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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
139K+ 214.89% |
$3.91M - $4.74M
|
203K
$7.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
136KNew |
$3.85M - $4.67M
|
136K
$4.83M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 3.48% |
$2.97M - $3.6M
|
3.12M
$111M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
76.7K+ 8.08% |
$2.16M - $2.62M
|
1.03M
$36.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49.8KNew |
$1.41M - $1.7M
|
49.8K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
49K+ 56.07% |
$1.38M - $1.68M
|
136K
$4.83M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
42.6K+ 177.5% |
$1.2M - $1.46M
|
66.6K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29K+ 3.08% |
$818K - $991K
|
968K
$34.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
22.7K+ 10.65% |
$641K - $777K
|
236K
$8.35M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12K+ 80.49% |
$340K - $412K
|
27K
$955K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.3K+ 3.48% |
$292K - $354K
|
308K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.59K+ 2.92% |
$214K - $260K
|
267K
$9.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.99KNew |
$197K - $239K
|
6.99K
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.22K+ 37.19% |
$147K - $179K
|
19.3K
$682K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.16K+ 28.34% |
$117K - $142K
|
18.8K
$666K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
4K+ 3.83% |
$113K - $137K
|
108K
$3.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.11K+ 3.74% |
$87.8K - $106K
|
86.2K
$3.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.96K+ 0.69% |
$83.4K - $101K
|
432K
$15.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.41K+ 14.63% |
$68K - $82.5K
|
18.9K
$668K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.92K+ 4.89% |
$54.1K - $65.5K
|
41.1K
$1.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.06K+ 18.51% |
$29.8K - $36.1K
|
6.75K
$239K
|
|
|
Aug 07, 2025
Q2 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
896+ 0.03% |
$25.3K - $30.7K
|
3.2M
$113M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
724New |
$20.4K - $24.8K
|
724
$25.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
704New |
$19.9K - $24.1K
|
704
$24.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
677+ 8.38% |
$19.1K - $23.2K
|
8.76K
$310K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
596New |
$16.8K - $20.4K
|
596
$21.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
465+ 0.5% |
$13.1K - $15.9K
|
92.7K
$3.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
364+ 1.7% |
$10.3K - $12.5K
|
21.8K
$770K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
331+ 15.88% |
$9.34K - $11.3K
|
2.42K
$85.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
318New |
$8.98K - $10.9K
|
318
$11.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
269+ 1.77% |
$7.59K - $9.21K
|
15.5K
$549K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
252+ 0.41% |
$7.11K - $8.62K
|
61.2K
$2.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
243+ 1.94% |
$6.86K - $8.32K
|
12.8K
$453K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
204+ 6.9% |
$5.76K - $6.98K
|
3.16K
$112K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
126+ 1.89% |
$3.56K - $4.31K
|
6.81K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
114New |
$3.22K - $3.9K
|
114
$4.03K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
102+ 2.64% |
$2.88K - $3.49K
|
3.96K
$140K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16+ 0.62% |
$452 - $548
|
2.62K
$92.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 0.07% |
$311 - $376
|
16.5K
$583K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5+ 1.57% |
$141 - $171
|
324
$11.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 0.12% |
$113 - $137
|
3.4K
$120K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17- 0.26% |
$480 - $582
|
6.54K
$231K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-59- 0.33% |
$1.67K - $2.02K
|
18K
$638K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-100- 1.24% |
$2.82K - $3.42K
|
7.99K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-119- 3.67% |
$3.36K - $4.07K
|
3.12K
$110K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-145- 4.19% |
$4.09K - $4.96K
|
3.31K
$117K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-179- 2.85% |
$5.05K - $6.13K
|
6.11K
$216K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-202- 3.2% |
$5.7K - $6.91K
|
6.11K
$216K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-262- 3.71% |
$7.4K - $8.97K
|
6.81K
$241K
|