Purchases and Sales Made in Q3 2024 in Hartford Multifactor Developed (RODM)
This table provides information about the institutional ownership of Hartford Multifactor Developed (RODM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-643- 2.18% |
$17.6K - $19.8K
|
28.9K
$900K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-838- 1.35% |
$22.9K - $25.8K
|
61.2K
$1.9M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-957- 13.02% |
$26.2K - $29.5K
|
6.39K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-978- 11.01% |
$26.7K - $30.1K
|
7.91K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.43K- 5.38% |
$39.1K - $44.1K
|
25.2K
$783K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.38K- 19.84% |
$65.1K - $73.4K
|
9.62K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.65K- 5.47% |
$72.5K - $81.6K
|
45.8K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.96K- 3.78% |
$80.8K - $91.1K
|
75.1K
$2.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.21K- 12.02% |
$87.7K - $98.9K
|
23.5K
$731K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.4K- 5.1% |
$93K - $105K
|
63.3K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.03K- 14.6% |
$110K - $124K
|
23.6K
$734K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.3K- 5.56% |
$118K - $133K
|
73K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.4K- 13.86% |
$120K - $136K
|
27.4K
$852K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.81K- 32.0% |
$131K - $148K
|
10.2K
$318K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-5.05K- 30.74% |
$138K - $156K
|
11.4K
$354K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-6.49K- 3.9% |
$178K - $200K
|
160K
$4.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-6.55K- 34.58% |
$179K - $202K
|
12.4K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.85K- 1.43% |
$187K - $211K
|
473K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.49K- 8.91% |
$260K - $292K
|
97.1K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.75K- 8.37% |
$267K - $301K
|
107K
$3.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.5K- 15.21% |
$341K - $384K
|
69.5K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.9K- 3.04% |
$381K - $429K
|
444K
$13.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-14.4K- 16.76% |
$394K - $444K
|
71.5K
$2.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-14.5K- 2.17% |
$396K - $447K
|
652K
$20.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-15.8K- 7.67% |
$431K - $486K
|
190K
$5.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-23.9K- 19.12% |
$654K - $737K
|
101K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.8K- 13.81% |
$706K - $796K
|
161K
$5.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-32K- 3.17% |
$876K - $987K
|
979K
$30.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-39.4K- 27.0% |
$1.08M - $1.21M
|
107K
$3.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-44.6K- 11.99% |
$1.22M - $1.37M
|
327K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-45.7K- 5.42% |
$1.25M - $1.41M
|
798K
$24.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-47.4K- 38.16% |
$1.3M - $1.46M
|
76.9K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-48.1K- 48.6% |
$1.32M - $1.48M
|
50.9K
$1.58M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-61.2K- 22.18% |
$1.67M - $1.89M
|
215K
$6.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-74.2K- 2.22% |
$2.03M - $2.29M
|
3.27M
$102M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-99.6K- 81.89% |
$2.72M - $3.07M
|
22K
$685K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-102K- 4.51% |
$2.78M - $3.13M
|
2.15M
$67M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-112K- 56.42% |
$3.05M - $3.44M
|
86.1K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-318K- 8.61% |
$8.69M - $9.79M
|
3.37M
$105M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-457K- 98.34% |
$12.5M - $14.1M
|
7.73K
$240K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-555K- 43.43% |
$15.2M - $17.1M
|
723K
$22.5M
|