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

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
Sector ETFs
Industry ETFs

More about RODM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Psi Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Psi Advisors, LLC with notifications on news.