Purchases and Sales Made in Q4 2023 in Hartford Fds Exchange Traded T (HMOP)
This table provides information about the institutional ownership of Hartford Fds Exchange Traded T (HMOP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
174K+ 11.45% |
$6.31M - $6.8M
|
1.7M
$66M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
68.9K+ 7.61% |
$2.5M - $2.69M
|
974K
$37.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
68.8K+ 85.33% |
$2.49M - $2.69M
|
149K
$5.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
49K+ 59.98% |
$1.78M - $1.92M
|
131K
$5.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
42.6KNew |
$1.54M - $1.66M
|
42.6K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.6K+ 12.15% |
$1.22M - $1.31M
|
310K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.5KNew |
$851K - $917K
|
23.5K
$914K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
18.2K+ 12.59% |
$659K - $710K
|
163K
$6.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.4K+ 43.1% |
$558K - $601K
|
51.1K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.6K+ 32.38% |
$492K - $530K
|
55.5K
$2.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
12.9K+ 36.23% |
$469K - $506K
|
48.7K
$1.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
11.7K+ 4.01% |
$423K - $456K
|
302K
$11.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
11.3K+ 69.99% |
$411K - $443K
|
27.5K
$1.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.6K+ 28.72% |
$385K - $415K
|
47.6K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.14K+ 17.72% |
$295K - $318K
|
54.1K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
7.87K+ 6.36% |
$285K - $308K
|
132K
$5.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
7.53K+ 1.85% |
$273K - $294K
|
415K
$16.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.18K+ 27.5% |
$260K - $280K
|
33.3K
$1.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.5KNew |
$236K - $254K
|
6.5K
$253K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.27K+ 13.38% |
$118K - $128K
|
27.7K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.91K+ 3.55% |
$69.1K - $74.5K
|
55.7K
$2.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.57KNew |
$57K - $61.4K
|
1.57K
$61.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.29K+ 3.16% |
$46.8K - $50.4K
|
42.2K
$1.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
1.17K+ 7.65% |
$42.3K - $45.6K
|
16.4K
$639K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
886+ 4.26% |
$32.1K - $34.6K
|
21.7K
$844K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
810+ 4.39% |
$29.4K - $31.6K
|
19.3K
$750K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
749New |
$27.1K - $29.3K
|
749
$29.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
747+ 12.36% |
$27.1K - $29.2K
|
6.79K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
457+ 5.36% |
$16.6K - $17.9K
|
8.98K
$350K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
80New |
$2.9K - $3.13K
|
80
$3.12K
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
67+ 0.4% |
$2.43K - $2.62K
|
16.9K
$660K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44+ 0.8% |
$1.59K - $1.72K
|
5.54K
$216K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
41+ 0.72% |
$1.49K - $1.6K
|
5.74K
$223K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
38+ 0.36% |
$1.38K - $1.48K
|
10.5K
$410K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13+ 0.09% |
$471 - $508
|
14.1K
$550K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$36.2 - $39.1
|
1
$38.9
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-196- 99.49% |
$7.1K - $7.66K
|
1
$38.9
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-207- 0.66% |
$7.5K - $8.09K
|
30.9K
$1.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.14K- 30.51% |
$41.5K - $44.7K
|
2.61K
$101K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.34K- 1.37% |
$48.4K - $52.2K
|
96.3K
$3.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.83K- 13.49% |
$66.1K - $71.3K
|
11.7K
$456K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.11K- 1.47% |
$76.3K - $82.2K
|
141K
$5.48M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.67K- 17.51% |
$96.8K - $104K
|
12.6K
$490K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.31K- 10.23% |
$120K - $129K
|
29.1K
$1.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
SELL
|
- |
-4K- 5.48% |
$145K - $156K
|
69K
$2.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-4.06K- 17.75% |
$147K - $159K
|
18.8K
$732K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-4.7K- 30.92% |
$170K - $184K
|
10.5K
$409K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.07K- 26.81% |
$184K - $198K
|
13.8K
$539K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.78K- 29.46% |
$209K - $226K
|
13.8K
$539K
|