Purchases and Sales Made in Q1 2023 in Hartford Multifactor Developed (RODM)
This table provides information about the institutional ownership of Hartford Multifactor Developed (RODM) during Q1 2023. The information is specifically focused on institutions that hold shares of HARTFORD MULTIFACTOR DEVELOPED.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
754K+ 88.26% |
$18.8M - $20.1M
|
1.61M
$47.6M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
346K+ 6.52% |
$8.61M - $9.24M
|
5.65M
$167M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
323KNew |
$8.05M - $8.64M
|
323K
$9.57M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
227K+ 430.07% |
$5.65M - $6.06M
|
279K
$8.27M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
181K+ 6.44% |
$4.52M - $4.85M
|
3M
$88.7M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
97.2K+ 601.71% |
$2.42M - $2.6M
|
113K
$3.36M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
62.1K+ 202.46% |
$1.55M - $1.66M
|
92.8K
$2.75M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
60.2K+ 5.32% |
$1.5M - $1.61M
|
1.19M
$35.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
38.8K+ 5.54% |
$967K - $1.04M
|
740K
$21.9M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
37.9K+ 21.32% |
$944K - $1.01M
|
216K
$6.38M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
34.6K+ 49.27% |
$862K - $925K
|
105K
$3.1M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.8K+ 57.79% |
$842K - $904K
|
92.3K
$2.73M
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
29.6K+ 12.21% |
$738K - $792K
|
272K
$8.06M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.4KNew |
$683K - $733K
|
27.4K
$811K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.4KNew |
$683K - $733K
|
27.4K
$811K
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
24.3KNew |
$605K - $650K
|
24.3K
$719K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
23.2K+ 99.15% |
$579K - $622K
|
46.7K
$1.38M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
18.4K+ 7.71% |
$458K - $491K
|
257K
$7.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
14.5K+ 52.76% |
$361K - $388K
|
42K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.9KNew |
$347K - $373K
|
13.9K
$413K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
11.1K+ 3.75% |
$276K - $296K
|
307K
$9.08M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.8K+ 3.07% |
$270K - $290K
|
364K
$10.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
10.2K+ 6.99% |
$255K - $274K
|
157K
$4.64M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.66KNew |
$241K - $258K
|
9.66K
$286K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.59KNew |
$239K - $256K
|
9.59K
$284K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8.63K+ 1.08% |
$215K - $231K
|
808K
$23.9M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.27KNew |
$206K - $221K
|
8.27K
$245K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
7.81K+ 6.56% |
$195K - $209K
|
127K
$3.76M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.46K+ 0.57% |
$136K - $146K
|
965K
$28.6M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.9K+ 24.07% |
$97.2K - $104K
|
20.1K
$595K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
3.17K+ 0.24% |
$78.9K - $84.6K
|
1.32M
$39.2M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.52K+ 9.56% |
$62.9K - $67.5K
|
28.9K
$856K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.38KNew |
$59.3K - $63.7K
|
2.38K
$70.5K
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
2.33K+ 2.24% |
$58K - $62.3K
|
106K
$3.15M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.28KNew |
$56.8K - $61K
|
2.28K
$67.5K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2K+ 3.78% |
$49.7K - $53.3K
|
54.8K
$1.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.67K+ 16.74% |
$41.6K - $44.7K
|
11.7K
$345K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.59K+ 13.14% |
$39.6K - $42.5K
|
13.7K
$405K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.41KNew |
$35.1K - $37.6K
|
1.41K
$41.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.21K+ 317.89% |
$30.1K - $32.3K
|
1.59K
$47K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.1K+ 1.13% |
$27.4K - $29.4K
|
97.9K
$2.9M
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
939New |
$23.4K - $25.1K
|
939
$27.8K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
891+ 1.93% |
$22.2K - $23.8K
|
47K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
855New |
$21.3K - $22.9K
|
855
$25.3K
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
780+ 2.09% |
$19.4K - $20.9K
|
38.1K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
527+ 47.35% |
$13.1K - $14.1K
|
1.64K
$48.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
489+ 0.84% |
$12.2K - $13.1K
|
58.4K
$1.73M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
350+ 0.49% |
$8.72K - $9.36K
|
71.7K
$2.12M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
318+ 23.01% |
$7.92K - $8.5K
|
1.7K
$50.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
141New |
$3.51K - $3.77K
|
141
$4.18K
|