Latest Institutional Purchases of Hartford Multifactor Emerging (ROAM)
This list provides information on the latest institutional transactions involving Hartford Multifactor Emerging (ROAM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
101KNew |
$2.3M - $2.58M
|
101K
$2.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.1K+ 29.29% |
$1.53M - $1.72M
|
296K
$7.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.5KNew |
$718K - $805K
|
31.5K
$751K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
30KNew |
$684K - $767K
|
30K
$715K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.2KNew |
$484K - $542K
|
21.2K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.2KNew |
$483K - $542K
|
21.2K
$505K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.6K+ 5.07% |
$265K - $297K
|
241K
$5.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.2K+ 10.53% |
$234K - $262K
|
107K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.06K+ 17.15% |
$46.9K - $52.5K
|
14K
$335K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.57K+ 7.51% |
$35.8K - $40.2K
|
22.5K
$536K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
923+ 5.34% |
$21.1K - $23.6K
|
18.2K
$434K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
450+ 2.77% |
$10.3K - $11.5K
|
16.7K
$398K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
379New |
$8.64K - $9.69K
|
379
$9.04K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
108+ 720.0% |
$2.46K - $2.76K
|
123
$2.93K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
74+ 0.41% |
$1.69K - $1.89K
|
18.1K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
65KNew |
$1.48M - $1.68M
|
65K
$1.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.86K+ 36.79% |
$111K - $126K
|
18.1K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
190+ 0.39% |
$4.32K - $4.92K
|
49K
$1.17M
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.4KNew |
$980K - $1.07M
|
43.4K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2New |
$45.2 - $49.1
|
2
$47.7
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.8K+ 89.85% |
$485K - $539K
|
50.2K
$1.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
259+ 0.49% |
$5.28K - $5.88K
|
53.3K
$1.27M
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
11+ 1.66% |
$224 - $240
|
675
$16.1K
|
|
| Q1 2023 | |||||||
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.08KNew |
$21.1K - $22.9K
|
1.08K
$25.7K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
85New |
$1.66K - $1.8K
|
85
$2.03K
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 1.75% |
$60.2 - $71.7
|
174
$4.15K
|
|