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 64 institutions that hold shares in the stock, with a total of 6.77 Million shares, which have been reported (via 13F filing form) to have a value of $353 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,322,051
shares
|
$121 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
May 05, 2025 Q1 2025 |
911,989
shares
|
$47.6 Million
4.5% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
557,508
shares
|
$29.1 Million
0.01% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
429,104
shares
|
$22.4 Million
0.0% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
199,225
shares
|
$10.4 Million
0.0% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
194,488
shares
|
$10.1 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
181,828
shares
|
$9.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
171,788
shares
|
$8.96 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
170,272
shares
|
$8.88 Million
0.01% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
147,816
shares
|
$7.71 Million
1.5% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
118,126
shares
|
$6.16 Million
0.41% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
96,569
shares
|
$5.04 Million
0.03% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
92,187
shares
|
$4.81 Million
0.03% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
89,699
shares
|
$4.68 Million
0.0% of portfolio
|
Q1 2025
Added 92.39%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
88,352
shares
|
$4.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.97%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
80,826
shares
|
$4.21 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
80,008
shares
|
$4.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
69,798
shares
|
$3.64 Million
0.79% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
61,248
shares
|
$3.19 Million
0.0% of portfolio
|
Q1 2025
Added 313.53%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
55,323
shares
|
$2.88 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
54,587
shares
|
$2.85 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
48,772
shares
|
$2.54 Million
0.12% of portfolio
|
Q1 2025
Added 126.53%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
42,296
shares
|
$2.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
40,412
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Added 18.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
40,066
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.31%
|