Latest Institutional Transactions on Hartford Multifactor Us Equity (ROUS)
This table provides information on the latest institutional transactions involving Hartford Multifactor Us Equity (ROUS) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$5.09K - $5.44K
|
100
$5.27K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.48K- 6.79% |
$380K - $407K
|
103K
$5.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.2K+ 289.95% |
$1.54M - $1.64M
|
40.6K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.77K- 2.02% |
$192K - $205K
|
183K
$9.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.09K- 8.35% |
$259K - $277K
|
55.8K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.79K+ 145.78% |
$447K - $478K
|
14.8K
$781K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
328K+ 16.11% |
$16.7M - $17.8M
|
2.36M
$125M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.8K+ 20.0% |
$3.34M - $3.58M
|
394K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.97KNew |
$202K - $216K
|
3.97K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
57.6KNew |
$2.93M - $3.14M
|
57.6K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-736- 3.69% |
$37.4K - $40K
|
19.2K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-13- 0.6% |
$661 - $707
|
2.16K
$114K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.88K+ 11.86% |
$95.8K - $102K
|
17.8K
$937K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
57.7K+ 41.45% |
$2.94M - $3.14M
|
197K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.5K+ 76.94% |
$1.1M - $1.17M
|
49.5K
$2.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2K- 2.39% |
$102K - $109K
|
81.7K
$4.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.03K+ 14.86% |
$307K - $328K
|
46.6K
$2.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.6K+ 20.69% |
$4.46M - $4.77M
|
511K
$26.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.67K+ 487.67% |
$390K - $417K
|
9.24K
$487K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.36K+ 1376.66% |
$222K - $237K
|
4.68K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1K+ 3.03% |
$51K - $54.6K
|
34.1K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.89K+ 2.1% |
$95.9K - $103K
|
91.8K
$4.84M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
841+ 13.76% |
$42.8K - $45.7K
|
6.95K
$367K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.17KNew |
$263K - $281K
|
5.17K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-60- 0.33% |
$3.05K - $3.26K
|
18.1K
$952K
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-1.53M- 61.58% |
$78M - $83.5M
|
957K
$50.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
196KNew |
$9.96M - $10.7M
|
196K
$10.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
355+ 8.88% |
$18.1K - $19.3K
|
4.36K
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.33K+ 126.74% |
$424K - $453K
|
14.9K
$785K
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
31.5KNew |
$1.6M - $1.71M
|
31.5K
$1.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
85.9K+ 896.66% |
$4.37M - $4.67M
|
95.5K
$5.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.04K- 3.49% |
$358K - $383K
|
194K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25- 0.45% |
$1.27K - $1.36K
|
5.58K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
93+ 0.77% |
$4.73K - $5.06K
|
12.2K
$641K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.23KNew |
$317K - $339K
|
6.23K
$329K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-107- 20.27% |
$5.44K - $5.82K
|
421
$22.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.05KNew |
$460K - $492K
|
9.05K
$477K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21.5KNew |
$1.1M - $1.17M
|
21.5K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.77K- 12.43% |
$141K - $151K
|
19.5K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
128+ 1.4% |
$6.51K - $6.96K
|
9.29K
$490K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.35K- 23.48% |
$68.7K - $73.4K
|
4.4K
$232K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
60.4K+ 287.73% |
$3.07M - $3.29M
|
81.4K
$4.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-32- 0.51% |
$1.63K - $1.74K
|
6.3K
$332K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.9K+ 7.28% |
$147K - $158K
|
42.7K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-160- 0.74% |
$8.14K - $8.7K
|
21.4K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
300New |
$15.3K - $16.3K
|
300
$15.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
65.4K+ 78.98% |
$3.33M - $3.56M
|
148K
$7.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
580New |
$29.5K - $31.5K
|
580
$30.6K
|
|
| Q3 2024 | |||||||
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-1.6K- 2.82% |
$75.9K - $83K
|
55.2K
$2.91M
|
|