Purchases and Sales Made in Q2 2025 in Hartford Multifactor Emerging (ROAM)
This table provides information about the institutional ownership of Hartford Multifactor Emerging (ROAM) during Q2 2025. The information is specifically focused on institutions that hold shares of HARTFORD MULTIFACTOR EMERGING .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
194K+ 79.71% |
$4.05M - $5.12M
|
437K
$12.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.6K+ 5.63% |
$348K - $440K
|
312K
$8.66M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.05KNew |
$168K - $213K
|
8.05K
$223K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.9K+ 25.76% |
$60.7K - $76.7K
|
14.2K
$393K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.95KNew |
$40.7K - $51.4K
|
1.95K
$54K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
783+ 3.25% |
$16.4K - $20.7K
|
24.9K
$690K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
508+ 83.14% |
$10.6K - $13.4K
|
1.12K
$31K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
167New |
$3.49K - $4.41K
|
167
$4.63K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
33+ 2.32% |
$690 - $872
|
1.46K
$40.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-292- 0.92% |
$6.1K - $7.71K
|
31.4K
$872K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-437- 2.41% |
$9.13K - $11.5K
|
17.7K
$490K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-520- 45.98% |
$10.9K - $13.7K
|
611
$16.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-590- 3.86% |
$12.3K - $15.6K
|
14.7K
$407K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.09K- 4.12% |
$22.7K - $28.7K
|
25.3K
$701K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.24K- 5.27% |
$26K - $32.8K
|
22.4K
$620K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.15K- 13.39% |
$44.9K - $56.7K
|
13.9K
$385K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.11K- 31.68% |
$169K - $214K
|
17.5K
$485K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.4K- 31.92% |
$321K - $406K
|
32.8K
$909K
|