Mutual Advisors, LLC Hartford Multifactor Us Equity Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 12, 2023	BUY	$35.56 - $41.01 $985,154 - $1.14 Million	27,704 Added 48.48%	84,850 $0
Q3 2022 Nov 03, 2022	SELL	$35.32 - $41.6 $636,996 - $750,256	-18,035 Reduced 23.99%	57,146 $2.02 Million
Q2 2022 Aug 15, 2022	BUY	$36.18 - $42.59 $1.62 Million - $1.91 Million	44,847 Added 147.84%	75,181 $2.82 Million
Q1 2022 May 09, 2022	SELL	$39.7 - $44.08 $142,205 - $157,894	-3,582 Reduced 10.56%	30,334 $1.28 Million
Q4 2021 Feb 14, 2022	BUY	$39.92 - $44.12 $983,349 - $1.09 Million	24,633 Added 265.36%	33,916 $1.49 Million
Q3 2021 Nov 15, 2021	SELL	$39.82 - $42.17 $10.4 Million - $11 Million	-261,915 Reduced 96.58%	9,283 $370,000
Q2 2021 Aug 12, 2021	BUY	$38.14 - $40.23 $8.45 Million - $8.92 Million	221,644 Added 447.28%	271,198 $10.9 Million
Q1 2021 May 13, 2021	BUY	$34.57 - $37.89 $1.71 Million - $1.88 Million	49,554 New	49,554 $1.87 Million

Others Institutions Holding ROUS

# of Institutions

53

Shares Held

7.11M

Call Options Held

0

Put Options Held

0

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

About HARTFORD MULTIFACTOR US EQUITY

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