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
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.06K- 0.59% |
$25.9K - $29.3K
|
178K
$5.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.28K- 7.83% |
$31.2K - $35.3K
|
15.1K
$431K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.52K- 4.22% |
$37K - $41.8K
|
34.4K
$984K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.67K- 13.86% |
$40.6K - $46K
|
10.4K
$296K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.94K- 3.38% |
$47.2K - $53.4K
|
55.4K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1.97K- 6.76% |
$48.1K - $54.5K
|
27.2K
$778K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.83K- 2.96% |
$69.1K - $78.2K
|
93K
$2.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.13K- 25.43% |
$76.4K - $86.4K
|
9.19K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.35K- 10.24% |
$81.8K - $92.5K
|
29.4K
$840K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.58K- 8.2% |
$87.3K - $98.7K
|
40K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4K- 0.53% |
$97.6K - $110K
|
756K
$21.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-4.32K- 24.26% |
$105K - $119K
|
13.5K
$385K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4.7K- 2.56% |
$115K - $130K
|
179K
$5.12M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-5.57K- 25.36% |
$136K - $154K
|
16.4K
$469K
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-6.24K- 0.19% |
$152K - $172K
|
3.34M
$95.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.76K- 25.12% |
$189K - $214K
|
23.1K
$662K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-7.91K- 35.1% |
$193K - $218K
|
14.6K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-8.31K- 4.29% |
$203K - $229K
|
185K
$5.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.52K- 43.58% |
$208K - $235K
|
11K
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.34K- 35.78% |
$228K - $258K
|
16.8K
$479K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-9.47K- 10.21% |
$231K - $261K
|
83.3K
$2.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-10.6K- 17.08% |
$259K - $293K
|
51.6K
$1.47M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-13.8K- 8.2% |
$337K - $382K
|
155K
$4.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-14.2K- 30.16% |
$347K - $393K
|
33K
$943K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16.5K- 15.18% |
$403K - $456K
|
92.3K
$2.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.9K- 0.95% |
$461K - $522K
|
1.98M
$56.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-20.3K- 14.78% |
$495K - $560K
|
117K
$3.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.9K- 9.64% |
$559K - $633K
|
215K
$6.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-23.3K- 40.13% |
$569K - $643K
|
34.8K
$994K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-24K- 59.7% |
$587K - $664K
|
16.2K
$464K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-24.5K- 41.58% |
$598K - $677K
|
34.4K
$985K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-26.9K- 19.54% |
$655K - $741K
|
111K
$3.16M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-27.2K- 17.59% |
$664K - $751K
|
127K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-30.3K- 17.78% |
$739K - $836K
|
140K
$4.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38K- 25.68% |
$927K - $1.05M
|
110K
$3.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-39.9K- 5.89% |
$973K - $1.1M
|
637K
$18.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-69.4K- 45.61% |
$1.69M - $1.92M
|
82.8K
$2.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-76.3K- 42.85% |
$1.86M - $2.11M
|
102K
$2.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-84.3K- 15.48% |
$2.06M - $2.33M
|
460K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-95K- 3.31% |
$2.32M - $2.62M
|
2.78M
$79.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-97.4K- 34.03% |
$2.38M - $2.69M
|
189K
$5.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-98.2K- 39.09% |
$2.4M - $2.71M
|
153K
$4.38M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-99.7K- 8.08% |
$2.43M - $2.75M
|
1.14M
$32.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-131K- 1.61% |
$3.21M - $3.63M
|
8.01M
$229M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-140K- 6.53% |
$3.41M - $3.85M
|
2M
$57.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-186K- 15.25% |
$4.54M - $5.13M
|
1.03M
$29.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-376K- 8.9% |
$9.18M - $10.4M
|
3.85M
$110M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-875K- 14.84% |
$21.3M - $24.1M
|
5.02M
$144M
|