Purchases and Sales Made in Q3 2023 in Hartford Multifactor Developed (RODM)
This table provides information about the institutional ownership of Hartford Multifactor Developed (RODM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-271- 1.22% |
$6.91K - $7.38K
|
22K
$650K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-290- 0.71% |
$7.39K - $7.9K
|
40.3K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-326- 0.21% |
$8.31K - $8.88K
|
155K
$4.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-375- 65.22% |
$9.56K - $10.2K
|
200
$5.92K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-379- 25.84% |
$9.66K - $10.3K
|
1.09K
$32.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-455- 4.27% |
$11.6K - $12.4K
|
10.2K
$302K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-602- 5.36% |
$15.3K - $16.4K
|
10.6K
$315K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-792- 1.65% |
$20.2K - $21.6K
|
47.2K
$1.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-847- 2.82% |
$21.6K - $23.1K
|
29.2K
$864K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.15K- 8.98% |
$29.4K - $31.4K
|
11.7K
$346K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.29K- 90.78% |
$32.9K - $35.1K
|
131
$3.88K
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.63K- 1.57% |
$41.6K - $44.4K
|
102K
$3.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.69K- 6.08% |
$43K - $46K
|
26.1K
$773K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.8K- 4.41% |
$46K - $49.1K
|
39.1K
$1.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.96K- 3.51% |
$50K - $53.4K
|
54K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.53K- 1.29% |
$64.5K - $68.9K
|
194K
$5.73M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.94K- 15.24% |
$74.9K - $80K
|
16.3K
$484K
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.06K- 12.33% |
$78K - $83.3K
|
21.8K
$644K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3.08K- 3.21% |
$78.4K - $83.8K
|
92.8K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.34K- 42.45% |
$85.2K - $91K
|
4.53K
$134K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.48K- 4.36% |
$88.8K - $94.8K
|
76.3K
$2.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-3.85K- 14.59% |
$98.1K - $105K
|
22.5K
$667K
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
SELL
|
- |
-4.24K- 18.98% |
$108K - $115K
|
18.1K
$535K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.24K- 1.66% |
$108K - $116K
|
251K
$7.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.25K- 12.09% |
$108K - $116K
|
30.9K
$915K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.36K- 80.47% |
$137K - $146K
|
1.3K
$38.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.43K- 6.39% |
$189K - $202K
|
109K
$3.22M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10K- 23.49% |
$256K - $274K
|
32.7K
$969K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-10.9K- 5.6% |
$278K - $297K
|
184K
$5.44M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-11.6K- 15.67% |
$295K - $315K
|
62.2K
$1.84M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.8K- 37.59% |
$300K - $321K
|
19.6K
$579K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.3K- 22.12% |
$314K - $335K
|
43.3K
$1.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-14.3K- 7.8% |
$364K - $388K
|
169K
$4.99M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.4K- 12.66% |
$547K - $584K
|
148K
$4.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.7K- 27.2% |
$553K - $591K
|
58.1K
$1.72M
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-23.7K- 14.72% |
$605K - $646K
|
137K
$4.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-24.7K- 52.19% |
$628K - $671K
|
22.6K
$669K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-34.5K- 2.72% |
$881K - $941K
|
1.23M
$36.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-65.9K- 56.45% |
$1.68M - $1.8M
|
50.9K
$1.51M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-66.5K- 8.94% |
$1.7M - $1.81M
|
677K
$20M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-99.7K- 59.36% |
$2.54M - $2.72M
|
68.3K
$2.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-110K- 2.53% |
$2.8M - $2.99M
|
4.23M
$125M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-110K- 41.97% |
$2.81M - $3M
|
152K
$4.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-156K- 35.25% |
$3.97M - $4.24M
|
286K
$8.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-204K- 76.73% |
$5.2M - $5.56M
|
61.9K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-239K- 88.97% |
$6.09M - $6.5M
|
29.6K
$877K
|