Purchases and Sales Made in Q1 2024 in Hartford Multifactor Developed (RODM)
This table provides information about the institutional ownership of Hartford Multifactor Developed (RODM) during Q1 2024. 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 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-245- 0.9% |
$6.49K - $6.87K
|
27K
$796K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-293- 5.38% |
$7.76K - $8.22K
|
5.16K
$152K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-387- 0.33% |
$10.2K - $10.9K
|
117K
$3.45M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-567- 2.63% |
$15K - $15.9K
|
21K
$620K
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-896- 0.88% |
$23.7K - $25.1K
|
101K
$2.98M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-912- 6.05% |
$24.1K - $25.6K
|
14.2K
$418K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-988- 1.78% |
$26.2K - $27.7K
|
54.4K
$1.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.19K- 7.54% |
$31.6K - $33.5K
|
14.7K
$433K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.45K- 13.13% |
$38.3K - $40.6K
|
9.58K
$283K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.65K- 4.13% |
$43.8K - $46.4K
|
38.4K
$1.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.66K- 16.02% |
$43.9K - $46.5K
|
8.69K
$257K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-2.12K- 82.49% |
$56.1K - $59.4K
|
450
$13.3K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.46K- 1.33% |
$65.1K - $69K
|
183K
$5.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.5K- 17.1% |
$66.2K - $70.1K
|
12.1K
$358K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.6K- 1.45% |
$68.8K - $72.9K
|
176K
$5.21M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.02K- 22.38% |
$79.9K - $84.6K
|
10.5K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.6K- 17.79% |
$95.3K - $101K
|
16.6K
$491K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3.6K- 17.79% |
$95.3K - $101K
|
16.6K
$491K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.93K- 0.87% |
$104K - $110K
|
448K
$13.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.79K- 13.9% |
$127K - $134K
|
29.7K
$875K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.23K- 6.32% |
$139K - $147K
|
77.6K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.29K- 15.51% |
$140K - $148K
|
28.8K
$850K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.53K- 7.19% |
$146K - $155K
|
71.3K
$2.11M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.6K- 8.02% |
$148K - $157K
|
64.2K
$1.89M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-5.65K- 34.47% |
$150K - $158K
|
10.7K
$317K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.7K- 11.41% |
$151K - $160K
|
44.2K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.7K- 33.27% |
$204K - $216K
|
15.4K
$456K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-8.38K- 16.26% |
$222K - $235K
|
43.2K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.3K- 27.04% |
$246K - $261K
|
25.1K
$741K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-10.3K- 6.69% |
$274K - $290K
|
144K
$4.26M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.7K- 11.58% |
$283K - $300K
|
81.6K
$2.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.2K- 10.18% |
$296K - $314K
|
98.7K
$2.91M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-12.2K- 37.08% |
$324K - $343K
|
20.7K
$612K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.1K- 40.69% |
$375K - $397K
|
20.6K
$609K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.4K- 1.47% |
$408K - $433K
|
1.04M
$30.6M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-18.1K- 47.4% |
$479K - $508K
|
20.1K
$593K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.9K- 13.47% |
$499K - $529K
|
121K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.4K- 7.26% |
$884K - $936K
|
427K
$12.6M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-50.9K- 50.05% |
$1.35M - $1.43M
|
50.8K
$1.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-51.6K- 61.98% |
$1.37M - $1.45M
|
31.7K
$935K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-58.7K- 1.52% |
$1.55M - $1.65M
|
3.79M
$112M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-58.7K- 1.52% |
$1.55M - $1.65M
|
3.79M
$112M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-70.3K- 6.19% |
$1.86M - $1.97M
|
1.06M
$31.4M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-105K- 55.68% |
$2.78M - $2.95M
|
83.7K
$2.47M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-126K- 6.31% |
$3.34M - $3.54M
|
1.87M
$55.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-191K- 96.65% |
$5.07M - $5.37M
|
6.64K
$196K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-254K- 24.55% |
$6.72M - $7.12M
|
780K
$23M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-302K- 47.45% |
$8.01M - $8.48M
|
335K
$9.88M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-477K- 69.38% |
$12.6M - $13.4M
|
211K
$6.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-686K- 34.61% |
$18.2M - $19.2M
|
1.3M
$38.2M
|