Latest Institutional Purchases of Hartford Multifactor Developed (RODM)
This list provides information on the latest institutional transactions involving Hartford Multifactor Developed (RODM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20.5K+ 244.95% |
$543K - $575K
|
28.9K
$872K
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
20KNew |
$530K - $561K
|
20K
$604K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.4KNew |
$328K - $347K
|
12.4K
$374K
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
11.9KNew |
$316K - $334K
|
11.9K
$360K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.4K+ 2.83% |
$89.9K - $95.2K
|
123K
$3.72M
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
770New |
$20.4K - $21.6K
|
770
$23.2K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
640+ 121.9% |
$16.9K - $17.9K
|
1.17K
$35.2K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
380New |
$10.1K - $10.7K
|
380
$11.5K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
207New |
$5.48K - $5.8K
|
207
$6.25K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
142New |
$3.76K - $3.98K
|
142
$4.29K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
17New |
$450 - $477
|
17
$513
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$26.5 - $28
|
1
$30.2
|
|
Q4 2023 | |||||||
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
32.4K+ 3.74% |
$790K - $894K
|
899K
$27.2M
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
8.66KNew |
$211K - $239K
|
8.66K
$261K
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
7.55KNew |
$184K - $208K
|
7.55K
$228K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
820+ 625.95% |
$20K - $22.6K
|
951
$28.7K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
433New |
$10.6K - $12K
|
433
$13.1K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
360New |
$8.78K - $9.94K
|
360
$10.9K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
116New |
$2.83K - $3.2K
|
116
$3.5K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.77KNew |
$223K - $239K
|
8.77K
$265K
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
8.77KNew |
$223K - $239K
|
8.77K
$265K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
143New |
$3.65K - $3.89K
|
143
$4.32K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
61New |
$1.55K - $1.66K
|
61
$1.84K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.7KNew |
$250K - $265K
|
9.7K
$293K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
543New |
$14K - $14.8K
|
543
$16.4K
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
478+ 2.35% |
$12.3K - $13K
|
20.8K
$629K
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
451New |
$11.6K - $12.3K
|
451
$13.6K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
410New |
$10.6K - $11.2K
|
410
$12.4K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
162New |
$4.18K - $4.42K
|
162
$4.89K
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1+ 0.01% |
$25.8 - $27.3
|
7.66K
$231K
|
|
Q1 2023 | |||||||
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.4KNew |
$683K - $733K
|
27.4K
$827K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.66KNew |
$241K - $258K
|
9.66K
$292K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.59KNew |
$239K - $256K
|
9.59K
$289K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.38KNew |
$59.3K - $63.7K
|
2.38K
$71.9K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.28KNew |
$56.8K - $61K
|
2.28K
$68.8K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.41KNew |
$35.1K - $37.6K
|
1.41K
$42.5K
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
939New |
$23.4K - $25.1K
|
939
$28.3K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
318+ 23.01% |
$7.92K - $8.5K
|
1.7K
$51.3K
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
318K+ 5.03% |
$6.85M - $8.15M
|
6.65M
$201M
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.1KNew |
$368K - $437K
|
17.1K
$516K
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
8.4KNew |
$181K - $215K
|
8.4K
$254K
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.32KNew |
$71.3K - $84.8K
|
3.32K
$100K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.7KNew |
$36.6K - $43.5K
|
1.7K
$51.3K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.66K+ 92.1% |
$35.6K - $42.4K
|
3.45K
$104K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.01KNew |
$21.7K - $25.8K
|
1.01K
$30.4K
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
766New |
$16.5K - $19.6K
|
766
$23.1K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
654New |
$14.1K - $16.7K
|
654
$19.7K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
46New |
$990 - $1.18K
|
46
$1.39K
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
18+ 0.22% |
$387 - $461
|
8.29K
$250K
|