Institutional Ownership Hartford Multifactor Us Equity (ROUS)
This table provides information about the institutional ownership of Hartford Multifactor Us Equity (ROUS). We have compiled data on the 61 institutions that hold shares in the stock, with a total of 6.52 Million shares, which have been reported (via 13F filing form) to have a value of $330 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,362,695
shares
|
$120 Million
0.03% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
957,384
shares
|
$48.5 Million
4.82% of portfolio
|
Q4 2024
Reduced 61.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
511,078
shares
|
$25.9 Million
0.01% of portfolio
|
Q4 2024
Added 20.69%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
394,453
shares
|
$20 Million
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
197,039
shares
|
$9.98 Million
0.02% of portfolio
|
Q4 2024
Added 41.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
195,867
shares
|
$9.92 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
194,488
shares
|
$9.85 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
183,199
shares
|
$9.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
170,272
shares
|
$8.63 Million
0.01% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
148,288
shares
|
$7.51 Million
1.48% of portfolio
|
Q4 2024
Added 78.98%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
102,703
shares
|
$5.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
95,530
shares
|
$4.84 Million
0.03% of portfolio
|
Q4 2024
Added 896.66%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
91,823
shares
|
$4.65 Million
0.03% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
81,671
shares
|
$4.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
81,400
shares
|
$4.12 Million
0.06% of portfolio
|
Q4 2024
Added 287.73%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Feb 14, 2025 Q4 2024 |
57,644
shares
|
$2.92 Million
3.05% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
55,829
shares
|
$2.83 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
55,156
shares
|
$2.79 Million
1.13% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
49,549
shares
|
$2.51 Million
0.01% of portfolio
|
Q4 2024
Added 76.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
46,623
shares
|
$2.36 Million
0.0% of portfolio
|
Q4 2024
Added 14.86%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
42,741
shares
|
$2.17 Million
0.01% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
40,598
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Added 289.95%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
34,106
shares
|
$1.73 Million
0.0% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
31,477
shares
|
$1.59 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
31,072
shares
|
$1.57 Million
0.05% of portfolio
|
Q3 2022
Added 4.09%
|