Purchases and Sales Made in Q1 2024 in Hartford Multifactor Us Equity (ROUS)
This table provides information about the institutional ownership of Hartford Multifactor Us Equity (ROUS) during Q1 2024. The information is specifically focused on institutions that hold shares of HARTFORD MULTIFACTOR US EQUITY.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
110K+ 17916.34% |
$4.77M - $5.28M
|
110K
$5.94M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
79.8K+ 64.08% |
$3.47M - $3.85M
|
204K
$11M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
79.8K+ 64.08% |
$3.47M - $3.85M
|
204K
$11M
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
59.6KNew |
$2.59M - $2.87M
|
59.6K
$3.21M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44KNew |
$1.91M - $2.12M
|
44K
$2.37M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33.2K+ 91.25% |
$1.44M - $1.6M
|
69.5K
$3.74M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.1K+ 13.28% |
$1.39M - $1.55M
|
274K
$14.7M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.8K+ 45.94% |
$1.38M - $1.53M
|
101K
$5.43M
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
18.7K+ 30.71% |
$814K - $902K
|
79.7K
$4.29M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.7K+ 13.86% |
$509K - $565K
|
96.3K
$5.18M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.1K+ 112.74% |
$438K - $485K
|
19K
$1.02M
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
10KNew |
$435K - $482K
|
10K
$538K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.79KNew |
$426K - $472K
|
9.79K
$527K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.52K+ 336.11% |
$370K - $410K
|
11.1K
$595K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.94K+ 169.01% |
$302K - $335K
|
11.1K
$595K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.06K+ 24.56% |
$264K - $292K
|
30.8K
$1.66M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.47KNew |
$238K - $264K
|
5.47K
$295K
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.16K+ 0.08% |
$94K - $104K
|
2.59M
$140M
|
|
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
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
391+ 7.87% |
$17K - $18.8K
|
5.36K
$288K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
292+ 14.87% |
$12.7K - $14.1K
|
2.26K
$121K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
231+ 1.29% |
$10K - $11.1K
|
18.2K
$979K
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
190+ 3.09% |
$8.26K - $9.15K
|
6.34K
$341K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
122+ 0.29% |
$5.3K - $5.88K
|
42.9K
$2.31M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-8- 0.01% |
$348 - $385
|
66.6K
$3.59M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-24- 0.1% |
$1.04K - $1.16K
|
23.5K
$1.27M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28- 3.87% |
$1.22K - $1.35K
|
695
$37.4K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-131- 23.56% |
$5.69K - $6.31K
|
425
$22.9K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-342- 0.51% |
$14.9K - $16.5K
|
66.3K
$3.57M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-544- 2.1% |
$23.6K - $26.2K
|
25.4K
$1.37M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-801- 7.02% |
$34.8K - $38.6K
|
10.6K
$571K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.26K- 17.63% |
$54.6K - $60.5K
|
5.86K
$316K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.34K- 5.91% |
$58.3K - $64.6K
|
21.3K
$1.15M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.38K- 18.35% |
$60K - $66.5K
|
6.14K
$331K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.79K- 32.91% |
$121K - $134K
|
5.68K
$306K
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.97K- 24.48% |
$216K - $240K
|
15.3K
$825K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.06K- 2.49% |
$220K - $244K
|
198K
$10.7M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.57K- 39.95% |
$286K - $317K
|
9.88K
$532K
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-12.6K- 6.65% |
$546K - $605K
|
176K
$9.49M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-58.8K- 22.34% |
$2.56M - $2.83M
|
204K
$11M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-90.3K- 3.82% |
$3.93M - $4.35M
|
2.27M
$122M
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-185K- 86.82% |
$8.06M - $8.93M
|
28.1K
$1.51M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-208K- 43.19% |
$9.04M - $10M
|
274K
$14.7M
|