Purchases and Sales Made in Q4 2022 in Hartford Multifactor Developed (RODM)
This table provides information about the institutional ownership of Hartford Multifactor Developed (RODM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
46New |
$990 - $1.18K
|
46
$1.36K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
18+ 0.22% |
$387 - $461
|
8.29K
$246K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 7.62% |
$172 - $205
|
113
$3.35K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 0.28% |
$86.1 - $102
|
1.43K
$42.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-141- 6.68% |
$3.03K - $3.61K
|
1.97K
$58.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-175- 0.69% |
$3.77K - $4.48K
|
25.3K
$748K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-203- 0.38% |
$4.37K - $5.19K
|
52.8K
$1.56M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-390- 1.67% |
$8.39K - $9.98K
|
22.9K
$679K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-746- 3.76% |
$16.1K - $19.1K
|
19.1K
$565K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-878- 2.06% |
$18.9K - $22.5K
|
41.7K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-987- 12.44% |
$21.2K - $25.3K
|
6.95K
$206K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.03K- 0.43% |
$22.1K - $26.3K
|
238K
$7.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.51K- 6.01% |
$32.5K - $38.7K
|
23.7K
$701K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-1.59K- 15.37% |
$34.3K - $40.8K
|
8.77K
$260K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.1K- 17.87% |
$45.1K - $53.6K
|
9.63K
$285K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.42K- 11.49% |
$52.1K - $61.9K
|
18.6K
$552K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-4.05K- 59.33% |
$87.2K - $104K
|
2.78K
$82.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.23K- 19.47% |
$91K - $108K
|
17.5K
$518K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.52K- 15.05% |
$97.2K - $116K
|
25.5K
$755K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-5.45K- 13.43% |
$117K - $139K
|
35.1K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-5.77K- 1.3% |
$124K - $148K
|
437K
$12.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-5.77K- 12.91% |
$124K - $148K
|
38.9K
$1.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.81K- 10.83% |
$125K - $149K
|
47.8K
$1.42M
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-6.15K- 14.16% |
$132K - $157K
|
37.3K
$1.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.37K- 29.5% |
$137K - $163K
|
15.2K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.22K- 12.14% |
$155K - $185K
|
52.2K
$1.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.26K- 42.09% |
$156K - $186K
|
9.98K
$296K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.69K- 0.33% |
$166K - $197K
|
2.32M
$68.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.81K- 43.23% |
$211K - $251K
|
12.9K
$381K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-10K- 19.4% |
$216K - $257K
|
41.8K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-10.4K- 10.32% |
$224K - $266K
|
90.4K
$2.68M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 44.98% |
$241K - $286K
|
13.7K
$405K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-11.7K- 36.41% |
$253K - $300K
|
20.5K
$607K
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-13.1K- 11.18% |
$282K - $335K
|
104K
$3.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.4K- 99.07% |
$310K - $368K
|
135
$4K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.7K- 13.18% |
$316K - $376K
|
96.8K
$2.87M
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
SELL
|
- |
-18.3K- 10.53% |
$393K - $467K
|
155K
$4.59M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.8K- 17.52% |
$427K - $507K
|
93.3K
$2.76M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-23K- 16.21% |
$496K - $589K
|
119K
$3.52M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-24.6K- 25.61% |
$529K - $629K
|
71.4K
$2.11M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-28.6K- 49.02% |
$616K - $733K
|
29.8K
$882K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-35.3K- 11.66% |
$759K - $902K
|
267K
$7.91M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-46.1K- 24.58% |
$992K - $1.18M
|
141K
$4.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-48.8K- 45.49% |
$1.05M - $1.25M
|
58.5K
$1.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-57.6K- 14.37% |
$1.24M - $1.47M
|
343K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-68.4K- 12.31% |
$1.47M - $1.75M
|
488K
$14.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-70.9K- 68.77% |
$1.53M - $1.82M
|
32.2K
$954K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-75K- 82.72% |
$1.61M - $1.92M
|
15.7K
$464K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-81.3K- 22.75% |
$1.75M - $2.08M
|
276K
$8.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-93.2K- 27.78% |
$2.01M - $2.38M
|
242K
$7.17M
|