Latest Institutional Transactions on Hartford Multifactor Emerging (ROAM)
This table provides information on the latest institutional transactions involving Hartford Multifactor Emerging (ROAM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2020
Q2 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.3KClosed |
$20.7K - $26.6K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.8KClosed |
$213K - $349K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-43Closed |
$620 - $1.01K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-171KClosed |
$2.46M - $4.03M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 08, 2019
Q3 2019
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.15KClosed |
$202K - $209K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-322Closed |
$7.1K - $7.37K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.1KClosed |
N/A
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-15.2KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.96KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 02, 2019
Q1 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-29.3KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Dec 21, 2023
Q1 2018
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|