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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.21K- 7.88% |
$247K - $270K
|
60.9K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30- 0.49% |
$1.42K - $1.56K
|
6.11K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
41.8K+ 61.05% |
$1.98M - $2.17M
|
110K
$5.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-73.2K- 3.47% |
$3.47M - $3.79M
|
2.03M
$110M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.37K- 3.3% |
$302K - $331K
|
187K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.5K+ 24.9% |
$3.11M - $3.4M
|
329K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.49K+ 137.81% |
$166K - $181K
|
6.03K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.4KNew |
$494K - $540K
|
10.4K
$560K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6+ 0.28% |
$285 - $311
|
2.17K
$117K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12K+ 41.82% |
$568K - $621K
|
40.6K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
67.6K+ 94.36% |
$3.21M - $3.51M
|
139K
$7.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-25.4K- 22.04% |
$1.21M - $1.32M
|
89.9K
$4.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.5K- 37.05% |
$782K - $855K
|
28K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.41K- 11.75% |
$114K - $125K
|
18.1K
$975K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.21K- 5.24% |
$57.2K - $62.6K
|
21.8K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.15K+ 270.12% |
$54.4K - $59.5K
|
1.57K
$84.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.9K+ 8.95% |
$375K - $410K
|
96.2K
$5.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
362+ 4.11% |
$17.2K - $18.8K
|
9.17K
$493K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.37K+ 56.43% |
$112K - $123K
|
6.57K
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-99.8K- 3.85% |
$4.73M - $5.18M
|
2.49M
$134M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
197K+ 86.77% |
$9.33M - $10.2M
|
423K
$22.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.2K- 8.93% |
$389K - $425K
|
83.7K
$4.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
481+ 3.12% |
$22.8K - $24.9K
|
15.9K
$855K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-473- 1.17% |
$22.4K - $24.5K
|
39.8K
$2.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
135+ 34.35% |
$6.4K - $7K
|
528
$28.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7+ 0.13% |
$332 - $363
|
5.6K
$302K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
80K+ 5086.26% |
$3.79M - $4.15M
|
81.5K
$4.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-70- 0.73% |
$3.32K - $3.63K
|
9.59K
$516K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.19K+ 3.77% |
$294K - $321K
|
170K
$9.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
477+ 2.65% |
$22.6K - $24.7K
|
18.5K
$994K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.88K- 5.38% |
$89.2K - $97.5K
|
33.1K
$1.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
581+ 2.85% |
$27.6K - $30.1K
|
21K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
98.8K+ 96.12% |
$4.68M - $5.12M
|
202K
$10.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.53KNew |
$72.5K - $79.2K
|
1.53K
$82.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-5- 0.08% |
$237 - $259
|
6.33K
$341K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-353- 1.56% |
$16.7K - $18.3K
|
22.3K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
14.2K+ 20.69% |
$674K - $737K
|
82.9K
$4.46M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.85K- 28.84% |
$130K - $138K
|
7.03K
$378K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-710- 6.99% |
$32.4K - $34.5K
|
9.45K
$509K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-378- 54.39% |
$17.2K - $18.4K
|
317
$17.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-261- 4.45% |
$11.9K - $12.7K
|
5.6K
$302K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
59.6KNew |
$2.59M - $2.87M
|
59.6K
$3.21M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.79KNew |
$426K - $472K
|
9.79K
$527K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
391+ 7.87% |
$17K - $18.8K
|
5.36K
$288K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.01K+ 2.82% |
$43.9K - $48.7K
|
36.9K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
10KNew |
$435K - $482K
|
10K
$538K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.9KNew |
$772K - $879K
|
19.9K
$1.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-1.13K- 5.26% |
$43.7K - $49.8K
|
20.4K
$1.1M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1K- 20.0% |
$40.1K - $42.5K
|
4K
$215K
|
|