Latest Institutional Transactions on Hartford Multifactor Small Cap (ROSC)
This table provides information on the latest institutional transactions involving Hartford Multifactor Small Cap (ROSC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
13K+ 663.44% |
N/A
|
14.9K
$0
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.65K+ 77.94% |
N/A
|
12.9K
$0
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
24+ 0.43% |
N/A
|
5.6K
$0
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.36KNew |
N/A
|
7.36K
$0
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.63K- 15.89% |
N/A
|
13.9K
$0
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-426- 1.17% |
N/A
|
36.1K
$0
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15+ 0.3% |
N/A
|
5.02K
$0
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.98K- 41.66% |
N/A
|
5.58K
$0
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.6K+ 44.33% |
N/A
|
106K
$0
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-124- 2.28% |
N/A
|
5.31K
$0
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
13+ 0.27% |
N/A
|
4.81K
$0
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.7K- 44.92% |
N/A
|
11.9K
$0
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-98- 0.73% |
N/A
|
13.4K
$0
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
24+ 0.43% |
N/A
|
5.6K
$0
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-116- 59.79% |
N/A
|
78
$0
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-491- 21.82% |
N/A
|
1.76K
$0
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-63- 15.67% |
N/A
|
339
$0
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.93KNew |
N/A
|
1.93K
$0
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
48New |
N/A
|
48
$0
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.63K+ 80.19% |
N/A
|
8.15K
$0
|
|
Q3 2024 | |||||||
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5- 71.43% |
N/A
|
2
$0
|
|
Q2 2024 | |||||||
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-651- 1.71% |
N/A
|
37.4K
$0
|
|
Q1 2024 | |||||||
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
245New |
N/A
|
245
$0
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
85+ 37.12% |
N/A
|
314
$0
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.13K- 1.9% |
N/A
|
162K
$0
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-108- 0.22% |
N/A
|
48.4K
$0
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-500- 76.92% |
N/A
|
150
$0
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-155- 1.8% |
N/A
|
8.46K
$0
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-207- 2.04% |
N/A
|
9.93K
$0
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.42K- 83.85% |
N/A
|
466
$0
|
|
Q3 2022 | |||||||
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
494New |
N/A
|
494
$0
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-235- 9.76% |
N/A
|
2.17K
$0
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.26K+ 6.98% |
N/A
|
50K
$0
|
|
Q2 2022 | |||||||
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.03K- 36.92% |
N/A
|
13.7K
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
225New |
N/A
|
225
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
27.5KNew |
N/A
|
27.5K
$0
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
200New |
N/A
|
200
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.01K- 93.8% |
N/A
|
265
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.37KClosed |
N/A
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.08KClosed |
N/A
|
0
$0
|
|
Q1 2021 | |||||||
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-145Closed |
N/A
|
0
$0
|
|
Q4 2020 | |||||||
Jan 28, 2021
Q4 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
Q3 2020 | |||||||
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
SELL
|
- |
-23- 5.03% |
N/A
|
434
$0
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.8KClosed |
N/A
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.6KClosed |
N/A
|
0
$0
|
|
Q4 2019 | |||||||
Feb 07, 2020
Q4 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-215Closed |
N/A
|
0
$0
|
|
Q3 2019 | |||||||
Nov 05, 2019
Q3 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-66.1KClosed |
N/A
|
0
$0
|
|
Oct 16, 2019
Q3 2019
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.03KClosed |
N/A
|
0
$0
|