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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49.8KNew |
$1.41M - $1.7M
|
49.8K
$1.73M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 3.48% |
$2.97M - $3.6M
|
3.12M
$108M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.61K- 27.77% |
$73.5K - $89.1K
|
6.78K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-122K- 54.23% |
$3.45M - $4.19M
|
103K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.92K+ 4.89% |
$54.1K - $65.5K
|
41.1K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-54.1K- 35.8% |
$1.53M - $1.85M
|
97.1K
$3.37M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.86K- 7.15% |
$194K - $235K
|
89.1K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-9.77K- 5.46% |
$276K - $334K
|
169K
$5.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-11.4K- 2.38% |
$320K - $388K
|
466K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
136KNew |
$3.85M - $4.67M
|
136K
$4.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-40.2K- 1.48% |
$1.13M - $1.38M
|
2.67M
$92.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5+ 1.57% |
$141 - $171
|
324
$11.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.1K- 2.92% |
$398K - $482K
|
469K
$16.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-5.63K- 16.91% |
$159K - $192K
|
27.6K
$958K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-152K- 21.35% |
$4.3M - $5.21M
|
561K
$19.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
114New |
$3.22K - $3.9K
|
114
$3.95K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29K+ 3.08% |
$818K - $991K
|
968K
$33.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-50.3K- 25.13% |
$1.42M - $1.72M
|
150K
$5.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.25K- 23.2% |
$63.6K - $77.1K
|
7.46K
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.22K+ 37.19% |
$147K - $179K
|
19.3K
$668K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.59K+ 2.92% |
$214K - $260K
|
267K
$9.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
49K+ 56.07% |
$1.38M - $1.68M
|
136K
$4.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.49M- 27.64% |
$42M - $50.9M
|
3.9M
$135M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-11.9K- 8.15% |
$336K - $408K
|
134K
$4.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.29K- 13.29% |
$64.6K - $78.4K
|
14.9K
$518K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-15.3K- 2.2% |
$431K - $522K
|
678K
$23.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
139K+ 214.89% |
$3.91M - $4.74M
|
203K
$7.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-119- 3.67% |
$3.36K - $4.07K
|
3.12K
$108K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
102+ 2.64% |
$2.88K - $3.49K
|
3.96K
$137K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.3K+ 3.48% |
$292K - $354K
|
308K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-179- 2.85% |
$5.05K - $6.13K
|
6.11K
$212K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-835- 2.08% |
$23.6K - $28.6K
|
39.3K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.1K- 2.48% |
$540K - $654K
|
751K
$26M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
677+ 8.38% |
$19.1K - $23.2K
|
8.76K
$304K
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
76.7K+ 8.08% |
$2.16M - $2.62M
|
1.03M
$35.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-2.16K- 12.0% |
$61K - $73.9K
|
15.8K
$549K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.07K- 1.14% |
$228K - $276K
|
702K
$24.3M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-824- 3.13% |
$23.3K - $28.2K
|
25.5K
$883K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
724New |
$20.4K - $24.8K
|
724
$25.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-38.5K- 1.99% |
$1.09M - $1.32M
|
1.89M
$65.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 0.07% |
$311 - $376
|
16.5K
$571K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.97K- 0.63% |
$55.6K - $67.4K
|
311K
$10.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
465+ 0.5% |
$13.1K - $15.9K
|
92.7K
$3.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-698- 2.99% |
$19.7K - $23.9K
|
22.6K
$785K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
364+ 1.7% |
$10.3K - $12.5K
|
21.8K
$755K
|
|
|
Aug 07, 2025
Q2 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
896+ 0.03% |
$25.3K - $30.7K
|
3.2M
$111M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.27K- 1.84% |
$36K - $43.6K
|
68.1K
$2.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
22.7K+ 10.65% |
$641K - $777K
|
236K
$8.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.99KNew |
$197K - $239K
|
6.99K
$242K
|