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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
640+ 58.72% |
$18.7K - $19.9K
|
1.73K
$51.2K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
567+ 243.35% |
$16.6K - $17.6K
|
800
$23.7K
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
545+ 2.64% |
$15.9K - $16.9K
|
21.2K
$627K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
442+ 2.26% |
$12.9K - $13.7K
|
20K
$593K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
263+ 0.02% |
$7.68K - $8.17K
|
1.62M
$48M
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
261+ 2.41% |
$7.62K - $8.11K
|
11.1K
$328K
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
183+ 2.59% |
$5.34K - $5.69K
|
7.24K
$214K
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
87New |
$2.54K - $2.7K
|
87
$2.58K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
14+ 2.46% |
$409 - $435
|
584
$17.3K
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
10+ 0.1% |
$292 - $311
|
10.4K
$309K
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
10+ 2.14% |
$292 - $311
|
477
$14.1K
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-7- 0.09% |
$204 - $218
|
8.13K
$241K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-14- 56.0% |
$409 - $435
|
11
$326
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-35- 0.16% |
$1.02K - $1.09K
|
21.9K
$650K
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-38Closed |
$1.11K - $1.18K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-63- 0.18% |
$1.84K - $1.96K
|
34.3K
$1.02M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-97Closed |
$2.83K - $3.01K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-133- -0.0% |
$3.88K - $4.13K
|
3.12M
$92.4M
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-137- 73.66% |
$4K - $4.26K
|
49
$1.45K
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-201Closed |
$5.87K - $6.25K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-232- 0.4% |
$6.77K - $7.21K
|
57.5K
$1.7M
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-314- 0.77% |
$9.17K - $9.76K
|
40.7K
$1.21M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-394- 3.22% |
$11.5K - $12.2K
|
11.8K
$351K
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-460- 9.32% |
$13.4K - $14.3K
|
4.48K
$133K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-463- 0.45% |
$13.5K - $14.4K
|
102K
$3.03M
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-464- 8.55% |
$13.5K - $14.4K
|
4.96K
$147K
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-527- 27.19% |
$15.4K - $16.4K
|
1.41K
$41.8K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-559- 5.12% |
$16.3K - $17.4K
|
10.4K
$307K
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 2.51% |
$33.9K - $36.1K
|
45K
$1.33M
|
|
Jan 28, 2022
Q4 2021
|
White Pine Investment CO
|
SELL
|
- |
-1.19K- 0.31% |
$34.7K - $37K
|
386K
$11.4M
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.78K- 19.67% |
$51.9K - $55.2K
|
7.25K
$215K
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.86K- 0.05% |
$54.2K - $57.7K
|
3.41M
$101M
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-1.94K- 2.67% |
$56.7K - $60.4K
|
70.8K
$2.1M
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
SELL
|
- |
-2.16K- 17.4% |
$63.1K - $67.2K
|
10.3K
$304K
|
|
Jan 27, 2022
Q4 2021
|
Emfo, LLC
|
SELL
|
- |
-2.28K- 8.36% |
$66.5K - $70.8K
|
25K
$740K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.32K- 20.79% |
$67.7K - $72K
|
8.83K
$261K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.55K- 25.94% |
$74.5K - $79.3K
|
7.29K
$216K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.2K- 53.33% |
$93.4K - $99.5K
|
2.8K
$82.9K
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-3.26K- 2.29% |
$95.1K - $101K
|
139K
$4.12M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.33KClosed |
$97.2K - $103K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-3.86K- 44.36% |
$113K - $120K
|
4.85K
$144K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.92KClosed |
$114K - $122K
|
0
$0
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.14K- 6.9% |
$121K - $129K
|
55.8K
$1.65M
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.14K- 6.9% |
$121K - $129K
|
55.8K
$1.65M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.44K- 13.93% |
$130K - $138K
|
27.5K
$813K
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.46K- 11.49% |
$130K - $139K
|
34.4K
$1.02M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.85K- 4.21% |
$171K - $182K
|
133K
$3.95M
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-8.14KClosed |
$238K - $253K
|
0
$0
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.33K- 4.25% |
$272K - $290K
|
210K
$6.22M
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.35K- 2.5% |
$273K - $290K
|
365K
$10.8M
|