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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
104K+ 5.32% |
$2.94M - $3.15M
|
2.05M
$60.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
23.2K+ 5.99% |
$658K - $706K
|
411K
$12.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.97KNew |
$226K - $242K
|
7.97K
$234K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.49K+ 0.53% |
$98.9K - $106K
|
656K
$19.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.4K+ 1.21% |
$96.5K - $104K
|
285K
$8.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
2.51K+ 1.28% |
$71.3K - $76.4K
|
199K
$5.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.5K+ 11.23% |
$42.4K - $45.5K
|
14.8K
$436K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.19KNew |
$33.6K - $36K
|
1.19K
$34.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
796+ 5.33% |
$22.6K - $24.2K
|
15.7K
$463K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
682New |
$19.3K - $20.7K
|
682
$20K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
293New |
$8.31K - $8.91K
|
293
$8.61K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
140+ 1.71% |
$3.97K - $4.26K
|
8.32K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-198- 4.97% |
$5.62K - $6.02K
|
3.79K
$111K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-281- 2.47% |
$7.97K - $8.55K
|
11.1K
$326K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-351- 4.22% |
$9.95K - $10.7K
|
7.97K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-1.1K- 6.83% |
$31.2K - $33.5K
|
15K
$441K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.68K- 6.68% |
$47.7K - $51.1K
|
23.5K
$690K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.13K- 27.23% |
$60.5K - $64.9K
|
5.7K
$167K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.38K- 11.82% |
$67.4K - $72.3K
|
17.7K
$521K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.55K- 2.39% |
$72.4K - $77.6K
|
104K
$3.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.62K- 12.66% |
$74.3K - $79.7K
|
18.1K
$531K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3.01K- 99.21% |
$85.3K - $91.4K
|
24
$705
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.81K- 62.81% |
$165K - $177K
|
3.44K
$101K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-7.36K- 25.44% |
$209K - $224K
|
21.6K
$634K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-10.1K- 9.95% |
$285K - $306K
|
91K
$2.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-16.4K- 7.66% |
$466K - $500K
|
198K
$5.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-19.6K- 10.35% |
$557K - $597K
|
170K
$5M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-37.5K- 52.45% |
$1.06M - $1.14M
|
34K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-39K- 43.72% |
$1.11M - $1.19M
|
50.2K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-87K- 4.04% |
$2.47M - $2.65M
|
2.06M
$60.7M
|