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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
133New |
$3.31K - $3.56K
|
133
$3.94K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
123+ 0.29% |
$3.07K - $3.29K
|
41.9K
$1.24M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
108New |
$2.69K - $2.89K
|
108
$3.2K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-34- 0.35% |
$847 - $909
|
9.6K
$284K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-43- 0.23% |
$1.07K - $1.15K
|
19K
$563K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-97- 6.81% |
$2.42K - $2.59K
|
1.33K
$39.3K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-100- 0.3% |
$2.49K - $2.67K
|
32.9K
$975K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-262- 3.31% |
$6.53K - $7.01K
|
7.66K
$227K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-288- 4.15% |
$7.18K - $7.7K
|
6.66K
$197K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-304- 78.76% |
$7.58K - $8.13K
|
82
$2.43K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-513- 26.03% |
$12.8K - $13.7K
|
1.46K
$43.2K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-514- 2.02% |
$12.8K - $13.7K
|
25K
$740K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-575- 42.12% |
$14.3K - $15.4K
|
790
$23.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-650- 23.39% |
$16.2K - $17.4K
|
2.13K
$63K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-698- 2.34% |
$17.4K - $18.7K
|
29.1K
$861K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-704- 3.78% |
$17.5K - $18.8K
|
17.9K
$531K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.2K- 16.87% |
$29.8K - $32K
|
5.89K
$175K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.6K- 10.53% |
$39.9K - $42.8K
|
13.6K
$403K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.86K- 7.36% |
$46.4K - $49.8K
|
23.4K
$693K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.94K- 4.05% |
$48.3K - $51.8K
|
45.9K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.95K- 13.08% |
$48.6K - $52.2K
|
13K
$384K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.54K- 19.72% |
$63.3K - $67.9K
|
10.3K
$306K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.55K- 2.73% |
$63.4K - $68.1K
|
90.8K
$2.69M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.6K- 14.84% |
$64.7K - $69.4K
|
14.9K
$441K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.32K- 14.02% |
$82.7K - $88.7K
|
20.3K
$603K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-3.89K- 11.07% |
$96.8K - $104K
|
31.2K
$924K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.61K- 2.58% |
$115K - $123K
|
174K
$5.15M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.15K- 9.65% |
$128K - $138K
|
48.2K
$1.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.49K- 35.03% |
$137K - $147K
|
10.2K
$301K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.88K- 2.86% |
$147K - $157K
|
200K
$5.92M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.6K- 2.39% |
$164K - $176K
|
270K
$7.98M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-7.44K- 0.44% |
$185K - $199K
|
1.7M
$50.4M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-8.42K- 36.71% |
$210K - $225K
|
14.5K
$430K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-9.71K- 2.22% |
$242K - $260K
|
427K
$12.6M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.76K- 6.9% |
$243K - $261K
|
132K
$3.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.3K- 53.81% |
$257K - $276K
|
8.86K
$262K
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-11.1K- 7.15% |
$277K - $297K
|
144K
$4.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-14.5K- 37.31% |
$362K - $388K
|
24.4K
$723K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.3K- 31.18% |
$406K - $435K
|
35.9K
$1.06M
|
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-22.8K- 0.57% |
$568K - $609K
|
3.97M
$117M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-24.8K- 43.74% |
$617K - $662K
|
31.8K
$943K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-31.3K- 12.92% |
$780K - $837K
|
211K
$6.25M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-36.1K- 13.52% |
$900K - $965K
|
231K
$6.84M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-39.2K- 39.94% |
$976K - $1.05M
|
58.9K
$1.74M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-39.7K- 54.73% |
$990K - $1.06M
|
32.9K
$973K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44.1K- 8.19% |
$1.1M - $1.18M
|
495K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-48.4K- 9.93% |
$1.21M - $1.29M
|
439K
$13M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-49.7K- 54.99% |
$1.24M - $1.33M
|
40.7K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-50.9K- 47.4% |
$1.27M - $1.36M
|
56.5K
$1.67M
|