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 48 institutions that hold shares in the stock, with a total of 7.05 Million shares, which have been reported (via 13F filing form) to have a value of $339 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hartford Funds Management CO LLC
Wayne, PA |
May 03, 2024 Q1 2024 |
2,591,583
shares
|
$125 Million
11.85% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
2,274,604
shares
|
$109 Million
0.03% of portfolio
|
Q1 2024
Reduced 3.82%
|
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
273,677
shares
|
$13.2 Million
0.12% of portfolio
|
Q1 2024
Reduced 43.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
273,654
shares
|
$13.2 Million
0.01% of portfolio
|
Q1 2024
Added 13.28%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
204,374
shares
|
$9.83 Million
0.0% of portfolio
|
Q1 2024
Added 64.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
197,986
shares
|
$9.52 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.49%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 12, 2024 Q1 2024 |
176,339
shares
|
$8.48 Million
1.93% of portfolio
|
Q1 2024
Reduced 6.65%
|
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
110,260
shares
|
$5.3 Million
0.2% of portfolio
|
Q1 2024
Added 17916.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
100,929
shares
|
$4.85 Million
0.01% of portfolio
|
Q1 2024
Added 45.94%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
96,281
shares
|
$4.63 Million
0.0% of portfolio
|
Q1 2024
Added 13.86%
|
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
79,708
shares
|
$3.83 Million
0.3% of portfolio
|
Q1 2024
Added 30.71%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
69,505
shares
|
$3.34 Million
0.01% of portfolio
|
Q1 2024
Added 91.25%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
66,609
shares
|
$3.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2024 Q1 2024 |
66,252
shares
|
$3.19 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
43,986
shares
|
$2.12 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
42,870
shares
|
$2.06 Million
0.01% of portfolio
|
Q1 2024
Added 0.29%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
31,072
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2022
Added 4.09%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
30,753
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2024
Added 24.56%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 23, 2024 Q1 2024 |
28,135
shares
|
$1.35 Million
0.53% of portfolio
|
Q1 2024
Reduced 86.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
25,364
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
23,510
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
|
First Premier Bank
|
Apr 12, 2024 Q1 2024 |
21,560
shares
|
$1.04 Million
0.27% of portfolio
|
Q3 2022
Reduced 10.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
21,334
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.91%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
20,370
shares
|
$979,797
0.57% of portfolio
|
Q4 2023
Reduced 5.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
19,939
shares
|
$959,065
0.01% of portfolio
|
Q4 2023
New holding
|
|