Onyx Bridge Wealth Group LLC Hartford Multifactor Us Equity Transaction History

Onyx Bridge Wealth Group LLC

$639 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	SELL	$36.18 - $42.59 $252,029 - $296,681	-6,966 Closed	0 $0
Q1 2022 May 09, 2022	SELL	$39.7 - $44.08 $12,981 - $14,414	-327 Reduced 4.48%	6,966 $282,000
Q4 2021 Jan 18, 2022	SELL	$39.92 - $44.12 $347,703 - $384,285	-8,710 Reduced 54.43%	7,293 $320,000
Q3 2021 Oct 20, 2021	SELL	$39.82 - $42.17 $4.5 Million - $4.77 Million	-113,076 Reduced 87.6%	16,003 $660,000
Q2 2021 Jul 20, 2021	BUY	$38.14 - $40.23 $605,930 - $639,134	15,887 Added 14.04%	129,079 $5.21 Million
Q1 2021 May 12, 2021	BUY	$34.57 - $37.89 $370,210 - $405,764	10,709 Added 10.45%	113,192 $4.27 Million
Q4 2020 Feb 16, 2021	BUY	$31.05 - $35.14 $3.18 Million - $3.6 Million	102,483 New	102,483 $3.6 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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