Purchases and Sales Made in Q4 2023 in Hartford Multifactor Developed (RODM)
This table provides information about the institutional ownership of Hartford Multifactor Developed (RODM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
319K+ 86.44% |
$7.78M - $8.8M
|
688K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
170KNew |
$4.15M - $4.69M
|
170K
$4.86M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
162K+ 4.39% |
$3.95M - $4.47M
|
3.85M
$110M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
143K+ 2.21% |
$3.49M - $3.95M
|
6.62M
$189M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
140KNew |
$3.43M - $3.88M
|
140K
$4.02M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
75.9K+ 66.32% |
$1.85M - $2.09M
|
190K
$5.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
73.6K+ 86.64% |
$1.8M - $2.03M
|
159K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
72.5K+ 306.19% |
$1.77M - $2M
|
96.1K
$2.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60.9K+ 685.52% |
$1.49M - $1.68M
|
69.8K
$2M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
55.8K+ 3.16% |
$1.36M - $1.54M
|
1.82M
$52.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
32.4K+ 3.74% |
$790K - $894K
|
899K
$25.7M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.4K+ 33.29% |
$425K - $481K
|
69.8K
$2M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13K+ 5.61% |
$317K - $358K
|
244K
$6.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
8.66KNew |
$211K - $239K
|
8.66K
$248K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
8.48K+ 1.3% |
$207K - $234K
|
661K
$18.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
8.47KNew |
$207K - $234K
|
8.47K
$242K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.6K+ 0.73% |
$185K - $210K
|
1.05M
$30.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
7.55KNew |
$184K - $208K
|
7.55K
$216K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.34KNew |
$179K - $203K
|
7.34K
$210K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.58K+ 15.19% |
$161K - $182K
|
49.9K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.12K+ 1.45% |
$149K - $169K
|
428K
$12.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.53K+ 2.87% |
$135K - $153K
|
198K
$5.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.44K+ 14.98% |
$108K - $123K
|
34.1K
$974K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.13K+ 0.92% |
$101K - $114K
|
452K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
2.09K+ 2.68% |
$50.9K - $57.5K
|
80K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.01K+ 8.91% |
$49.1K - $55.6K
|
24.6K
$703K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.85K+ 1.57% |
$45.1K - $51.1K
|
120K
$3.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.48K+ 136.21% |
$36.2K - $40.9K
|
2.57K
$73.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
820+ 625.95% |
$20K - $22.6K
|
951
$27.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
788+ 60.62% |
$19.2K - $21.7K
|
2.09K
$59.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
550New |
$13.4K - $15.2K
|
550
$15.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
523+ 0.69% |
$12.8K - $14.4K
|
76.8K
$2.2M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
522+ 17400.0% |
$12.7K - $14.4K
|
525
$15K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
433New |
$10.6K - $12K
|
433
$12.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
360New |
$8.78K - $9.94K
|
360
$10.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
281+ 1.81% |
$6.86K - $7.76K
|
15.8K
$453K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
160+ 1.95% |
$3.9K - $4.42K
|
8.38K
$240K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
119+ 1.43% |
$2.9K - $3.28K
|
8.42K
$241K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
116New |
$2.83K - $3.2K
|
116
$3.32K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 0.13% |
$171 - $193
|
5.45K
$156K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3New |
$73.2 - $82.8
|
3
$85.8
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1- -0.0% |
$24.4 - $27.6
|
102K
$2.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-169- 0.78% |
$4.12K - $4.66K
|
21.6K
$617K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-175- 3.86% |
$4.27K - $4.83K
|
4.36K
$125K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-280- 2.4% |
$6.83K - $7.73K
|
11.4K
$326K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-358- 1.81% |
$8.74K - $9.88K
|
19.4K
$555K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-609- 1.13% |
$14.9K - $16.8K
|
53.4K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-872- 8.21% |
$21.3K - $24.1K
|
9.75K
$279K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-918- 2.35% |
$22.4K - $25.3K
|
38.2K
$1.09M
|