Purchases and Sales Made in Q2 2025 in Hartford Multifactor Developed (RODM)
This table provides information about the institutional ownership of Hartford Multifactor Developed (RODM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
42.6K+ 177.5% |
$1.2M - $1.46M
|
66.6K
$2.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
22.7K+ 10.65% |
$641K - $777K
|
236K
$8.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.99KNew |
$197K - $239K
|
6.99K
$242K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.16K+ 28.34% |
$117K - $142K
|
18.8K
$652K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
4K+ 3.83% |
$113K - $137K
|
108K
$3.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.11K+ 3.74% |
$87.8K - $106K
|
86.2K
$2.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.96K+ 0.69% |
$83.4K - $101K
|
432K
$15M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.41K+ 14.63% |
$68K - $82.5K
|
18.9K
$655K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.06K+ 18.51% |
$29.8K - $36.1K
|
6.75K
$234K
|
|
|
Aug 07, 2025
Q2 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
896+ 0.03% |
$25.3K - $30.7K
|
3.2M
$111M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
704New |
$19.9K - $24.1K
|
704
$24.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
596New |
$16.8K - $20.4K
|
596
$20.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
465+ 0.5% |
$13.1K - $15.9K
|
92.7K
$3.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
364+ 1.7% |
$10.3K - $12.5K
|
21.8K
$755K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
331+ 15.88% |
$9.34K - $11.3K
|
2.42K
$83.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
318New |
$8.98K - $10.9K
|
318
$11K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
269+ 1.77% |
$7.59K - $9.21K
|
15.5K
$537K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
252+ 0.41% |
$7.11K - $8.62K
|
61.2K
$2.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
243+ 1.94% |
$6.86K - $8.32K
|
12.8K
$443K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
204+ 6.9% |
$5.76K - $6.98K
|
3.16K
$109K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
126+ 1.89% |
$3.56K - $4.31K
|
6.81K
$236K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16+ 0.62% |
$452 - $548
|
2.62K
$90.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 0.07% |
$311 - $376
|
16.5K
$571K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 0.12% |
$113 - $137
|
3.4K
$118K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17- 0.26% |
$480 - $582
|
6.54K
$227K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-59- 0.33% |
$1.67K - $2.02K
|
18K
$624K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-100- 1.24% |
$2.82K - $3.42K
|
7.99K
$277K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-145- 4.19% |
$4.09K - $4.96K
|
3.31K
$115K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-202- 3.2% |
$5.7K - $6.91K
|
6.11K
$212K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-262- 3.71% |
$7.4K - $8.97K
|
6.81K
$236K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-306- 0.33% |
$8.64K - $10.5K
|
93.6K
$3.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-435- 5.52% |
$12.3K - $14.9K
|
7.44K
$258K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-509- 2.49% |
$14.4K - $17.4K
|
19.9K
$691K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-698- 2.99% |
$19.7K - $23.9K
|
22.6K
$785K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.27K- 1.84% |
$36K - $43.6K
|
68.1K
$2.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.29K- 5.72% |
$36.5K - $44.3K
|
21.3K
$740K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.97K- 0.63% |
$55.6K - $67.4K
|
311K
$10.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.76K- 1.4% |
$77.9K - $94.5K
|
194K
$6.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.52K- 5.41% |
$99.5K - $121K
|
61.6K
$2.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.47K- 8.29% |
$126K - $153K
|
49.5K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.59K- 14.45% |
$186K - $225K
|
39K
$1.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-6.92K- 22.42% |
$195K - $237K
|
23.9K
$830K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.05K- 8.45% |
$199K - $241K
|
76.4K
$2.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.54K- 22.41% |
$213K - $258K
|
26.1K
$905K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-27.7K- 21.75% |
$783K - $949K
|
99.8K
$3.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-28.6K- 32.51% |
$806K - $977K
|
59.3K
$2.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-81.1K- 3.96% |
$2.29M - $2.78M
|
1.97M
$68.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-133K- 66.68% |
$3.75M - $4.55M
|
66.4K
$2.3M
|