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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-50- 0.12% |
$2.27K - $2.68K
|
42.2K
$2.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
50+ 0.25% |
$2.27K - $2.68K
|
20.2K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
2.14K+ 3.06% |
$96.8K - $115K
|
71.9K
$3.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.34KNew |
$197K - $233K
|
4.34K
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-19.7K- 13.31% |
$892K - $1.06M
|
128K
$6.93M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
34.8K+ 2454.8% |
$1.58M - $1.87M
|
36.2K
$1.96M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
25K+ 6421.79% |
$1.24M - $1.35M
|
25.4K
$1.38M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
61.7K+ 8081.81% |
$3.05M - $3.32M
|
62.5K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-217- 1.13% |
$10.7K - $11.7K
|
19K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
27.2K+ 126.53% |
$1.35M - $1.47M
|
48.8K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.37K- 0.75% |
$67.8K - $73.7K
|
182K
$9.84M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.7K+ 8.78% |
$1.71M - $1.86M
|
429K
$23.2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.4K+ 313.53% |
$2.3M - $2.5M
|
61.2K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-25.3K- 12.82% |
$1.25M - $1.36M
|
172K
$9.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.7KNew |
$877K - $954K
|
17.7K
$960K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.87KNew |
$290K - $316K
|
5.87K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-40.6K- 1.72% |
$2.01M - $2.19M
|
2.32M
$126M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
783+ 8.47% |
$38.7K - $42.1K
|
10K
$543K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-532- 1.31% |
$26.3K - $28.6K
|
40.1K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
12.6KNew |
$622K - $676K
|
12.6K
$681K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.83K+ 46.15% |
$90.5K - $98.4K
|
5.8K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8+ 0.37% |
$396 - $430
|
2.16K
$117K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43.1K+ 92.39% |
$2.13M - $2.32M
|
89.7K
$4.85M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-506- 0.91% |
$25K - $27.2K
|
55.3K
$2.99M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
99+ 2.27% |
$4.89K - $5.32K
|
4.45K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.36K+ 1.71% |
$166K - $181K
|
199K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-14.4K- 13.97% |
$710K - $772K
|
88.4K
$4.78M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-673- 9.68% |
$33.3K - $36.2K
|
6.28K
$340K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-829- 14.86% |
$41K - $44.6K
|
4.75K
$257K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.31K+ 18.49% |
$312K - $339K
|
40.4K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
491+ 10.49% |
$24.3K - $26.4K
|
5.17K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.25K+ 7.04% |
$61.8K - $67.2K
|
19K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.4K+ 9.08% |
$2.3M - $2.5M
|
558K
$30.2M
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-963- 3.06% |
$47.6K - $51.8K
|
30.5K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
364+ 0.4% |
$18K - $19.6K
|
92.2K
$4.99M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.7K- 61.86% |
$1.52M - $1.65M
|
18.9K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.04K+ 1.09% |
$51.4K - $55.9K
|
96.6K
$5.23M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-45.4K- 4.74% |
$2.24M - $2.44M
|
912K
$49.3M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-99- 1.57% |
$4.89K - $5.32K
|
6.2K
$335K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
905+ 14.52% |
$44.7K - $48.7K
|
7.14K
$386K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
34+ 0.37% |
$1.68K - $1.83K
|
9.33K
$505K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
350New |
$17.3K - $18.8K
|
350
$18.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-574- 0.71% |
$28.4K - $30.9K
|
80.8K
$4.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-519- 0.94% |
$25.7K - $27.9K
|
54.6K
$2.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.66K- 2.04% |
$82.2K - $89.4K
|
80K
$4.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.35K- 48.06% |
$215K - $234K
|
4.7K
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8.57K+ 7.82% |
$424K - $461K
|
118K
$6.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
37.6KNew |
$1.86M - $2.02M
|
37.6K
$2.04M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-886- 5.01% |
$45.1K - $48.2K
|
16.8K
$909K
|
|