Latest Institutional Purchases of Hartford Multifactor Us Equity (ROUS)
This list provides information on the latest institutional transactions involving Hartford Multifactor Us Equity (ROUS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.8K+ 16.72% |
$3.25M - $3.85M
|
501K
$27.2M
|
|
|
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
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
30.8K+ 121.2% |
$1.4M - $1.66M
|
56.3K
$3.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.4K+ 9.55% |
$788K - $932K
|
199K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15K+ 24.52% |
$681K - $806K
|
76.3K
$4.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.1KNew |
$550K - $652K
|
12.1K
$659K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.8K+ 248.37% |
$535K - $633K
|
16.5K
$898K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8.45K+ 7.15% |
$383K - $453K
|
127K
$6.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.12K+ 32.19% |
$278K - $329K
|
25.1K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.73KNew |
$260K - $307K
|
5.73K
$311K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.49K+ 13.59% |
$249K - $295K
|
45.9K
$2.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.35K+ 103.5% |
$243K - $287K
|
10.5K
$571K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.34KNew |
$197K - $233K
|
4.34K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.5K+ 18.45% |
$159K - $188K
|
22.5K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.38K+ 0.26% |
$108K - $128K
|
914K
$49.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.38K+ 25.5% |
$108K - $128K
|
11.7K
$635K
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
2.28K+ 51.84% |
$103K - $122K
|
6.68K
$363K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
2.14K+ 3.06% |
$96.8K - $115K
|
71.9K
$3.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.94K+ 19.32% |
$87.9K - $104K
|
12K
$650K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1KNew |
$45.4K - $53.7K
|
1K
$54.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
807+ 1.29% |
$36.6K - $43.3K
|
63.3K
$3.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
428New |
$19.4K - $23K
|
428
$23.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
244+ 1.94% |
$11.1K - $13.1K
|
12.8K
$696K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
50+ 0.25% |
$2.27K - $2.68K
|
20.2K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14+ 0.2% |
$635 - $752
|
7.15K
$388K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8+ 0.37% |
$363 - $430
|
2.17K
$118K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
27.2K+ 126.53% |
$1.35M - $1.47M
|
48.8K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.7KNew |
$877K - $954K
|
17.7K
$963K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.87KNew |
$290K - $316K
|
5.87K
$319K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.83K+ 46.15% |
$90.5K - $98.4K
|
5.8K
$315K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
350New |
$17.3K - $18.8K
|
350
$19K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.17KNew |
$263K - $281K
|
5.17K
$281K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
300New |
$15.3K - $16.3K
|
300
$16.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$5.09K - $5.44K
|
100
$5.43K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
93+ 0.77% |
$4.73K - $5.06K
|
12.2K
$660K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
80K+ 5086.26% |
$3.79M - $4.15M
|
81.5K
$4.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.19K+ 3.77% |
$294K - $321K
|
170K
$9.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.53KNew |
$72.5K - $79.2K
|
1.53K
$83K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
477+ 2.65% |
$22.6K - $24.7K
|
18.5K
$1M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
10KNew |
$435K - $482K
|
10K
$543K
|
|
|
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
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
391+ 7.87% |
$17K - $18.8K
|
5.36K
$291K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.89KNew |
$152K - $161K
|
3.89K
$211K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
5.26KNew |
$200K - $216K
|
5.26K
$285K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
27.7K+ 48.48% |
$985K - $1.14M
|
84.9K
$4.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.93KNew |
$68.6K - $79.1K
|
1.93K
$105K
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
2.21KNew |
$78.1K - $91.9K
|
2.21K
$120K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.22K+ 4.09% |
$43.1K - $50.8K
|
31.1K
$1.69M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
500New |
$17.7K - $20.8K
|
500
$27.1K
|
|