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 62 institutions that hold shares in the stock, with a total of 6.73 Million shares, which have been reported (via 13F filing form) to have a value of $323 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
34,106
shares
|
$1.64 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
|
$1.51 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
31,072
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2022
Added 4.09%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
21,530
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
21,400
shares
|
$1.03 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
20,370
shares
|
$977,760
0.57% of portfolio
|
Q4 2023
Reduced 5.26%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
20,137
shares
|
$966,576
0.33% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
19,203
shares
|
$921,744
0.01% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,458
shares
|
$885,984
0.0% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
18,057
shares
|
$866,736
0.0% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
17,764
shares
|
$852,672
0.09% of portfolio
|
Q4 2024
Added 11.86%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
14,897
shares
|
$715,056
0.0% of portfolio
|
Q4 2024
Added 126.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
14,811
shares
|
$710,928
0.0% of portfolio
|
Q4 2024
Added 145.78%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
12,160
shares
|
$583,680
0.0% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
9,789
shares
|
$469,872
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
9,447
shares
|
$453,456
0.0% of portfolio
|
Q2 2024
Reduced 6.99%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
9,293
shares
|
$446,064
0.01% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
9,244
shares
|
$443,712
0.0% of portfolio
|
Q4 2024
Added 487.67%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
9,052
shares
|
$434,496
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
6,952
shares
|
$333,696
0.0% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
6,299
shares
|
$302,352
0.13% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
6,233
shares
|
$299,184
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,578
shares
|
$267,744
0.0% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
5,172
shares
|
$248,256
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,923
shares
|
$236,304
0.06% of portfolio
|
Q2 2023
Reduced 16.63%
|