Purchases and Sales Made in Q2 2023 in Hartford Multifactor Developed (RODM)
This table provides information about the institutional ownership of Hartford Multifactor Developed (RODM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.76MNew |
$174M - $184M
|
6.76M
$200M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
841KNew |
$21.7M - $22.9M
|
841K
$24.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
563K+ 9.97% |
$14.5M - $15.4M
|
6.21M
$184M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
426KNew |
$11M - $11.6M
|
426K
$12.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
319K+ 19.83% |
$8.23M - $8.7M
|
1.93M
$57M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
268K+ 82.97% |
$6.92M - $7.32M
|
591K
$17.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
183K+ 36.9% |
$4.71M - $4.98M
|
677K
$20M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
144KNew |
$3.71M - $3.92M
|
144K
$4.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
67.7K+ 22.07% |
$1.75M - $1.85M
|
375K
$11.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
64.7K+ 57.04% |
$1.67M - $1.77M
|
178K
$5.27M
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
39.1K+ 96.12% |
$1.01M - $1.07M
|
79.8K
$2.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.1K+ 3.02% |
$751K - $795K
|
994K
$29.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
16KNew |
$413K - $437K
|
16K
$474K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
15.3K+ 21.36% |
$395K - $418K
|
87K
$2.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.2K+ 0.72% |
$367K - $388K
|
1.99M
$58.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
12K+ 11.43% |
$309K - $327K
|
117K
$3.46M
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
BUY
|
- |
11K+ 7.6% |
$283K - $299K
|
155K
$4.59M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.85K+ 29.91% |
$254K - $269K
|
42.8K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.7KNew |
$250K - $265K
|
9.7K
$287K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.68K+ 4.03% |
$224K - $237K
|
224K
$6.64M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.33K+ 5.19% |
$215K - $227K
|
169K
$5M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.39K+ 0.32% |
$139K - $147K
|
1.71M
$50.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
4.49K+ 2.86% |
$116K - $122K
|
161K
$4.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.36K+ 4.72% |
$112K - $119K
|
96.6K
$2.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.09K+ 0.55% |
$106K - $112K
|
744K
$22M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.95K+ 0.67% |
$76.2K - $80.6K
|
442K
$13.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.98K+ 120.79% |
$51.1K - $54.1K
|
3.62K
$107K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.89K+ 3.4% |
$48.7K - $51.6K
|
57.5K
$1.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.31K+ 2.8% |
$33.7K - $35.7K
|
48K
$1.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.11K+ 2.03% |
$28.7K - $30.3K
|
55.9K
$1.66M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
941+ 9.81% |
$24.3K - $25.7K
|
10.5K
$312K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
552+ 673.17% |
$14.2K - $15.1K
|
634
$18.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
543New |
$14K - $14.8K
|
543
$16.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
451New |
$11.6K - $12.3K
|
451
$13.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
410New |
$10.6K - $11.2K
|
410
$12.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
358+ 22.54% |
$9.24K - $9.77K
|
1.95K
$57.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
287+ 0.61% |
$7.4K - $7.83K
|
47.2K
$1.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
250+ 1.31% |
$6.45K - $6.82K
|
19.3K
$571K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
243+ 2.94% |
$6.27K - $6.63K
|
8.51K
$252K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
218+ 18.12% |
$5.62K - $5.95K
|
1.42K
$42.1K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
162New |
$4.18K - $4.42K
|
162
$4.8K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
108New |
$2.79K - $2.95K
|
108
$3.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
74+ 4.41% |
$1.91K - $2.02K
|
1.75K
$51.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
9+ 0.62% |
$232 - $246
|
1.47K
$43.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1+ 0.01% |
$25.8 - $27.3
|
7.66K
$227K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-25- 2.29% |
$645 - $682
|
1.07K
$31.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-70- 49.65% |
$1.81K - $1.91K
|
71
$2.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-149- 1.68% |
$3.84K - $4.07K
|
8.71K
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-167- 0.67% |
$4.31K - $4.56K
|
24.8K
$735K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-280- 32.75% |
$7.22K - $7.64K
|
575
$17K
|