Purchases and Sales Made in Q2 2023 in Hartford Multifactor Developed (RODM)
This table provides information about the institutional ownership of Hartford Multifactor Developed (RODM) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-297- 5.04% |
$7.66K - $8.11K
|
5.6K
$160K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-316- 23.8% |
$8.15K - $8.62K
|
1.01K
$28.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-350- 1.49% |
$9.03K - $9.55K
|
23.1K
$660K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-569- 6.49% |
$14.7K - $15.5K
|
8.2K
$235K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-786- 5.77% |
$20.3K - $21.4K
|
12.8K
$367K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-790Closed |
$20.4K - $21.6K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-796- 2.21% |
$20.5K - $21.7K
|
35.2K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-880- 1.56% |
$22.7K - $24K
|
55.6K
$1.59M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-971- 2.32% |
$25.1K - $26.5K
|
40.9K
$1.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.01K- 8.63% |
$26K - $27.5K
|
10.6K
$305K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.01K- 0.39% |
$26.1K - $27.6K
|
256K
$7.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.07K- 0.4% |
$27.7K - $29.3K
|
268K
$7.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-1.18K- 3.77% |
$30.4K - $32.1K
|
30K
$859K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.31K- 4.49% |
$33.7K - $35.7K
|
27.8K
$795K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.76K- 17.03% |
$45.4K - $48.1K
|
8.58K
$245K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.07K- 8.52% |
$53.4K - $56.5K
|
22.2K
$636K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.2K- 3.73% |
$56.8K - $60K
|
56.7K
$1.62M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.37K- 13.22% |
$61.2K - $64.7K
|
15.6K
$445K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.54K- 19.57% |
$65.5K - $69.3K
|
10.4K
$298K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.69K- 5.87% |
$69.5K - $73.5K
|
43.2K
$1.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.76K- 2.59% |
$71.1K - $75.2K
|
104K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.6K- 1.8% |
$92.8K - $98.1K
|
196K
$5.61M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.67K- 24.65% |
$94.8K - $100K
|
11.2K
$321K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.47K- 18.31% |
$115K - $122K
|
19.9K
$570K
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 11.76% |
$115K - $122K
|
33.6K
$961K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.62K- 2.66% |
$119K - $126K
|
169K
$4.84M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.85K- 4.96% |
$125K - $132K
|
93.1K
$2.66M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.99K- 36.49% |
$129K - $136K
|
8.68K
$248K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5K- 24.88% |
$129K - $136K
|
15.1K
$432K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.24K- 75.76% |
$135K - $143K
|
1.68K
$48K
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-5.82K- 18.06% |
$150K - $159K
|
26.4K
$755K
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-6.33K- 2.32% |
$163K - $173K
|
266K
$7.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-6.5K- 2.07% |
$168K - $177K
|
307K
$8.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-6.64K- 45.74% |
$171K - $181K
|
7.88K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.66K- 15.88% |
$198K - $209K
|
40.6K
$1.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.05K- 6.35% |
$208K - $220K
|
119K
$3.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.7K- 25.39% |
$275K - $291K
|
31.3K
$896K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11K- 12.13% |
$284K - $301K
|
79.8K
$2.28M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-14.9K- 13.46% |
$385K - $407K
|
95.8K
$2.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15.3K- 11.66% |
$396K - $419K
|
116K
$3.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-16.5K- 7.81% |
$425K - $449K
|
195K
$5.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-19.1K- 20.53% |
$492K - $520K
|
73.7K
$2.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-25.6K- 0.44% |
$661K - $699K
|
5.83M
$167M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-32.2K- 2.7% |
$831K - $879K
|
1.16M
$33.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-44.3K- 75.97% |
$1.14M - $1.21M
|
14K
$401K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-45.1K- 8.98% |
$1.16M - $1.23M
|
457K
$13.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-48.1K- 20.82% |
$1.24M - $1.31M
|
183K
$5.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-54.1K- 4.08% |
$1.39M - $1.48M
|
1.27M
$36.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-112K- 2.51% |
$2.89M - $3.05M
|
4.34M
$124M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-123K- 4.1% |
$3.17M - $3.35M
|
2.87M
$82.2M
|