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
$5.41K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.17KNew |
$263K - $281K
|
5.17K
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.04K- 3.49% |
$358K - $383K
|
194K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
93+ 0.77% |
$4.73K - $5.06K
|
12.2K
$658K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-107- 20.27% |
$5.44K - $5.82K
|
421
$22.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.35K- 23.48% |
$68.7K - $73.4K
|
4.4K
$238K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-160- 0.74% |
$8.14K - $8.7K
|
21.4K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
300New |
$15.3K - $16.3K
|
300
$16.2K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.21K- 5.24% |
$57.2K - $62.6K
|
21.8K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
80K+ 5086.26% |
$3.79M - $4.15M
|
81.5K
$4.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.19K+ 3.77% |
$294K - $321K
|
170K
$9.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
477+ 2.65% |
$22.6K - $24.7K
|
18.5K
$999K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.53KNew |
$72.5K - $79.2K
|
1.53K
$82.7K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-710- 6.99% |
$32.4K - $34.5K
|
9.45K
$511K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.79KNew |
$426K - $472K
|
9.79K
$530K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
391+ 7.87% |
$17K - $18.8K
|
5.36K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.01K+ 2.82% |
$43.9K - $48.7K
|
36.9K
$2M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
10KNew |
$435K - $482K
|
10K
$541K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-1.13K- 5.26% |
$43.7K - $49.8K
|
20.4K
$1.1M
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-321- 4.69% |
$12.9K - $13.6K
|
6.53K
$353K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.89KNew |
$152K - $161K
|
3.89K
$210K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-280- 4.49% |
$10.9K - $11.6K
|
5.95K
$322K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-982- 16.63% |
$38.4K - $40.7K
|
4.92K
$266K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
5.26KNew |
$200K - $216K
|
5.26K
$284K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-2.94K- 13.86% |
$112K - $121K
|
18.3K
$988K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.01K- 25.03% |
$76.4K - $82.5K
|
6K
$325K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-172- 1.66% |
$6.56K - $7.07K
|
10.2K
$552K
|
|
| Q4 2022 | |||||||
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-737- 10.08% |
$26.2K - $30.2K
|
6.57K
$356K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-155- 4.01% |
$5.51K - $6.36K
|
3.71K
$201K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.93KNew |
$68.6K - $79.1K
|
1.93K
$104K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-5.76K- 94.57% |
$205K - $236K
|
331
$17.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
27.7K+ 48.48% |
$985K - $1.14M
|
84.9K
$4.59M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
245+ 1.91% |
$8.65K - $10.2K
|
13.1K
$708K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.22K+ 4.09% |
$43.1K - $50.8K
|
31.1K
$1.68M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
833New |
$29.4K - $34.7K
|
833
$45.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
500New |
$17.7K - $20.8K
|
500
$27.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
2.21KNew |
$78.1K - $91.9K
|
2.21K
$120K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.3KClosed |
$371K - $437K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
315New |
$11.4K - $13.4K
|
315
$17K
|
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-6.97KClosed |
$252K - $297K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-4.81KClosed |
$174K - $205K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-228Closed |
$9.05K - $10.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.93KClosed |
$315K - $349K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
64New |
$2.54K - $2.82K
|
64
$3.46K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2KNew |
$79.8K - $88.2K
|
2K
$108K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-903Closed |
$36K - $38.1K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
57New |
$2.17K - $2.29K
|
57
$3.08K
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-400- 86.96% |
$13.8K - $15.2K
|
60
$3.25K
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.4KClosed |
$82.8K - $90.8K
|
0
$0
|
|