Purchases and Sales Made in Q4 2021 in Hartford Multifactor Developed (RODM)
This table provides information about the institutional ownership of Hartford Multifactor Developed (RODM) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
1.11M+ 22.21% |
$32.5M - $34.6M
|
6.12M
$181M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
197KNew |
$5.75M - $6.12M
|
197K
$5.83M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
191K+ 217.09% |
$5.57M - $5.93M
|
278K
$8.25M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
132K+ 7.73% |
$3.86M - $4.11M
|
1.84M
$54.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
108KNew |
$3.17M - $3.37M
|
108K
$3.21M
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
100K+ 34.76% |
$2.92M - $3.11M
|
388K
$11.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
92.9K+ 2.27% |
$2.71M - $2.89M
|
4.18M
$124M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
85.6K+ 4.74% |
$2.5M - $2.66M
|
1.89M
$55.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
81.4K+ 1.47% |
$2.38M - $2.53M
|
5.63M
$167M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
76.9K+ 174.01% |
$2.25M - $2.39M
|
121K
$3.59M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
73.6K+ 13.12% |
$2.15M - $2.29M
|
635K
$18.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
56.3KNew |
$1.64M - $1.75M
|
56.3K
$1.67M
|
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
48.2KNew |
$1.41M - $1.5M
|
48.2K
$1.43M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
47.1K+ 32.89% |
$1.38M - $1.46M
|
190K
$5.64M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
47.1KNew |
$1.37M - $1.46M
|
47.1K
$1.39M
|
|
|
Feb 09, 2022
Q4 2021
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
41.7KNew |
$1.22M - $1.3M
|
41.7K
$1.24M
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
39.4K+ 9.52% |
$1.15M - $1.22M
|
453K
$13.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
38K+ 5.7% |
$1.11M - $1.18M
|
706K
$20.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
36.3K+ 4.54% |
$1.06M - $1.13M
|
837K
$24.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
30.7K+ 2.89% |
$897K - $955K
|
1.1M
$32.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.5K+ 6.76% |
$627K - $668K
|
339K
$10M
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
19.4KNew |
$567K - $603K
|
19.4K
$575K
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
19.3K+ 3.16% |
$565K - $601K
|
632K
$18.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
18.5KNew |
$539K - $573K
|
18.5K
$546K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
18K+ 50.54% |
$524K - $558K
|
53.5K
$1.58M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
17.9KNew |
$522K - $555K
|
17.9K
$529K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
17.6KNew |
$513K - $547K
|
17.6K
$521K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.8K+ 59.8% |
$489K - $521K
|
44.8K
$1.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.2K+ 108.67% |
$473K - $504K
|
31.1K
$921K
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
16.1KNew |
$471K - $501K
|
16.1K
$477K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.9KNew |
$463K - $493K
|
15.9K
$470K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.3K+ 124.67% |
$448K - $477K
|
27.6K
$819K
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
13.5KNew |
$394K - $420K
|
13.5K
$400K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
12.3KNew |
$360K - $383K
|
12.3K
$365K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.5K+ 4.34% |
$336K - $358K
|
276K
$8.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
10.1K+ 3.7% |
$294K - $313K
|
282K
$8.35M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
9.77K+ 399.06% |
$285K - $304K
|
12.2K
$362K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
5.62K+ 28.1% |
$164K - $175K
|
25.6K
$759K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.31K+ 9.22% |
$126K - $134K
|
51K
$1.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.97K+ 3.18% |
$116K - $123K
|
129K
$3.81M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
3.6K+ 8.35% |
$105K - $112K
|
46.7K
$1.38M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.16K+ 3.65% |
$92.4K - $98.3K
|
89.7K
$2.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.78KNew |
$81.1K - $86.3K
|
2.78K
$82.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
2.08KNew |
$60.6K - $64.6K
|
2.08K
$61.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
BUY
|
- |
1.66KNew |
$48.4K - $51.5K
|
1.66K
$49K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.59KNew |
$46.5K - $49.5K
|
1.59K
$47.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.35K+ 14.89% |
$39.4K - $42K
|
10.4K
$309K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.19KNew |
$34.6K - $36.8K
|
1.19K
$35.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.02K+ 2.48% |
$29.8K - $31.7K
|
42.2K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
714+ 0.75% |
$20.8K - $22.2K
|
95.8K
$2.84M
|