Institutional Ownership Hartford Multifactor Emerging (ROAM)
This table provides information about the institutional ownership of Hartford Multifactor Emerging (ROAM). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 687,189 shares, which have been reported (via 13F filing form) to have a value of $16.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
96,752
shares
|
$2.34 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
93,717
shares
|
$2.27 Million
0.12% of portfolio
|
Q1 2024
Added 529.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
79,627
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2024
Added 19.68%
|
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
73,160
shares
|
$1.77 Million
0.04% of portfolio
|
Q1 2024
Added 48.56%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
53,669
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2023
Reduced 3.16%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
53,315
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2023
Added 0.49%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
53,315
shares
|
$1.29 Million
0.75% of portfolio
|
Q4 2023
Added 0.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
35,155
shares
|
$850,751
0.0% of portfolio
|
Q1 2024
Added 152.66%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
33,440
shares
|
$809,248
0.05% of portfolio
|
Q1 2024
Added 259.69%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
May 15, 2024 Q1 2024 |
31,432
shares
|
$760,654
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
15,070
shares
|
$364,694
0.0% of portfolio
|
Q1 2024
Reduced 80.77%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2024 Q1 2024 |
13,846
shares
|
$335,073
0.01% of portfolio
|
Q2 2023
Reduced 0.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
13,819
shares
|
$334,419
0.0% of portfolio
|
Q1 2024
Added 14.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
13,000
shares
|
$314,600
0.0% of portfolio
|
Q4 2023
Reduced 5.8%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
12,495
shares
|
$302,379
0.01% of portfolio
|
Q1 2024
Added 16.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
11,112
shares
|
$268,910
0.0% of portfolio
|
Q1 2024
Reduced 0.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,619
shares
|
$39,179
0.0% of portfolio
|
Q1 2024
Added 1.25%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 23, 2024 Q1 2024 |
1,442
shares
|
$34,896
0.01% of portfolio
|
Q1 2024
Reduced 98.06%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
1,080
shares
|
$26,136
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
124
shares
|
$3,000
0.0% of portfolio
|
Q1 2024
Reduced 44.64%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|