Northstar Advisory Group, LLC Hartford Multifactor Developed Transaction History

Northstar Advisory Group, LLC

$192 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 20, 2022	SELL	$29.2 - $31.08 $237,658 - $252,960	-8,139 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$30.1 - $31.87 $244,983 - $259,389	8,139 New	8,139 $245,000

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

5.1M
Shares

$152 Million
0.37% of portfolio
Morgan Stanley New York, NY

3.69M
Shares

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

3.35M
Shares

$99.5 Million
8.67% 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
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