Cambridge Investment Research Advisors, Inc. Hartford Multifactor Us Equity Transaction History

Cambridge Investment Research Advisors, Inc.

$29.4 Billion
Q3 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 24, 2023	SELL	$40.1 - $42.45 $12,872 - $13,626	-321 Reduced 4.69%	6,530 $262,000
Q2 2023 Jul 13, 2023	SELL	$39.08 - $41.43 $11,684 - $12,387	-299 Reduced 4.18%	6,851 $284,000
Q1 2023 May 11, 2023	BUY	$38.12 - $41.13 $3,811 - $4,113	100 Added 1.42%	7,150 $285,000
Q4 2022 Feb 08, 2023	BUY	$35.56 - $41.01 $3,556 - $4,101	100 Added 1.44%	7,050 $275,000
Q3 2022 Oct 17, 2022	SELL	$35.32 - $41.6 $2,154 - $2,537	-61 Reduced 0.87%	6,950 $0
Q2 2022 Jul 13, 2022	SELL	$36.18 - $42.59 $110,819 - $130,453	-3,063 Reduced 30.41%	7,011 $0
Q1 2022 May 12, 2022	SELL	$39.7 - $44.08 $104,411 - $115,930	-2,630 Reduced 20.7%	10,074 $0
Q4 2021 Feb 03, 2022	SELL	$39.92 - $44.12 $47,145 - $52,105	-1,181 Reduced 8.51%	12,704 $0
Q3 2021 Nov 02, 2021	SELL	$39.82 - $42.17 $75,658 - $80,123	-1,900 Reduced 12.04%	13,885 $0
Q2 2021 Aug 10, 2021	SELL	$38.14 - $40.23 $21,091 - $22,247	-553 Reduced 3.38%	15,785 $0
Q1 2021 May 07, 2021	BUY	$34.57 - $37.89 $88,084 - $96,543	2,548 Added 18.48%	16,338 $0
Q4 2020 Feb 04, 2021	BUY	$31.05 - $35.14 $61,572 - $69,682	1,983 Added 16.8%	13,790 $0
Q3 2020 Oct 29, 2020	SELL	$29.51 - $33.19 $4,160 - $4,679	-141 Reduced 1.18%	11,807 $0
Q2 2020 Jul 27, 2020	BUY	$24.74 - $32.34 $43,022 - $56,239	1,739 Added 17.03%	11,948 $0
Q1 2020 May 08, 2020	BUY	$22.51 - $34.91 $229,804 - $356,396	10,209 New	10,209 $0

Others Institutions Holding ROUS

# of Institutions

Shares Held

7.11M

Call Options Held

Put Options Held

Hartford Funds Management CO LLC Wayne, PA

2.49M
Shares

$129 Million
11.98% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.03M
Shares

$105 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

423K
Shares

$21.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

329K
Shares

$17 Million
0.0% of portfolio
Global Retirement Partners, LLC

202K
Shares

$10.4 Million
0.32% of portfolio

View Full List

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