Purchases and Sales Made in Q3 2022 in Hartford Multifactor Developed (RODM)
This table provides information about the institutional ownership of Hartford Multifactor Developed (RODM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 3.96% |
$86.6 - $104
|
105
$3.11K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-47- 4.49% |
$1.02K - $1.22K
|
1K
$29.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-120- 0.45% |
$2.6K - $3.12K
|
26.3K
$779K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-136- 0.58% |
$2.95K - $3.54K
|
23.3K
$691K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-232- 21.54% |
$5.03K - $6.03K
|
845
$25K
|
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-264- 0.87% |
$5.72K - $6.87K
|
30K
$889K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-364- 48.53% |
$7.88K - $9.47K
|
386
$11.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-398- 0.74% |
$8.62K - $10.4K
|
53.6K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-400- 18.2% |
$8.66K - $10.4K
|
1.8K
$53.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-408- 10.44% |
$8.84K - $10.6K
|
3.5K
$104K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-500- 1.6% |
$10.8K - $13K
|
30.7K
$909K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-635- 2.43% |
$13.8K - $16.5K
|
25.5K
$754K
|
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
SELL
|
- |
-922- 3.97% |
$20K - $24K
|
22.3K
$660K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-924- 3.59% |
$20K - $24K
|
24.8K
$736K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.07K- 6.83% |
$23.1K - $27.7K
|
14.5K
$430K
|
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 2.49% |
$24K - $28.9K
|
43.4K
$1.29M
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.14K- 3.4% |
$24.6K - $29.5K
|
32.2K
$954K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.16K- 1.94% |
$25K - $30K
|
58.4K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.4K- 12.79% |
$30.4K - $36.5K
|
9.57K
$283K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.52K- 2.87% |
$33K - $39.6K
|
51.5K
$1.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.56K- 2.1% |
$33.9K - $40.7K
|
72.8K
$2.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.64K- 1.77% |
$35.5K - $42.6K
|
90.6K
$2.68M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.95K- 15.05% |
$42.2K - $50.7K
|
11K
$326K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.29K- 9.54% |
$49.6K - $59.6K
|
21.7K
$643K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2.33K- 10.52% |
$50.5K - $60.6K
|
19.8K
$587K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.39K- 6.85% |
$51.7K - $62.1K
|
32.5K
$961K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.6K- 0.33% |
$56.3K - $67.7K
|
788K
$23.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-3.75K- 19.89% |
$81.2K - $97.5K
|
15.1K
$447K
|
|
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-4.13K- 3.41% |
$89.5K - $107K
|
117K
$3.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.51K- 30.6% |
$97.6K - $117K
|
10.2K
$303K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.61K- 20.62% |
$121K - $146K
|
21.6K
$639K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.61K- 20.62% |
$121K - $146K
|
21.6K
$639K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.79K- 0.87% |
$125K - $151K
|
662K
$19.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.22K- 19.81% |
$135K - $162K
|
25.2K
$746K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.34K- 6.35% |
$137K - $165K
|
93.5K
$2.77M
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-6.59K- 39.81% |
$143K - $171K
|
9.96K
$295K
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-7.44K- 47.34% |
$161K - $193K
|
8.27K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-7.82K- 7.2% |
$169K - $203K
|
101K
$2.98M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.6K- 4.56% |
$251K - $302K
|
243K
$7.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-13.3K- 2.92% |
$288K - $346K
|
443K
$13.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16.8K- 8.23% |
$364K - $437K
|
187K
$5.55M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.2K- 13.34% |
$372K - $447K
|
112K
$3.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-19K- 5.35% |
$411K - $493K
|
335K
$9.93M
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-19.4K- 6.92% |
$421K - $506K
|
261K
$7.74M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-22.4K- 51.49% |
$484K - $581K
|
21.1K
$624K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.3K- 17.85% |
$505K - $606K
|
107K
$3.18M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-25.9K- 27.0% |
$561K - $674K
|
70K
$2.07M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-30.3K- 59.99% |
$657K - $788K
|
20.2K
$599K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-34.8K- 43.18% |
$753K - $904K
|
45.7K
$1.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-42.8K- 51.33% |
$926K - $1.11M
|
40.5K
$1.2M
|