Essex Savings Bank Hartford Multifactor Us Equity Transaction History

Essex Savings Bank

$398 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 30, 2019	SELL	$31.97 - $32.45 $114,868 - $116,592	-3,593 Closed	0 $0
Q2 2019 Aug 09, 2019	BUY	N/A	3,593 New	3,593 $114,000

Others Institutions Holding ROUS

# of Institutions

52

Shares Held

7.05M

Call Options Held

0

Put Options Held

0

Hartford Funds Management CO LLC Wayne, PA

2.49M
Shares

$134 Million
11.98% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.03M
Shares

$110 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

423K
Shares

$22.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

329K
Shares

$17.7 Million
0.0% of portfolio
Global Retirement Partners, LLC

202K
Shares

$10.8 Million
0.32% of portfolio

About HARTFORD MULTIFACTOR US EQUITY

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