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

1.08M

Call Options Held

Put Options Held

Stratos Wealth Partners, Ltd.

229K
Shares

$5.61 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

187K
Shares

$4.57 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

94.5K
Shares

$2.31 Million
0.0% of portfolio
Flow Traders U.S. LLC New York, NY

80.2K
Shares

$1.96 Million
0.1% of portfolio
Scarborough Advisors, LLC Annapolis, MD

65K
Shares

$1.59 Million
0.27% of portfolio

View Full List

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