Psi Advisors, LLC Hartford Multifactor Developed Transaction History

Psi Advisors, LLC

$338 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 21, 2023	SELL	$25.8 - $27.29 $1,806 - $1,910	-70 Reduced 49.65%	71 $1,000
Q1 2023 Apr 25, 2023	BUY	$24.92 - $26.74 $3,513 - $3,770	141 New	141 $3,000
Q3 2022 Oct 20, 2022	SELL	$21.66 - $26.01 $5,025 - $6,034	-232 Reduced 21.54%	845 $18,000
Q2 2022 Jul 18, 2022	SELL	$24.89 - $29.35 $18,617 - $21,953	-748 Reduced 40.99%	1,077 $26,000
Q1 2022 Apr 20, 2022	SELL	$27.12 - $30.49 $2,061 - $2,317	-76 Reduced 4.0%	1,825 $53,000
Q3 2021 Nov 12, 2021	SELL	$30.1 - $31.87 $7,555 - $7,999	-251 Reduced 11.66%	1,901 $58,000
Q2 2020 Aug 04, 2020	BUY	$20.95 - $26.59 $45,084 - $57,221	2,152 New	2,152 $21.1 Million
Q1 2020 May 15, 2020	SELL	$19.02 - $29.71 $19,381 - $30,274	-1,019 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$27.21 - $29.7 $27,726 - $30,264	1,019 New	1,019 $29,000

Others Institutions Holding RODM

# of Institutions

114

Shares Held

32.3M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

5.25M
Shares

$154 Million
0.36% of portfolio
Morgan Stanley New York, NY

3.37M
Shares

$99 Million
0.01% of portfolio
Hartford Funds Management CO LLC Wayne, PA

3.27M
Shares

$96 Million
9.25% of portfolio
Bank Of America Corp Charlotte, NC

2.9M
Shares

$85.2 Million
0.01% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

2.15M
Shares

$63.2 Million
1.61% of portfolio

About HARTFORD MULTIFACTOR DEVELOPED

Ticker RODM
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