Latest Institutional Transactions on Hartford Multifactor Developed (RODM)
This table provides information on the latest institutional transactions involving Hartford Multifactor Developed (RODM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
861KNew |
$24.4M - $26.2M
|
861K
$25.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-903- 11.69% |
$25.6K - $27.5K
|
6.82K
$203K
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
44.3K+ 1.36% |
$1.26M - $1.35M
|
3.32M
$98.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13K+ 26.16% |
$368K - $395K
|
62.6K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-552- 8.63% |
$15.7K - $16.8K
|
5.84K
$174K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
126+ 28.0% |
$3.57K - $3.83K
|
576
$17.2K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.38K- 11.82% |
$67.4K - $72.3K
|
17.7K
$528K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.55K- 2.39% |
$72.4K - $77.6K
|
104K
$3.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
682New |
$19.3K - $20.7K
|
682
$20.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
140+ 1.71% |
$3.97K - $4.26K
|
8.32K
$248K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-19.6K- 10.35% |
$557K - $597K
|
170K
$5.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
37.7K+ 5.39% |
$1.07M - $1.15M
|
737K
$22M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.09K+ 1.99% |
$31K - $33.2K
|
55.8K
$1.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-7.36K- 25.44% |
$209K - $224K
|
21.6K
$642K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.97KNew |
$226K - $242K
|
7.97K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-87K- 4.04% |
$2.47M - $2.65M
|
2.06M
$61.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
293New |
$8.31K - $8.91K
|
293
$8.73K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3.01K- 99.21% |
$85.3K - $91.4K
|
24
$715
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.81K- 62.81% |
$165K - $177K
|
3.44K
$102K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-351- 4.22% |
$9.95K - $10.7K
|
7.97K
$237K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.19KNew |
$33.6K - $36K
|
1.19K
$35.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.49K+ 0.53% |
$98.9K - $106K
|
656K
$19.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
104K+ 5.32% |
$2.94M - $3.15M
|
2.05M
$61.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-198- 4.97% |
$5.62K - $6.02K
|
3.79K
$113K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.4K+ 1.21% |
$96.5K - $104K
|
285K
$8.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
23.2K+ 5.99% |
$658K - $706K
|
411K
$12.2M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-1.1K- 6.83% |
$31.2K - $33.5K
|
15K
$447K
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-37.5K- 52.45% |
$1.06M - $1.14M
|
34K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.62K- 12.66% |
$74.3K - $79.7K
|
18.1K
$538K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.68K- 6.68% |
$47.7K - $51.1K
|
23.5K
$699K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-16.4K- 7.66% |
$466K - $500K
|
198K
$5.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
796+ 5.33% |
$22.6K - $24.2K
|
15.7K
$469K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-10.1K- 9.95% |
$285K - $306K
|
91K
$2.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
2.51K+ 1.28% |
$71.3K - $76.4K
|
199K
$5.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-39K- 43.72% |
$1.11M - $1.19M
|
50.2K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-281- 2.47% |
$7.97K - $8.55K
|
11.1K
$330K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.5K+ 11.23% |
$42.4K - $45.5K
|
14.8K
$441K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.13K- 27.23% |
$60.5K - $64.9K
|
5.7K
$170K
|
|
| Q3 2024 | |||||||
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-10- 0.94% |
$274 - $308
|
1.06K
$31.4K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25K+ 91.61% |
$685K - $771K
|
52.4K
$1.56M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.09KNew |
$194K - $218K
|
7.09K
$211K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.4K- 5.1% |
$93K - $105K
|
63.3K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.96K- 3.78% |
$80.8K - $91.1K
|
75.1K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.81K- 32.0% |
$131K - $148K
|
10.2K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.21K+ 2.65% |
$170K - $192K
|
241K
$7.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
9.79K+ 9.71% |
$268K - $302K
|
111K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.49K- 8.91% |
$260K - $292K
|
97.1K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
440+ 1.51% |
$12K - $13.6K
|
29.6K
$882K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.03K- 14.6% |
$110K - $124K
|
23.6K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.9K- 3.04% |
$381K - $429K
|
444K
$13.2M
|
|