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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
147K+ 47.24% |
$3.84M - $4.16M
|
459K
$13.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.6KNew |
$746K - $806K
|
28.6K
$841K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
21.9KNew |
$571K - $617K
|
21.9K
$643K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.58K+ 43.36% |
$198K - $214K
|
25.1K
$737K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.58K+ 11.4% |
$93.5K - $101K
|
35K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.51K+ 18.82% |
$39.5K - $42.7K
|
9.56K
$281K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
106+ 0.43% |
$2.76K - $2.99K
|
25K
$734K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.95KNew |
$40.7K - $51.4K
|
1.95K
$57.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
167New |
$3.49K - $4.41K
|
167
$4.91K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
6.47KNew |
$145K - $157K
|
6.47K
$190K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
223+ 1.23% |
$5K - $5.41K
|
18.4K
$541K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.2K+ 10.53% |
$234K - $262K
|
107K
$3.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
379New |
$8.64K - $9.69K
|
379
$11.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
108+ 720.0% |
$2.46K - $2.76K
|
123
$3.61K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
65KNew |
$1.48M - $1.68M
|
65K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.86K+ 36.79% |
$111K - $126K
|
18.1K
$531K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
190+ 0.39% |
$4.32K - $4.92K
|
49K
$1.44M
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.4KNew |
$980K - $1.07M
|
43.4K
$1.28M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.8K+ 89.85% |
$485K - $539K
|
50.2K
$1.48M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
259+ 0.49% |
$5.28K - $5.88K
|
53.3K
$1.57M
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
11+ 1.66% |
$224 - $240
|
675
$19.8K
|
|
| Q1 2023 | |||||||
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.08KNew |
$21.1K - $22.9K
|
1.08K
$31.7K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
85New |
$1.66K - $1.8K
|
85
$2.5K
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 1.75% |
$60.2 - $71.7
|
174
$5.11K
|
|