Purchases and Sales Made in Q3 2023 in Hartford Fds Exchange Traded T (HMOP)
This table provides information about the institutional ownership of Hartford Fds Exchange Traded T (HMOP) during Q3 2023. The information is specifically focused on institutions that hold shares of HARTFORD FDS EXCHANGE TRADED T.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
99.3K+ 12.32% |
$3.65M - $3.81M
|
905K
$35M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
94.1K+ 14.06% |
$3.46M - $3.61M
|
763K
$29.5M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
50.5K+ 12.96% |
$1.85M - $1.93M
|
440K
$17M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.4K+ 2.38% |
$1.3M - $1.36M
|
1.52M
$58.8M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35K+ 38.89% |
$1.28M - $1.34M
|
125K
$4.83M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.2KNew |
$925K - $966K
|
25.2K
$974K
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
25.1K+ 23.64% |
$921K - $961K
|
131K
$5.07M
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
22.9K+ 18.88% |
$842K - $879K
|
144K
$5.58M
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
22.7K+ 6.07% |
$836K - $872K
|
398K
$15.4M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
19.6KNew |
$720K - $752K
|
19.6K
$758K
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
18.4KNew |
$677K - $707K
|
18.4K
$713K
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
15.2KNew |
$560K - $585K
|
15.2K
$590K
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
13.5K+ 20.04% |
$494K - $516K
|
80.6K
$3.12M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.73K+ 2.02% |
$358K - $373K
|
492K
$19M
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
9.62K+ 64.97% |
$353K - $369K
|
24.4K
$945K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.32K+ 19.77% |
$342K - $358K
|
56.5K
$2.18M
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.53KNew |
$313K - $327K
|
8.53K
$330K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.05K+ 7.3% |
$295K - $309K
|
118K
$4.57M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.49K+ 16.19% |
$275K - $287K
|
53.7K
$2.08M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
7.36KNew |
$270K - $282K
|
7.36K
$285K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.05KNew |
$222K - $232K
|
6.05K
$234K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.71KNew |
$210K - $219K
|
5.71K
$221K
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.7KNew |
$209K - $218K
|
5.7K
$220K
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.56K+ 6.04% |
$204K - $213K
|
97.6K
$3.78M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.49KNew |
$202K - $211K
|
5.49K
$213K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
4.71K+ 1.17% |
$173K - $181K
|
408K
$15.8M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.48K+ 10.79% |
$164K - $172K
|
46K
$1.78M
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
4.43K+ 3.71% |
$163K - $170K
|
124K
$4.79M
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
3.66K+ 4.7% |
$134K - $140K
|
81.5K
$3.15M
|
|
Oct 10, 2023
Q3 2023
|
Strid Group, LLC
|
BUY
|
- |
3.1K+ 4.43% |
$114K - $119K
|
73K
$2.83M
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.82K+ 6.2% |
$66.8K - $69.8K
|
31.1K
$1.2M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.56K+ 12.45% |
$57.3K - $59.9K
|
14.1K
$546K
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
742+ 0.26% |
$27.3K - $28.5K
|
291K
$11.2M
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
716+ 4.43% |
$26.3K - $27.5K
|
16.9K
$653K
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
649+ 6.6% |
$23.8K - $24.9K
|
10.5K
$406K
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
627+ 4.03% |
$23K - $24K
|
16.2K
$627K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
389+ 11.58% |
$14.3K - $14.9K
|
3.75K
$145K
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
200+ 0.97% |
$7.35K - $7.67K
|
20.8K
$804K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19- 0.03% |
$698 - $729
|
55.8K
$2.16M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-99- 0.24% |
$3.64K - $3.8K
|
40.9K
$1.58M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-169- 0.12% |
$6.21K - $6.48K
|
143K
$5.52M
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-391- 1.92% |
$14.4K - $15K
|
19.9K
$771K
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-391- 1.92% |
$14.4K - $15K
|
19.9K
$771K
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-450- 0.22% |
$16.5K - $17.3K
|
209K
$8.08M
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-563- 4.0% |
$20.7K - $21.6K
|
13.5K
$523K
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-955- 0.75% |
$35.1K - $36.6K
|
126K
$4.86M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-981- 13.99% |
$36K - $37.6K
|
6.03K
$233K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-981- 13.99% |
$36K - $37.6K
|
6.03K
$233K
|