Purchases and Sales Made in Q2 2024 in Hartford Multifactor Developed (RODM)
This table provides information about the institutional ownership of Hartford Multifactor Developed (RODM) during Q2 2024. 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 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
528KNew |
$14.2M - $15.2M
|
528K
$15.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
215K+ 48.75% |
$5.78M - $6.21M
|
656K
$19.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
124KNew |
$3.34M - $3.59M
|
124K
$3.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
63.2K+ 8.1% |
$1.7M - $1.82M
|
843K
$24.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
31.7K+ 7.08% |
$854K - $916K
|
480K
$14.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
31.3K+ 1.67% |
$842K - $904K
|
1.91M
$56.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.8K+ 0.95% |
$721K - $773K
|
2.85M
$84M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.5K+ 800.75% |
$632K - $678K
|
26.4K
$779K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.3K+ 0.44% |
$600K - $644K
|
5.1M
$150M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.4K+ 20.16% |
$549K - $589K
|
122K
$3.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20.3K+ 9.48% |
$546K - $586K
|
234K
$6.91M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
19.5K+ 7.72% |
$525K - $564K
|
273K
$8.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
19.2KNew |
$516K - $554K
|
19.2K
$566K
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
18.9KNew |
$509K - $547K
|
18.9K
$558K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
17.9K+ 5.24% |
$482K - $518K
|
360K
$10.6M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
12.7KNew |
$341K - $366K
|
12.7K
$374K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4.77K+ 8.33% |
$128K - $138K
|
62K
$1.83M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.15K+ 0.68% |
$84.8K - $91K
|
465K
$13.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1.83KNew |
$49.1K - $52.7K
|
1.83K
$53.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
566+ 0.31% |
$15.2K - $16.3K
|
186K
$5.49M
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
405New |
$10.9K - $11.7K
|
405
$11.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
138+ 7.09% |
$3.71K - $3.98K
|
2.08K
$61.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
66+ 0.77% |
$1.77K - $1.9K
|
8.67K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
52New |
$1.4K - $1.5K
|
52
$1.53K
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
27+ 0.0% |
$726 - $779
|
3.35M
$98.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-160- 3.1% |
$4.3K - $4.62K
|
5K
$147K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-160- 0.14% |
$4.3K - $4.62K
|
117K
$3.44M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-166- 0.83% |
$4.46K - $4.79K
|
19.9K
$587K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-211- 4.93% |
$5.67K - $6.09K
|
4.07K
$120K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-223- 2.65% |
$6K - $6.43K
|
8.2K
$242K
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-297- 0.29% |
$7.99K - $8.57K
|
101K
$2.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-322- 1.53% |
$8.66K - $9.29K
|
20.7K
$610K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-423- 2.74% |
$11.4K - $12.2K
|
15K
$443K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-556- 1.02% |
$15K - $16K
|
53.8K
$1.59M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-599- 6.89% |
$16.1K - $17.3K
|
8.1K
$239K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-853- 86.51% |
$22.9K - $24.6K
|
133
$3.92K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.17K- 4.06% |
$31.4K - $33.7K
|
27.6K
$814K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.58K- 15.07% |
$42.4K - $45.5K
|
8.89K
$262K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.09K- 2.93% |
$56.2K - $60.3K
|
69.2K
$2.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.1K- 21.98% |
$56.5K - $60.6K
|
7.45K
$220K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.23K- 23.28% |
$60K - $64.4K
|
7.35K
$217K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.39K- 4.7% |
$64.2K - $68.9K
|
48.5K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.51K- 12.15% |
$67.4K - $72.3K
|
18.1K
$534K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.93K- 7.63% |
$78.7K - $84.4K
|
35.5K
$1.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.97K- 10.01% |
$79.8K - $85.6K
|
26.7K
$787K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.59K- 1.96% |
$96.5K - $104K
|
179K
$5.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3.67K- 55.27% |
$98.6K - $106K
|
2.97K
$87.5K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.27K- 12.78% |
$115K - $123K
|
29.2K
$860K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.32K- 5.29% |
$116K - $125K
|
77.3K
$2.28M
|