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 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-7.03KClosed |
$175K - $206K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-13.5KClosed |
$336K - $396K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-423Closed |
$10.5K - $12.4K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.73KClosed |
$92.9K - $110K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-2.08KClosed |
$51.7K - $61K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 3.45% |
$74.7 - $88.1
|
90
$2.56K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
SELL
|
- |
-1.66KClosed |
$41.2K - $48.6K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-485- 4.68% |
$12.1K - $14.2K
|
9.87K
$280K
|
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
SELL
|
- |
-209Closed |
$5.2K - $6.13K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.73KClosed |
$192K - $227K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.52K+ 8.51% |
$37.8K - $44.6K
|
19.4K
$550K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
31+ 0.64% |
$772 - $910
|
4.88K
$138K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
3KNew |
$74.7K - $88.1K
|
3K
$85.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-470Closed |
$11.7K - $13.8K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-9.49KClosed |
$236K - $279K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
108New |
$2.93K - $3.29K
|
108
$3.07K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
30KNew |
$813K - $914K
|
30K
$851K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
31New |
$841 - $945
|
31
$880
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-19.4KClosed |
$526K - $592K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.8KClosed |
$75.9K - $85.4K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-399- 83.65% |
$10.8K - $12.2K
|
78
$2.21K
|
|
|
Apr 28, 2022
Q1 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-41.7KClosed |
$1.13M - $1.27M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-8.13KClosed |
$221K - $248K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.59KClosed |
$43.2K - $48.5K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.56KClosed |
$279K - $297K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.92KClosed |
$114K - $122K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-201Closed |
$5.87K - $6.25K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-14- 56.0% |
$409 - $435
|
11
$312
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-13.5KClosed |
$394K - $419K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-9.41KClosed |
$275K - $292K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-97Closed |
$2.83K - $3.01K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-8.14KClosed |
$238K - $253K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-42.2KClosed |
$1.23M - $1.31M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-141Closed |
$4.24K - $4.49K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-411Closed |
$12.4K - $13.1K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-3.22K- 51.41% |
$96.8K - $102K
|
3.04K
$86.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-8.44KClosed |
$254K - $269K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.66KClosed |
$261K - $276K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.14KClosed |
$34.4K - $36.4K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6.98KClosed |
$210K - $223K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.63KClosed |
$199K - $211K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.25KClosed |
$37.6K - $39.8K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
5.24KNew |
$158K - $167K
|
5.24K
$149K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-122Closed |
$3.67K - $3.89K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.19KClosed |
$95.8K - $102K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
821New |
$24.6K - $26.2K
|
821
$23.3K
|
|
|
Aug 09, 2021
Q2 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-6.83K- 45.83% |
$205K - $218K
|
8.08K
$229K
|
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.17KClosed |
$35K - $37.2K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-725Closed |
$21.8K - $23.1K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-1.64KClosed |
$49.1K - $52.2K
|
0
$0
|
|