8M
|
|
|
Aug 06, 2021
Q2 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
11.5K+ 2.23% |
$346K - $368K
|
530K
$14.9M
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.7K+ 4.94% |
$322K - $342K
|
228K
$6.39M
|
|
|
Aug 12, 2021
Q2 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.36KNew |
$281K - $299K
|
9.36K
$263K
|
|
|
Aug 02, 2021
Q2 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
9.24K+ 2.41% |
$277K - $295K
|
392K
$11M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.67K+ 7.61% |
$260K - $277K
|
123K
$3.44M
|
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.7K+ 7.3% |
$231K - $246K
|
113K
$3.17M
|
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.6K+ 0.82% |
$198K - $211K
|
813K
$22.8M
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.33K+ 14.11% |
$160K - $170K
|
43.1K
$1.21M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.51K+ 4.55% |
$135K - $144K
|
104K
$2.91M
|
|
|
Aug 06, 2021
Q2 2021
|
White Pine Investment CO
|
BUY
|
- |
4.26K+ 1.12% |
$128K - $136K
|
386K
$10.8M
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.56K+ 489.46% |
$76.7K - $81.6K
|
3.08K
$86.4K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.43KNew |
$73K - $77.6K
|
2.43K
$68.2K
|
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.4K+ 4.3% |
$72K - $76.5K
|
58.1K
$1.63M
|
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.4K+ 4.3% |
$72K - $76.5K
|
58.1K
$1.63M
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.13K+ 3.67% |
$64K - $68.1K
|
60.3K
$1.69M
|
|
|
Aug 11, 2021
Q2 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.07K+ 3.52% |
$62.1K - $66.1K
|
60.9K
$1.71M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
2.06KNew |
$61.9K - $65.9K
|
2.06K
$57.9K
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
1.9KNew |
$56.9K - $60.5K
|
1.9K
$53.2K
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.37K+ 12.68% |
$41.2K - $43.8K
|
12.2K
$343K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.23K+ 0.36% |
$36.9K - $39.2K
|
347K
$9.74M
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.19K+ 10.72% |
$35.8K - $38K
|
12.3K
$345K
|
|
|
Aug 13, 2021
Q2 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
821New |
$24.6K - $26.2K
|
821
$23K
|
|
|
Aug 12, 2021
Q2 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
722+ 0.27% |
$21.7K - $23K
|
273K
$7.66M
|
|
|
Jul 21, 2021
Q2 2021
|
Centric Wealth Management
|
BUY
|
- |
675+ 5.76% |
$20.3K - $21.5K
|
12.4K
$348K
|
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
342+ 42.75% |
$10.3K - $10.9K
|
1.14K
$32.1K
|
|
|
Aug 16, 2021
Q2 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
208+ 1.96% |
$6.24K - $6.64K
|
10.8K
$304K
|
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
201New |
$6.03K - $6.42K
|
201
$5.64K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
169+ 72.53% |
$5.07K - $5.39K
|
402
$11.3K
|
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
160+ 0.39% |
$4.8K - $5.11K
|
41.1K
$1.15M
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
141New |
$4.23K - $4.5K
|
141
$3.96K
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
122New |
$3.66K - $3.89K
|
122
$3.42K
|
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
110+ 0.26% |
$3.3K - $3.51K
|
42K
$1.18M
|