Purchases and Sales Made in Q2 2022 in Hartford Multifactor Developed (RODM)
This table provides information about the institutional ownership of Hartford Multifactor Developed (RODM) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
23+ 0.22% |
$572 - $675
|
10.4K
$307K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
16+ 2.74% |
$398 - $470
|
600
$17.8K
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10+ 0.71% |
$249 - $294
|
1.42K
$42.1K
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 3.45% |
$74.7 - $88.1
|
90
$2.66K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-30Closed |
$747 - $881
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-96- 4.18% |
$2.39K - $2.82K
|
2.2K
$65.1K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-102- 0.69% |
$2.54K - $2.99K
|
14.7K
$436K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-153- 0.34% |
$3.81K - $4.49K
|
44.7K
$1.32M
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
SELL
|
- |
-209Closed |
$5.2K - $6.13K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-250Closed |
$6.22K - $7.34K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-264- 0.51% |
$6.57K - $7.75K
|
51.1K
$1.51M
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-337- 0.75% |
$8.39K - $9.89K
|
44.5K
$1.32M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-423Closed |
$10.5K - $12.4K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-470Closed |
$11.7K - $13.8K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-485- 4.68% |
$12.1K - $14.2K
|
9.87K
$292K
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-516- 3.18% |
$12.8K - $15.1K
|
15.7K
$465K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-640- 36.99% |
$15.9K - $18.8K
|
1.09K
$32.3K
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
SELL
|
- |
-733- 3.06% |
$18.2K - $21.5K
|
23.2K
$688K
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-748- 40.99% |
$18.6K - $22K
|
1.08K
$31.9K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-912- 3.38% |
$22.7K - $26.8K
|
26.1K
$772K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-941- 65.85% |
$23.4K - $27.6K
|
488
$14.4K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.21K- 5.19% |
$30.2K - $35.6K
|
22.2K
$656K
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.22K- 0.43% |
$30.3K - $35.7K
|
281K
$8.31M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.25K- 17.2% |
$31.2K - $36.8K
|
6.03K
$179K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.4K- 5.51% |
$34.9K - $41.1K
|
24K
$711K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.55K- 10.68% |
$38.6K - $45.5K
|
13K
$384K
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
SELL
|
- |
-1.66KClosed |
$41.2K - $48.6K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.7K- 7.75% |
$42.3K - $49.9K
|
20.2K
$599K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.74K- 0.85% |
$43.3K - $51.1K
|
204K
$6.05M
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-2.08KClosed |
$51.7K - $61K
|
0
$0
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.23K- 7.58% |
$55.5K - $65.5K
|
27.2K
$805K
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.23K- 7.58% |
$55.5K - $65.5K
|
27.2K
$805K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-2.32K- 52.36% |
$57.8K - $68.1K
|
2.11K
$62.5K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-2.53K- 2.95% |
$62.9K - $74.2K
|
83.3K
$2.47M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.14K- 8.26% |
$78.1K - $92.1K
|
34.8K
$1.03M
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.73KClosed |
$92.9K - $110K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.75K- 11.03% |
$93.4K - $110K
|
30.3K
$896K
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.77K- 6.64% |
$93.7K - $111K
|
53K
$1.57M
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.21K- 4.58% |
$130K - $153K
|
109K
$3.22M
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.69K- 15.34% |
$142K - $167K
|
31.4K
$930K
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-6.52K- 16.36% |
$162K - $191K
|
33.4K
$988K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.85K- 11.25% |
$170K - $201K
|
54K
$1.6M
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-6.96KClosed |
$173K - $204K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-7.03KClosed |
$175K - $206K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-7.39KClosed |
$184K - $217K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7.5K- 65.75% |
$187K - $220K
|
3.91K
$116K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.73KClosed |
$192K - $227K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-7.81K- 5.23% |
$194K - $229K
|
141K
$4.19M
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.89K- 7.88% |
$196K - $232K
|
92.3K
$2.73M
|