Ubs Group Ag Hartford Fds Exchange Traded T Transaction History

Ubs Group Ag

$452 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	SELL	$37.5 - $38.66 $45,937 - $47,358	-1,225 Reduced 44.69%	1,516 $57,000
Q4 2022 Feb 08, 2023	BUY	$36.04 - $38.03 $31,138 - $32,857	864 Added 46.03%	2,741 $102,000
Q3 2022 Nov 10, 2022	BUY	$36.42 - $38.88 $68,360 - $72,977	1,877 New	1,877 $68,000
Q3 2021 Nov 15, 2021	SELL	$41.77 - $42.41 $7,560 - $7,676	-181 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$41.63 - $42.26 $7,535 - $7,649	181 New	181 $8,000
Q4 2020 Feb 11, 2021	SELL	$40.95 - $41.87 $1,023 - $1,046	-25 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$41.13 - $42.74 $1,028 - $1,068	25 New	25 $1,000
Q4 2019 Feb 14, 2020	SELL	$41.7 - $42.25 $42,200 - $42,757	-1,012 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$41.52 - $42.47 $42,018 - $42,979	1,012 New	1,012 $42,000

Others Institutions Holding HMOP

# of Institutions

86

Shares Held

10.1M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

1.39M
Shares

$54.1 Million
0.08% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

988K
Shares

$38.5 Million
0.05% of portfolio
Northwestern Mutual Wealth Management CO

956K
Shares

$37.2 Million
0.03% of portfolio
Steward Partners Investment Advisory, LLC

527K
Shares

$20.5 Million
0.2% of portfolio
Bank Of America Corp Charlotte, NC

489K
Shares

$19 Million
0.0% of portfolio

About HARTFORD FDS EXCHANGE TRADED T

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