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 |
|---|---|---|---|---|---|---|---|
|
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
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
15.8K+ 7.99% |
$443K - $498K
|
213K
$7.27M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-528K- 80.55% |
$14.8M - $16.7M
|
128K
$4.35M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.78K- 2.92% |
$78K - $87.7K
|
92.3K
$3.15M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.31K- 1.36% |
$121K - $136K
|
313K
$10.7M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
470+ 8.05% |
$13.2K - $14.8K
|
6.31K
$215K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.1K- 3.67% |
$761K - $855K
|
710K
$24.2M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-439- 5.28% |
$12.3K - $13.9K
|
7.88K
$268K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-200- 2.41% |
$5.61K - $6.31K
|
8.09K
$276K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-120K- 3.63% |
$3.37M - $3.79M
|
3.2M
$109M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.45K- 8.09% |
$40.7K - $45.8K
|
16.5K
$561K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.38K+ 413.02% |
$66.8K - $75.1K
|
2.96K
$101K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
79.8K+ 1.5% |
$2.24M - $2.52M
|
5.39M
$184M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-156- 0.72% |
$4.38K - $4.92K
|
21.4K
$730K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-21.2K- 20.33% |
$595K - $669K
|
83.1K
$2.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-335K- 80.04% |
$9.39M - $10.6M
|
83.4K
$2.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.9K- 20.64% |
$476K - $535K
|
65.2K
$2.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.51K- 3.5% |
$70.6K - $79.3K
|
69.3K
$2.36M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.44K- 13.78% |
$68.6K - $77.1K
|
15.3K
$521K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
114+ 1.43% |
$3.2K - $3.6K
|
8.08K
$276K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
296New |
$8.31K - $9.34K
|
296
$10.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.6K- 50.0% |
$73K - $82.1K
|
2.6K
$88.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
18.6K+ 4.53% |
$522K - $587K
|
429K
$14.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-693- 2.02% |
$19.5K - $21.9K
|
33.7K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
9K+ 60.0% |
$253K - $284K
|
24K
$818K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
8.28KNew |
$233K - $261K
|
8.28K
$282K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-933- 2.73% |
$26.2K - $29.4K
|
33.3K
$1.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12.4K+ 4.37% |
$349K - $393K
|
297K
$10.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.66K- 0.84% |
$46.7K - $52.5K
|
197K
$6.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.55KNew |
$184K - $207K
|
6.55K
$223K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.5KNew |
$182K - $205K
|
6.5K
$221K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-3.14K- 9.24% |
$88.3K - $99.2K
|
30.9K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-11K- 6.97% |
$308K - $346K
|
146K
$4.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
6.68KNew |
$188K - $211K
|
6.68K
$228K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3.03K- 12.89% |
$84.9K - $95.5K
|
20.5K
$697K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
605+ 0.3% |
$17K - $19.1K
|
199K
$6.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.9K- 3.4% |
$53.2K - $59.8K
|
53.9K
$1.84M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.82K+ 56.97% |
$278K - $299K
|
27.1K
$922K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
151+ 1.22% |
$4.28K - $4.59K
|
12.5K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.1K- 50.25% |
$314K - $337K
|
11K
$374K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-980- 92.89% |
$27.8K - $29.8K
|
75
$2.56K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.63K- 15.97% |
$46.3K - $49.6K
|
8.58K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2- 0.02% |
$56.7 - $60.8
|
11.8K
$401K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
682New |
$19.3K - $20.7K
|
682
$23.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
293New |
$8.31K - $8.91K
|
293
$9.99K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3.01K- 99.21% |
$85.3K - $91.4K
|
24
$818
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.19KNew |
$33.6K - $36K
|
1.19K
$40.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.62K- 12.66% |
$74.3K - $79.7K
|
18.1K
$616K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-281- 2.47% |
$7.97K - $8.55K
|
11.1K
$378K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.13K- 27.23% |
$60.5K - $64.9K
|
5.7K
$194K
|
|