Purchases and Sales Made in Q1 2025 in Hartford Multifactor Us Equity (ROUS)
This table provides information about the institutional ownership of Hartford Multifactor Us Equity (ROUS) during Q1 2025. 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 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
69.8KNew |
$3.45M - $3.75M
|
69.8K
$3.81M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
61.7K+ 8081.81% |
$3.05M - $3.32M
|
62.5K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.4K+ 313.53% |
$2.3M - $2.5M
|
61.2K
$3.34M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.4K+ 9.08% |
$2.3M - $2.5M
|
558K
$30.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43.1K+ 92.39% |
$2.13M - $2.32M
|
89.7K
$4.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
37.6KNew |
$1.86M - $2.02M
|
37.6K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.7K+ 8.78% |
$1.71M - $1.86M
|
429K
$23.4M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
27.2K+ 126.53% |
$1.35M - $1.47M
|
48.8K
$2.66M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
25K+ 6421.79% |
$1.24M - $1.35M
|
25.4K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.7KNew |
$877K - $954K
|
17.7K
$968K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
12.6KNew |
$622K - $676K
|
12.6K
$687K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8.57K+ 7.82% |
$424K - $461K
|
118K
$6.45M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.31K+ 18.49% |
$312K - $339K
|
40.4K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.87KNew |
$290K - $316K
|
5.87K
$321K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.36K+ 1.71% |
$166K - $181K
|
199K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.83K+ 46.15% |
$90.5K - $98.4K
|
5.8K
$316K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.25K+ 7.04% |
$61.8K - $67.2K
|
19K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.04K+ 1.09% |
$51.4K - $55.9K
|
96.6K
$5.27M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
905+ 14.52% |
$44.7K - $48.7K
|
7.14K
$390K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
836+ 144.14% |
$41.3K - $45K
|
1.42K
$77.3K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
783+ 8.47% |
$38.7K - $42.1K
|
10K
$547K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
615+ 3.15% |
$30.4K - $33.1K
|
20.1K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
491+ 10.49% |
$24.3K - $26.4K
|
5.17K
$282K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
364+ 0.4% |
$18K - $19.6K
|
92.2K
$5.03M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
350New |
$17.3K - $18.8K
|
350
$19.1K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
99+ 2.27% |
$4.89K - $5.32K
|
4.45K
$243K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
34+ 0.37% |
$1.68K - $1.83K
|
9.33K
$509K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8+ 0.37% |
$396 - $430
|
2.16K
$118K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-99- 1.57% |
$4.89K - $5.32K
|
6.2K
$339K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-217- 1.13% |
$10.7K - $11.7K
|
19K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-369- 2.04% |
$18.2K - $19.8K
|
17.7K
$966K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-445- 1.04% |
$22K - $23.9K
|
42.3K
$2.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-472- 0.32% |
$23.3K - $25.4K
|
148K
$8.07M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-506- 0.91% |
$25K - $27.2K
|
55.3K
$3.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-519- 0.94% |
$25.7K - $27.9K
|
54.6K
$2.98M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-532- 1.31% |
$26.3K - $28.6K
|
40.1K
$2.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-574- 0.71% |
$28.4K - $30.9K
|
80.8K
$4.41M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-673- 9.68% |
$33.3K - $36.2K
|
6.28K
$343K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-829- 14.86% |
$41K - $44.6K
|
4.75K
$259K
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-963- 3.06% |
$47.6K - $51.8K
|
30.5K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.37K- 0.75% |
$67.8K - $73.7K
|
182K
$9.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.66K- 2.04% |
$82.2K - $89.4K
|
80K
$4.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.35K- 48.06% |
$215K - $234K
|
4.7K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-14.4K- 13.97% |
$710K - $772K
|
88.4K
$4.82M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-14.5K- 97.38% |
$717K - $780K
|
390
$21.3K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-25.3K- 12.82% |
$1.25M - $1.36M
|
172K
$9.38M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.7K- 61.86% |
$1.52M - $1.65M
|
18.9K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-40.6K- 1.72% |
$2.01M - $2.19M
|
2.32M
$127M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-45.4K- 4.74% |
$2.24M - $2.44M
|
912K
$49.8M
|