Purchases and Sales Made in Q3 2024 in Hartford Multifactor Developed (RODM)
This table provides information about the institutional ownership of Hartford Multifactor Developed (RODM) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
366KNew |
$10M - $11.3M
|
366K
$10.8M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
148K+ 2.89% |
$4.04M - $4.55M
|
5.25M
$155M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54K+ 1.9% |
$1.48M - $1.67M
|
2.9M
$85.9M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
43.3K+ 6.6% |
$1.18M - $1.34M
|
700K
$20.7M
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
40.6K+ 2.13% |
$1.11M - $1.25M
|
1.95M
$57.7M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.1K+ 3.25% |
$767K - $865K
|
891K
$26.4M
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
27.2K+ 7.55% |
$744K - $838K
|
387K
$11.5M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25K+ 91.61% |
$685K - $771K
|
52.4K
$1.55M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.2K+ 87.85% |
$635K - $715K
|
49.6K
$1.47M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.1K+ 2.77% |
$577K - $650K
|
783K
$23.2M
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
20K+ 28.84% |
$546K - $615K
|
89.2K
$2.64M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.3KNew |
$528K - $595K
|
19.3K
$572K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.8K+ 149.79% |
$516K - $581K
|
31.4K
$931K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.9K+ 154.74% |
$326K - $367K
|
19.6K
$580K
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
10.2K+ 5.46% |
$278K - $313K
|
196K
$5.81M
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
9.79K+ 9.71% |
$268K - $302K
|
111K
$3.27M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.82K+ 3.23% |
$241K - $272K
|
282K
$8.34M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.55K+ 4.77% |
$234K - $264K
|
188K
$5.56M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.09KNew |
$194K - $218K
|
7.09K
$210K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.86KNew |
$188K - $211K
|
6.86K
$203K
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
6.72KNew |
$184K - $207K
|
6.72K
$199K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.21K+ 2.65% |
$170K - $192K
|
241K
$7.12M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.75K+ 8.91% |
$47.9K - $54K
|
21.4K
$634K
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.67KNew |
$45.6K - $51.4K
|
1.67K
$49.4K
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
907+ 1.68% |
$24.8K - $28K
|
54.8K
$1.62M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
633+ 4.99% |
$17.3K - $19.5K
|
13.3K
$395K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
514+ 3.06% |
$14.1K - $15.8K
|
17.3K
$512K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
440+ 1.51% |
$12K - $13.6K
|
29.6K
$877K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
400+ 2.55% |
$10.9K - $12.3K
|
16.1K
$477K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
391+ 1.1% |
$10.7K - $12.1K
|
35.8K
$1.06M
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
375New |
$10.3K - $11.6K
|
375
$11.1K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
303New |
$8.29K - $9.34K
|
303
$8.97K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
291+ 1.99% |
$7.96K - $8.97K
|
14.9K
$442K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
187+ 0.94% |
$5.11K - $5.76K
|
20.1K
$595K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
124+ 1.51% |
$3.39K - $3.82K
|
8.32K
$246K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
62+ 2.09% |
$1.7K - $1.91K
|
3.03K
$89.7K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-43- 0.41% |
$1.18K - $1.33K
|
10.5K
$312K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-45- 8.26% |
$1.23K - $1.39K
|
500
$14.8K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-87- 2.14% |
$2.38K - $2.68K
|
3.99K
$118K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-173- 4.29% |
$4.73K - $5.33K
|
3.86K
$114K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-264- 3.26% |
$7.22K - $8.14K
|
7.83K
$232K
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-371- 3.06% |
$10.1K - $11.4K
|
11.8K
$348K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-419- 2.62% |
$11.5K - $12.9K
|
15.6K
$461K
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-496- 5.72% |
$13.6K - $15.3K
|
8.18K
$242K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-519- 2.7% |
$14.2K - $16K
|
18.7K
$553K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-555- 11.11% |
$15.2K - $17.1K
|
4.44K
$131K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-643- 2.18% |
$17.6K - $19.8K
|
28.9K
$856K
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-838- 1.35% |
$22.9K - $25.8K
|
61.2K
$1.81M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-978- 11.01% |
$26.7K - $30.1K
|
7.91K
$234K
|