Purchases and Sales Made in Q4 2024 in Hartford Multifactor Developed (RODM)
This table provides information about the institutional ownership of Hartford Multifactor Developed (RODM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
867KNew |
$24.6M - $26.4M
|
867K
$27.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
861KNew |
$24.4M - $26.2M
|
861K
$26.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
197KNew |
$5.6M - $6.01M
|
197K
$6.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
157KNew |
$4.46M - $4.78M
|
157K
$4.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
104K+ 5.32% |
$2.94M - $3.15M
|
2.05M
$64.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
96.6KNew |
$2.74M - $2.94M
|
96.6K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
58.4K+ 1.11% |
$1.66M - $1.78M
|
5.31M
$166M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
51.7K+ 14.1% |
$1.46M - $1.57M
|
418K
$13M
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
44.3K+ 1.36% |
$1.26M - $1.35M
|
3.32M
$104M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.9K+ 120.49% |
$1.07M - $1.15M
|
69.3K
$2.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
37.7K+ 5.39% |
$1.07M - $1.15M
|
737K
$23M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.4K+ 3.98% |
$1M - $1.08M
|
926K
$28.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26.6K+ 5.63% |
$756K - $810K
|
500K
$15.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
23.2K+ 5.99% |
$658K - $706K
|
411K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
17.1K+ 3.86% |
$486K - $522K
|
462K
$14.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13K+ 26.16% |
$368K - $395K
|
62.6K
$1.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.1K+ 1.29% |
$287K - $308K
|
793K
$24.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.28K+ 5.14% |
$235K - $252K
|
170K
$5.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.97KNew |
$226K - $242K
|
7.97K
$249K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.56K+ 0.95% |
$214K - $230K
|
805K
$25.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.49K+ 0.53% |
$98.9K - $106K
|
656K
$20.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.4K+ 1.21% |
$96.5K - $104K
|
285K
$8.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.33K+ 1.38% |
$94.3K - $101K
|
244K
$7.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.83K+ 3.76% |
$80.2K - $86K
|
78K
$2.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
2.51K+ 1.28% |
$71.3K - $76.4K
|
199K
$6.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.5K+ 11.23% |
$42.4K - $45.5K
|
14.8K
$463K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.19KNew |
$33.6K - $36K
|
1.19K
$37K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.09K+ 1.99% |
$31K - $33.2K
|
55.8K
$1.74M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
896+ 3.82% |
$25.4K - $27.3K
|
24.4K
$761K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
796+ 5.33% |
$22.6K - $24.2K
|
15.7K
$491K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
682New |
$19.3K - $20.7K
|
682
$21.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
293New |
$8.31K - $8.91K
|
293
$9.15K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
209+ 0.89% |
$5.93K - $6.36K
|
23.8K
$743K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
151+ 1.22% |
$4.28K - $4.59K
|
12.5K
$392K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
140+ 1.71% |
$3.97K - $4.26K
|
8.32K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
126+ 28.0% |
$3.57K - $3.83K
|
576
$18K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6+ 1.98% |
$170 - $183
|
309
$9.65K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2- 0.02% |
$56.7 - $60.8
|
11.8K
$367K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27- 0.61% |
$766 - $821
|
4.41K
$138K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-198- 4.97% |
$5.62K - $6.02K
|
3.79K
$118K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-281- 2.47% |
$7.97K - $8.55K
|
11.1K
$346K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-330- 1.21% |
$9.36K - $10K
|
27K
$844K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-351- 4.22% |
$9.95K - $10.7K
|
7.97K
$249K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-552- 8.63% |
$15.7K - $16.8K
|
5.84K
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-738- 7.67% |
$20.9K - $22.4K
|
8.88K
$277K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-767- 4.11% |
$21.8K - $23.3K
|
17.9K
$559K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-903- 11.69% |
$25.6K - $27.5K
|
6.82K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-980- 92.89% |
$27.8K - $29.8K
|
75
$2.34K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.06K- 0.57% |
$30.1K - $32.3K
|
187K
$5.83M
|