Institutional Ownership Hartford Multifactor Us Equity (ROUS)
This table provides information about the institutional ownership of Hartford Multifactor Us Equity (ROUS). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 7.11 Million shares, which have been reported (via 13F filing form) to have a value of $367 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2024 Q3 2024 |
2,491,787
shares
|
$129 Million
11.98% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,034,897
shares
|
$105 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
423,459
shares
|
$21.9 Million
0.01% of portfolio
|
Q3 2024
Added 86.77%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
328,701
shares
|
$17 Million
0.0% of portfolio
|
Q3 2024
Added 24.9%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
201,528
shares
|
$10.4 Million
0.32% of portfolio
|
Q3 2024
Added 96.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
186,970
shares
|
$9.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
170,272
shares
|
$8.79 Million
0.01% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
139,297
shares
|
$7.19 Million
0.01% of portfolio
|
Q3 2024
Added 94.36%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
110,179
shares
|
$5.69 Million
0.0% of portfolio
|
Q3 2024
Added 61.05%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
96,157
shares
|
$4.97 Million
0.29% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
89,937
shares
|
$4.64 Million
0.03% of portfolio
|
Q3 2024
Reduced 22.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
83,673
shares
|
$4.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
82,850
shares
|
$4.28 Million
0.89% of portfolio
|
Q3 2024
Added 20.69%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
81,528
shares
|
$4.21 Million
0.0% of portfolio
|
Q3 2024
Added 5086.26%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
60,918
shares
|
$3.15 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
55,156
shares
|
$2.85 Million
1.13% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
40,592
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2024
Added 41.82%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
39,842
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
33,103
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
31,072
shares
|
$1.6 Million
0.05% of portfolio
|
Q3 2022
Added 4.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
28,004
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 37.05%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
22,293
shares
|
$1.15 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
21,839
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
21,560
shares
|
$1.11 Million
0.28% of portfolio
|
Q3 2022
Reduced 10.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
20,994
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Added 2.85%
|