Patriot Financial Group Insurance Agency, LLC Hartford Multifactor Emerging Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$21.95 - $24.69 $21,950 - $24,690	-1,000 Reduced 45.45%	1,200 $28,000
Q4 2021 Jan 10, 2022	SELL	$23.85 - $25.15 $184,217 - $194,258	-7,724 Reduced 77.83%	2,200 $53,000
Q2 2021 Jul 30, 2021	BUY	$23.96 - $25.86 $107,820 - $116,370	4,500 Added 82.96%	9,924 $253,000
Q1 2021 Apr 29, 2021	BUY	$23.07 - $24.66 $125,131 - $133,755	5,424 New	5,424 $132,000
Q3 2019 Oct 25, 2019	SELL	$22.04 - $22.88 $2.66 Million - $2.76 Million	-120,608 Closed	0 $0
Q2 2019 Aug 07, 2019	SELL	N/A	-12,409 Reduced 9.33%	120,608 $2.85 Million
Q1 2019 Apr 29, 2019	SELL	N/A	-11,826 Reduced 8.16%	133,017 $3.11 Million
Q4 2018 Feb 04, 2019	BUY	N/A	2,962 Added 2.09%	144,843 $3.2 Million
Q3 2018 Oct 30, 2018	SELL	N/A	-24,985 Reduced 14.97%	141,881 $3.28 Million
Q2 2018 Aug 14, 2018	BUY	N/A	166,866 New	166,866 $3.77 Million

Others Institutions Holding ROAM

# of Institutions

Shares Held

1.06M

Call Options Held

Put Options Held

Stratos Wealth Partners, Ltd.

229K
Shares

$5.3 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

229K
Shares

$5.3 Million
0.0% of portfolio
Sanctuary Advisors, LLC Indianapolis, IN

97.2K
Shares

$2.25 Million
0.01% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

86.7K
Shares

$2 Million
0.0% of portfolio
Scarborough Advisors, LLC Annapolis, MD

65K
Shares

$1.5 Million
0.27% of portfolio

View Full List

About HARTFORD MULTIFACTOR EMERGING

Ticker ROAM
Sector ETFs
Industry ETFs

More about ROAM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account