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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.59K- 14.45% |
$186K - $225K
|
39K
$1.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.41K+ 14.63% |
$68K - $82.5K
|
18.9K
$644K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-306- 0.33% |
$8.64K - $10.5K
|
93.6K
$3.19M
|
|
| Q1 2025 | |||||||
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.34K+ 0.89% |
$37.6K - $42.2K
|
151K
$5.16M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
86.2K+ 7257.41% |
$2.42M - $2.72M
|
87.4K
$2.98M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
254New |
$7.13K - $8.02K
|
254
$8.66K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.9K- 0.44% |
$334K - $376K
|
2.71M
$92.3M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-7.88K- 4.22% |
$221K - $249K
|
179K
$6.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-291K- 8.78% |
$8.16M - $9.18M
|
3.02M
$103M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-10.1K- 21.23% |
$282K - $317K
|
37.3K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16K+ 6.54% |
$448K - $504K
|
260K
$8.86M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.5K+ 17.97% |
$855K - $961K
|
200K
$6.82M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13K+ 1.4% |
$365K - $410K
|
939K
$32M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.26K+ 1.33% |
$35.3K - $39.7K
|
95.9K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.8KNew |
$359K - $404K
|
12.8K
$436K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
116K+ 694.95% |
$3.25M - $3.66M
|
133K
$4.52M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.95K+ 25.16% |
$54.8K - $61.6K
|
9.71K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
64.5KNew |
$1.81M - $2.04M
|
64.5K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
148K+ 189.47% |
$4.15M - $4.66M
|
226K
$7.69M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-450- 1.89% |
$12.6K - $14.2K
|
23.3K
$796K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.26K- 8.23% |
$35.4K - $39.8K
|
14K
$479K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-76- 2.29% |
$2.13K - $2.4K
|
3.24K
$110K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.46K+ 2.11% |
$41.1K - $46.2K
|
70.8K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-112K- 13.89% |
$3.14M - $3.53M
|
693K
$23.6M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.6K- 3.31% |
$465K - $523K
|
483K
$16.5M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.37K- 3.37% |
$38.4K - $43.1K
|
39.2K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.7K- 10.49% |
$132K - $148K
|
40.1K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-535- 7.84% |
$15K - $16.9K
|
6.29K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-148K- 17.18% |
$4.15M - $4.67M
|
713K
$24.3M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-8.79K- 9.1% |
$247K - $277K
|
87.8K
$2.99M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.4K+ 3.33% |
$431K - $485K
|
477K
$16.3M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-133K- 6.43% |
$3.72M - $4.19M
|
1.93M
$65.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
502+ 5.65% |
$14.1K - $15.8K
|
9.38K
$320K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-3.14K- 2.92% |
$88.2K - $99.1K
|
104K
$3.56M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.03K- 7.16% |
$56.9K - $64K
|
26.3K
$896K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.3K- 49.8% |
$653K - $734K
|
23.5K
$800K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-529- 2.85% |
$14.8K - $16.7K
|
18K
$614K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.05K- 9.04% |
$170K - $191K
|
60.9K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-897- 11.26% |
$25.2K - $28.3K
|
7.07K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10+ 3.24% |
$281 - $316
|
319
$10.9K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.63KNew |
$45.9K - $51.6K
|
1.63K
$55.7K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.01K- 22.93% |
$28.4K - $31.9K
|
3.4K
$116K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.36K- 0.07% |
$38.3K - $43K
|
2.05M
$69.9M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-506- 3.21% |
$14.2K - $16K
|
15.2K
$519K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-6.15K- 3.62% |
$173K - $194K
|
164K
$5.58M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
15.8K+ 7.99% |
$443K - $498K
|
213K
$7.27M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23K- 2.9% |
$646K - $726K
|
770K
$26.2M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-328- 8.66% |
$9.21K - $10.4K
|
3.46K
$118K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
82.3K+ 9.5% |
$2.31M - $2.6M
|
949K
$32.3M
|
|