Latest Institutional Sells of Hartford Multifactor Developed (RODM)
This list provides information on the latest institutional transactions involving Hartford Multifactor Developed (RODM) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-39K- 43.72% |
$1.11M - $1.19M
|
50.2K
$1.44M
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-37.5K- 52.45% |
$1.06M - $1.14M
|
34K
$973K
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-16.4K- 7.66% |
$466K - $500K
|
198K
$5.67M
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-10.1K- 9.95% |
$285K - $306K
|
91K
$2.6M
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.62K- 12.66% |
$74.3K - $79.7K
|
18.1K
$517K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.13K- 27.23% |
$60.5K - $64.9K
|
5.7K
$163K
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.68K- 6.68% |
$47.7K - $51.1K
|
23.5K
$671K
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-1.1K- 6.83% |
$31.2K - $33.5K
|
15K
$429K
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-281- 2.47% |
$7.97K - $8.55K
|
11.1K
$317K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-555K- 43.43% |
$15.2M - $17.1M
|
723K
$20.7M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-457K- 98.34% |
$12.5M - $14.1M
|
7.73K
$221K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-318K- 8.61% |
$8.69M - $9.79M
|
3.37M
$96.4M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-112K- 56.42% |
$3.05M - $3.44M
|
86.1K
$2.46M
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-102K- 4.51% |
$2.78M - $3.13M
|
2.15M
$61.5M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-99.6K- 81.89% |
$2.72M - $3.07M
|
22K
$630K
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-74.2K- 2.22% |
$2.03M - $2.29M
|
3.27M
$93.6M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-48.1K- 48.6% |
$1.32M - $1.48M
|
50.9K
$1.45M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-47.4K- 38.16% |
$1.3M - $1.46M
|
76.9K
$2.2M
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-45.7K- 5.42% |
$1.25M - $1.41M
|
798K
$22.8M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-44.6K- 11.99% |
$1.22M - $1.37M
|
327K
$9.35M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-39.4K- 27.0% |
$1.08M - $1.21M
|
107K
$3.05M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-32K- 3.17% |
$876K - $987K
|
979K
$28M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.8K- 13.81% |
$706K - $796K
|
161K
$4.61M
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-15.8K- 7.67% |
$431K - $486K
|
190K
$5.42M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-14.5K- 2.17% |
$396K - $447K
|
652K
$18.7M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.9K- 3.04% |
$381K - $429K
|
444K
$12.7M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.5K- 15.21% |
$341K - $384K
|
69.5K
$1.99M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.75K- 8.37% |
$267K - $301K
|
107K
$3.06M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.49K- 8.91% |
$260K - $292K
|
97.1K
$2.78M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.85K- 1.43% |
$187K - $211K
|
473K
$13.5M
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-6.55K- 34.58% |
$179K - $202K
|
12.4K
$354K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-6.49K- 3.9% |
$178K - $200K
|
160K
$4.58M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.81K- 32.0% |
$131K - $148K
|
10.2K
$292K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.4K- 13.86% |
$120K - $136K
|
27.4K
$783K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.3K- 5.56% |
$118K - $133K
|
73K
$2.09M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.03K- 14.6% |
$110K - $124K
|
23.6K
$674K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.4K- 5.1% |
$93K - $105K
|
63.3K
$1.81M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.21K- 12.02% |
$87.7K - $98.9K
|
23.5K
$672K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.96K- 3.78% |
$80.8K - $91.1K
|
75.1K
$2.15M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.65K- 5.47% |
$72.5K - $81.6K
|
45.8K
$1.31M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.38K- 19.84% |
$65.1K - $73.4K
|
9.62K
$275K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-978- 11.01% |
$26.7K - $30.1K
|
7.91K
$226K
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-838- 1.35% |
$22.9K - $25.8K
|
61.2K
$1.75M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-643- 2.18% |
$17.6K - $19.8K
|
28.9K
$827K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-555- 11.11% |
$15.2K - $17.1K
|
4.44K
$127K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-519- 2.7% |
$14.2K - $16K
|
18.7K
$534K
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-496- 5.72% |
$13.6K - $15.3K
|
8.18K
$234K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-419- 2.62% |
$11.5K - $12.9K
|
15.6K
$446K
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-371- 3.06% |
$10.1K - $11.4K
|
11.8K
$336K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-173- 4.29% |
$4.73K - $5.33K
|
3.86K
$110K
|