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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-321- 4.69% |
$12.9K - $13.6K
|
6.53K
$352K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.89KNew |
$152K - $161K
|
3.89K
$209K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-280- 4.49% |
$10.9K - $11.6K
|
5.95K
$321K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-982- 16.63% |
$38.4K - $40.7K
|
4.92K
$265K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
5.26KNew |
$200K - $216K
|
5.26K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.34KNew |
$204K - $220K
|
5.34K
$288K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-2.94K- 13.86% |
$112K - $121K
|
18.3K
$983K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.01K- 25.03% |
$76.4K - $82.5K
|
6K
$323K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-172- 1.66% |
$6.56K - $7.07K
|
10.2K
$549K
|
|
| Q4 2022 | |||||||
|
Aug 14, 2023
Q4 2022
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
5.75KNew |
$204K - $236K
|
5.75K
$310K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-737- 10.08% |
$26.2K - $30.2K
|
6.57K
$354K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-155- 4.01% |
$5.51K - $6.36K
|
3.71K
$199K
|
|
|
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
$17.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
27.7K+ 48.48% |
$985K - $1.14M
|
84.9K
$4.57M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
245+ 1.91% |
$8.65K - $10.2K
|
13.1K
$704K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.22K+ 4.09% |
$43.1K - $50.8K
|
31.1K
$1.67M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
833New |
$29.4K - $34.7K
|
833
$44.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
500New |
$17.7K - $20.8K
|
500
$26.9K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-2.5K- 10.39% |
$88.3K - $104K
|
21.6K
$1.16M
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
2.21KNew |
$78.1K - $91.9K
|
2.21K
$119K
|
|
| 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
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.1KNew |
$836K - $928K
|
21.1K
$1.13M
|
|
|
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
$3.45K
|
|
| 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
$3.07K
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-400- 86.96% |
$13.8K - $15.2K
|
60
$3.23K
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.4KClosed |
$82.8K - $90.8K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-500Closed |
$15.5K - $17.6K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.6KClosed |
$343K - $386K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-75Closed |
$2.21K - $2.49K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.25KClosed |
$55.7K - $72.8K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Claybrook Capital, LLC
|
SELL
|
- |
-100KClosed |
$2.47M - $3.23M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-9.75KClosed |
$219K - $340K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-622Closed |
$14K - $21.7K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Regions Financial Corp
|
SELL
|
- |
-8.46KClosed |
$190K - $295K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-191Closed |
$5.99K - $6.45K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-3.59KClosed |
$115K - $117K
|
0
$0
|
|
|
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-92Closed |
$2.94K - $2.99K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-11.8KClosed |
N/A
|
0
$0
|
|