Institutional Ownership Hartford Multifactor Developed (RODM)
This table provides information about the institutional ownership of Hartford Multifactor Developed (RODM). We have compiled data on the 115 institutions that hold shares in the stock, with a total of 32.3 Million shares, which have been reported (via 13F filing form) to have a value of $952 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
189,586
shares
|
$5.5 Million
3.53% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
187,837
shares
|
$5.45 Million
0.21% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
161,228
shares
|
$4.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.81%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
159,978
shares
|
$4.64 Million
0.91% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
127,477
shares
|
$3.7 Million
2.21% of portfolio
|
Q4 2023
Reduced 17.59%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
110,566
shares
|
$3.21 Million
0.85% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
106,827
shares
|
$3.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
106,556
shares
|
$3.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.0%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
101,105
shares
|
$2.93 Million
0.45% of portfolio
|
Q3 2024
Reduced 19.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
97,056
shares
|
$2.81 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
93,471
shares
|
$2.71 Million
0.09% of portfolio
|
Q3 2022
Reduced 6.35%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
89,183
shares
|
$2.59 Million
0.56% of portfolio
|
Q3 2024
Added 28.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
86,143
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 56.42%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
76,866
shares
|
$2.23 Million
0.02% of portfolio
|
Q3 2024
Reduced 38.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
75,126
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
73,027
shares
|
$2.12 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 10, 2024 Q3 2024 |
71,525
shares
|
$2.07 Million
1.49% of portfolio
|
Q3 2024
Reduced 16.76%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
69,512
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.21%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
68,276
shares
|
$1.98 Million
0.01% of portfolio
|
Q3 2023
Reduced 59.36%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
63,309
shares
|
$1.84 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
61,186
shares
|
$1.77 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
54,751
shares
|
$1.59 Million
0.43% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
52,352
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 91.61%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
50,865
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 48.6%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
49,628
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Added 87.85%
|