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 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.6KClosed |
$408K - $434K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-64.5KClosed |
$1.94M - $2.06M
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15.5KClosed |
$464K - $494K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-4.84KClosed |
$145K - $155K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-152KClosed |
$4.55M - $4.84M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-700Closed |
$21K - $22.3K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
21.4KNew |
$642K - $683K
|
21.4K
$607K
|
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-10.8KClosed |
$323K - $343K
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
SELL
|
- |
-12.2KClosed |
$365K - $389K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-40Closed |
$1.13K - $1.2K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-17.1KClosed |
$484K - $514K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-153KClosed |
$4.31M - $4.58M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-12KClosed |
$338K - $359K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-405KClosed |
$11.4M - $12.2M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-7.99KClosed |
$225K - $240K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-87.1KClosed |
$2.46M - $2.61M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-50KClosed |
$1.41M - $1.5M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6.88KClosed |
$194K - $206K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-8.15KClosed |
$230K - $244K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-64.8KClosed |
$1.83M - $1.94M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Sep 10, 2024
Q4 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-18.5K- 68.43% |
$463K - $531K
|
8.53K
$242K
|
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.2K+ 512.88% |
$29.9K - $34.3K
|
1.43K
$40.5K
|
|
|
Feb 12, 2021
Q4 2020
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9.05KClosed |
$226K - $260K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-39.7KClosed |
$994K - $1.14M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-8.3KClosed |
$208K - $238K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.18KClosed |
$104K - $120K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Emerald Advisors, LLC
|
SELL
|
- |
-163KClosed |
$4.09M - $4.68M
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
SELL
|
- |
-76.9KClosed |
$1.92M - $2.21M
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-5.94KClosed |
$149K - $170K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-360Closed |
$9.01K - $10.3K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-19.4KClosed |
$486K - $557K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-32.7KClosed |
$819K - $939K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-114KClosed |
$2.86M - $3.28M
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-9.02KClosed |
$226K - $259K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Aug 13, 2024
Q3 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-35Closed |
$862 - $931
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8.58KClosed |
$211K - $228K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-92Closed |
$2.27K - $2.45K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-97.5KClosed |
$2.4M - $2.59M
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-286Closed |
$7.04K - $7.61K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-10KClosed |
$247K - $267K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-14.2KClosed |
$349K - $378K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
City Holding CO
|
SELL
|
- |
-430Closed |
$10.6K - $11.4K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-384Closed |
$8.04K - $10.2K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-230Closed |
$4.82K - $6.12K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-6.81KClosed |
$143K - $181K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-77.7KClosed |
$1.63M - $2.07M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-174Closed |
$3.65K - $4.63K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1KClosed |
$21K - $26.6K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-98Closed |
$2.05K - $2.61K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 18, 2020
Q1 2020
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-552KClosed |
$10.5M - $16.4M
|
0
$0
|
|