Focus Financial Network, Inc. Hartford Multifactor Developed Transaction History

Focus Financial Network, Inc.

$2.45 Trillion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jul 24, 2024	SELL	$29.2 - $31.08 $279,093 - $297,062	-9,558 Closed	0 $0
Q3 2021 Jul 24, 2024	SELL	$30.1 - $31.87 $21,912 - $23,201	-728 Reduced 7.08%	9,558 $288 Million
Q2 2021 Jul 24, 2024	SELL	$30.02 - $31.92 $1.44 Million - $1.53 Million	-47,958 Reduced 82.34%	10,286 $316 Million
Q1 2021 Jul 24, 2024	SELL	$28.2 - $30.0 $567,750 - $603,990	-20,133 Reduced 25.69%	58,244 $1.73 Billion
Q4 2020 Jul 24, 2024	SELL	$25.02 - $28.69 $405,023 - $464,433	-16,188 Reduced 17.12%	78,377 $2.22 Billion
Q3 2020 Jul 24, 2024	BUY	$24.62 - $26.61 $1.01 Million - $1.09 Million	41,082 Added 76.81%	94,565 $2.45 Billion
Q2 2020 Jul 24, 2024	BUY	$20.95 - $26.59 $1.12 Million - $1.42 Million	53,483 New	53,483 $1.32 Billion

Others Institutions Holding RODM

# of Institutions

114

Shares Held

33.4M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

5.25M
Shares

$156 Million
0.36% of portfolio
Morgan Stanley New York, NY

3.69M
Shares

$110 Million
0.01% of portfolio
Hartford Funds Management CO LLC Wayne, PA

3.27M
Shares

$97.3 Million
9.25% of portfolio
Bank Of America Corp Charlotte, NC

2.85M
Shares

$84.7 Million
0.01% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

2.15M
Shares

$64 Million
1.61% of portfolio

About HARTFORD MULTIFACTOR DEVELOPED

Ticker RODM
Sector ETFs
Industry ETFs

More about RODM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Focus Financial Network, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Focus Financial Network, Inc. with notifications on news.