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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.65K+ 11.15% |
$46.4K - $52.2K
|
16.5K
$533K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.62K- 9.2% |
$130K - $146K
|
45.6K
$1.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
605+ 0.3% |
$17K - $19.1K
|
199K
$6.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.9K- 3.4% |
$53.2K - $59.8K
|
53.9K
$1.75M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.88K+ 3.16% |
$80.8K - $90.9K
|
93.9K
$3.04M
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.56K+ 0.95% |
$214K - $230K
|
805K
$26M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-18.5K- 29.22% |
$525K - $563K
|
44.8K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.1K- 50.25% |
$314K - $337K
|
11K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-181K- 6.25% |
$5.14M - $5.51M
|
2.72M
$88M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-29.5K- 38.39% |
$837K - $898K
|
47.4K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
17.1K+ 3.86% |
$486K - $522K
|
462K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.33K+ 1.38% |
$94.3K - $101K
|
244K
$7.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.28K+ 5.14% |
$235K - $252K
|
170K
$5.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.83K+ 3.76% |
$80.2K - $86K
|
78K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26.6K+ 5.63% |
$756K - $810K
|
500K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.9K+ 120.49% |
$1.07M - $1.15M
|
69.3K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.93K- 14.96% |
$83.2K - $89.2K
|
16.7K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-43.1K- 84.75% |
$1.22M - $1.31M
|
7.76K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
151+ 1.22% |
$4.28K - $4.59K
|
12.5K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-4.59K- 58.08% |
$130K - $140K
|
3.32K
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-61.4K- 1.82% |
$1.74M - $1.87M
|
3.31M
$107M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
96.6KNew |
$2.74M - $2.94M
|
96.6K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
209+ 0.89% |
$5.93K - $6.36K
|
23.8K
$770K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.4K- 2.47% |
$68.1K - $73K
|
94.7K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.4K+ 3.98% |
$1M - $1.08M
|
926K
$30M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.06K- 0.57% |
$30.1K - $32.3K
|
187K
$6.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-738- 7.67% |
$20.9K - $22.4K
|
8.88K
$287K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-980- 92.89% |
$27.8K - $29.8K
|
75
$2.43K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.63K- 15.97% |
$46.3K - $49.6K
|
8.58K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.98K- 2.7% |
$84.6K - $90.7K
|
108K
$3.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.28K- 11.52% |
$150K - $161K
|
40.5K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
157KNew |
$4.46M - $4.78M
|
157K
$5.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2K- 11.54% |
$56.6K - $60.7K
|
15.3K
$495K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2- 0.02% |
$56.7 - $60.8
|
11.8K
$380K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.29K- 4.34% |
$36.5K - $39.1K
|
28.3K
$916K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-330- 1.21% |
$9.36K - $10K
|
27K
$875K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-903- 11.69% |
$25.6K - $27.5K
|
6.82K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
861KNew |
$24.4M - $26.2M
|
861K
$27.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13K+ 26.16% |
$368K - $395K
|
62.6K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
682New |
$19.3K - $20.7K
|
682
$22.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
293New |
$8.31K - $8.91K
|
293
$9.48K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-87K- 4.04% |
$2.47M - $2.65M
|
2.06M
$66.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3.01K- 99.21% |
$85.3K - $91.4K
|
24
$776
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.19KNew |
$33.6K - $36K
|
1.19K
$38.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.62K- 12.66% |
$74.3K - $79.7K
|
18.1K
$585K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-281- 2.47% |
$7.97K - $8.55K
|
11.1K
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.13K- 27.23% |
$60.5K - $64.9K
|
5.7K
$184K
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
6.63KNew |
$181K - $204K
|
6.63K
$214K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.09KNew |
$194K - $218K
|
7.09K
$229K
|
|