Atria Investments LLC Hartford Multifactor Developed Transaction History

Atria Investments LLC

$7.56 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$19.02 - $29.71 $8.57 Million - $13.4 Million	-450,602 Closed	0 $0
Q4 2019 Feb 11, 2020	SELL	$27.21 - $29.7 $15,536 - $16,958	-571 Reduced 0.13%	450,602 $13.2 Million
Q3 2019 Nov 14, 2019	BUY	$27.53 - $27.96 $232,105 - $235,730	8,431 Added 1.9%	451,173 $12.6 Million
Q2 2019 Aug 26, 2019	BUY	N/A	442,742 New	442,742 $11.8 Million
Q2 2019 Aug 09, 2019	SELL	N/A	-349,858 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	180,450 Added 106.52%	349,858 $9.86 Million
Q4 2018 Feb 12, 2019	SELL	N/A	-205,592 Reduced 54.82%	169,408 $4.37 Million
Q3 2018 Oct 09, 2018	SELL	N/A	-13,197 Reduced 3.4%	375,000 $10.9 Million
Q2 2018 Jul 13, 2018	BUY	N/A	388,197 New	388,197 $11 Million

Others Institutions Holding RODM

# of Institutions

112

Shares Held

33.3M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

5.1M
Shares

$151 Million
0.37% of portfolio
Morgan Stanley New York, NY

3.69M
Shares

$109 Million
0.01% of portfolio
Hartford Funds Management CO LLC Wayne, PA

3.35M
Shares

$98.9 Million
8.67% of portfolio
Bank Of America Corp Charlotte, NC

2.85M
Shares

$84.2 Million
0.01% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

2.15M
Shares

$63.6 Million
1.61% of portfolio

About HARTFORD MULTIFACTOR DEVELOPED

Ticker RODM
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