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 24 institutions that hold shares in the stock, with a total of 1.06 Million shares, which have been reported (via 13F filing form) to have a value of $25 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
229,441
shares
|
$5.42 Million
0.09% of portfolio
|
Q3 2024
Added 764.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
229,185
shares
|
$5.42 Million
0.0% of portfolio
|
Q3 2024
Added 22.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
97,242
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
86,719
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Added 271.51%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
64,963
shares
|
$1.54 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
53,315
shares
|
$1.26 Million
0.75% of portfolio
|
Q4 2023
Added 0.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
53,127
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
48,950
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
43,625
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2024
Reduced 45.61%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
31,898
shares
|
$754,068
0.05% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
20,922
shares
|
$494,596
0.02% of portfolio
|
Q3 2024
Added 29.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,075
shares
|
$427,293
0.0% of portfolio
|
Q3 2024
Added 36.79%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
18,038
shares
|
$426,418
0.0% of portfolio
|
Q3 2024
Reduced 66.25%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
17,272
shares
|
$408,310
0.03% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
16,230
shares
|
$383,677
0.0% of portfolio
|
Q3 2024
Reduced 82.83%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
11,980
shares
|
$283,207
0.01% of portfolio
|
Q3 2024
Added 21.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
11,521
shares
|
$272,356
0.0% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,427
shares
|
$33,734
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,080
shares
|
$25,531
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
811
shares
|
$19,172
0.0% of portfolio
|
Q2 2024
Reduced 49.91%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
219
shares
|
$5,177
0.0% of portfolio
|
Q3 2024
Reduced 92.48%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
15
shares
|
$354
0.0% of portfolio
|
Q2 2024
Reduced 98.96%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$23
0.0% of portfolio
|
Q3 2024
Reduced 98.18%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|