Purchases and Sales Made in Q2 2024 in Hartford Multifactor Us Equity (ROUS)
This table provides information about the institutional ownership of Hartford Multifactor Us Equity (ROUS) during Q2 2024. The information is specifically focused on institutions that hold shares of HARTFORD MULTIFACTOR US EQUITY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
63.2K+ 62.57% |
$2.88M - $3.07M
|
164K
$8.49M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.8K+ 28.76% |
$2.68M - $2.86M
|
263K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.8K+ 28.76% |
$2.68M - $2.86M
|
263K
$13.6M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
56.8KNew |
$2.59M - $2.76M
|
56.8K
$2.94M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.4KNew |
$930K - $991K
|
20.4K
$1.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
8.55K+ 10.73% |
$390K - $415K
|
88.3K
$4.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.23K+ 13.76% |
$193K - $205K
|
35K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.2KNew |
$191K - $204K
|
4.2K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.33K+ 60.9% |
$152K - $162K
|
8.8K
$455K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.26K+ 12.85% |
$149K - $158K
|
28.6K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.17K+ 3.12% |
$98.7K - $105K
|
71.7K
$3.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.16KNew |
$98.6K - $105K
|
2.16K
$112K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.81K+ 2.71% |
$82.3K - $87.7K
|
68.4K
$3.54M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.57KNew |
$71.7K - $76.4K
|
1.57K
$81.3K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
499+ 1.13% |
$22.7K - $24.2K
|
44.5K
$2.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
65+ 0.42% |
$2.96K - $3.16K
|
15.4K
$797K
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
11+ 0.0% |
$501 - $534
|
2.59M
$134M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-85- 1.5% |
$3.87K - $4.13K
|
5.59K
$289K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-124- 0.19% |
$5.65K - $6.02K
|
66.1K
$3.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-210- 1.15% |
$9.57K - $10.2K
|
18K
$930K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-261- 4.45% |
$11.9K - $12.7K
|
5.6K
$290K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-378- 54.39% |
$17.2K - $18.4K
|
317
$16.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-464- 1.97% |
$21.1K - $22.5K
|
23K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-710- 6.99% |
$32.4K - $34.5K
|
9.45K
$489K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-804- 3.77% |
$36.6K - $39.1K
|
20.5K
$1.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-959- 9.04% |
$43.7K - $46.6K
|
9.66K
$499K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.86K- 82.58% |
$84.9K - $90.5K
|
393
$20.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.56K- 5.96% |
$116K - $124K
|
40.3K
$2.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.85K- 28.84% |
$130K - $138K
|
7.03K
$364K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.41K- 4.58% |
$201K - $214K
|
91.9K
$4.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.64K- 2.35% |
$212K - $226K
|
193K
$10M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-5.49K- 19.51% |
$250K - $267K
|
22.6K
$1.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.5K- 6.8% |
$342K - $364K
|
103K
$5.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.52K- 77.07% |
$388K - $414K
|
2.53K
$131K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-46.9K- 17.15% |
$2.14M - $2.28M
|
227K
$11.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-108K- 61.07% |
$4.91M - $5.23M
|
68.6K
$3.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-158K- 57.85% |
$7.22M - $7.69M
|
115K
$5.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-167K- 7.32% |
$7.59M - $8.09M
|
2.11M
$109M
|