Purchases and Sales Made in Q4 2022 in Hartford Multifactor Us Equity (ROUS)
This table provides information about the institutional ownership of Hartford Multifactor Us Equity (ROUS) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q4 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.12M+ 59.8% |
$39.7M - $45.8M
|
2.99M
$155M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
319K+ 624.96% |
$11.4M - $13.1M
|
370K
$19.2M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
172K+ 6.14% |
$6.12M - $7.06M
|
2.98M
$154M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
75.8K+ 1047.4% |
$2.7M - $3.11M
|
83K
$4.3M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
65.7K+ 67.84% |
$2.34M - $2.69M
|
163K
$8.41M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
41.1KNew |
$1.46M - $1.69M
|
41.1K
$2.13M
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
31K+ 792.61% |
$1.1M - $1.27M
|
34.9K
$1.8M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.3KNew |
$1.04M - $1.2M
|
29.3K
$1.52M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
27.7K+ 48.48% |
$985K - $1.14M
|
84.9K
$4.39M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.8KNew |
$809K - $933K
|
22.8K
$1.18M
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
22.1KNew |
$787K - $907K
|
22.1K
$1.14M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
21.8K+ 34.21% |
$777K - $896K
|
85.7K
$4.43M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.3K+ 3.46% |
$616K - $710K
|
517K
$26.8M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.65K+ 9.89% |
$236K - $273K
|
73.9K
$3.82M
|
|
Aug 14, 2023
Q4 2022
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
5.75KNew |
$204K - $236K
|
5.75K
$297K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.01KNew |
$178K - $205K
|
5.01K
$259K
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.96K+ 46.29% |
$69.6K - $80.3K
|
6.19K
$320K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.93KNew |
$68.6K - $79.1K
|
1.93K
$99.8K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.91K+ 31.21% |
$67.7K - $78.1K
|
8.01K
$414K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.04K+ 1.27% |
$37.1K - $42.8K
|
83K
$4.3M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
131New |
$4.66K - $5.37K
|
131
$6.78K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
125+ 0.43% |
$4.45K - $5.13K
|
29.3K
$1.51M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
100+ 1.44% |
$3.56K - $4.1K
|
7.05K
$365K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38+ 0.2% |
$1.35K - $1.56K
|
18.9K
$978K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-155- 4.01% |
$5.51K - $6.36K
|
3.71K
$192K
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-240- 3.91% |
$8.53K - $9.84K
|
5.89K
$305K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-643- 41.78% |
$22.9K - $26.4K
|
896
$46.4K
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-737- 10.08% |
$26.2K - $30.2K
|
6.57K
$340K
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-1.17K- 5.23% |
$41.6K - $47.9K
|
21.2K
$1.1M
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.2K- 10.38% |
$42.7K - $49.3K
|
10.4K
$537K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.22K- 34.53% |
$43.4K - $50K
|
2.31K
$120K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.2K- 25.65% |
$78.1K - $90.1K
|
6.37K
$329K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.98K- 1.26% |
$106K - $122K
|
233K
$12.1M
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
SELL
|
- |
-5.43K- 19.32% |
$193K - $223K
|
22.7K
$1.17M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-5.76K- 94.57% |
$205K - $236K
|
331
$17.1K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.82K- 2.27% |
$207K - $239K
|
250K
$12.9M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.1K- 11.54% |
$360K - $415K
|
77.6K
$4.01M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.7K- 39.78% |
$453K - $523K
|
19.3K
$998K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.9K- 10.24% |
$1.1M - $1.27M
|
271K
$14M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-45.8K- 48.87% |
$1.63M - $1.88M
|
47.9K
$2.48M
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-152K- 27.76% |
$5.4M - $6.23M
|
395K
$20.4M
|