Purchases and Sales Made in Q2 2025 in Hartford Multifactor Us Equity (ROUS)
This table provides information about the institutional ownership of Hartford Multifactor Us Equity (ROUS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.8K+ 16.72% |
$3.25M - $3.85M
|
501K
$28.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
34.8K+ 2454.8% |
$1.58M - $1.87M
|
36.2K
$2.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
30.8K+ 121.2% |
$1.4M - $1.66M
|
56.3K
$3.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.4K+ 9.55% |
$788K - $932K
|
199K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15K+ 24.52% |
$681K - $806K
|
76.3K
$4.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.1KNew |
$550K - $652K
|
12.1K
$688K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.8K+ 248.37% |
$535K - $633K
|
16.5K
$938K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8.45K+ 7.15% |
$383K - $453K
|
127K
$7.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.12K+ 32.19% |
$278K - $329K
|
25.1K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.73KNew |
$260K - $307K
|
5.73K
$325K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.49K+ 13.59% |
$249K - $295K
|
45.9K
$2.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.35K+ 103.5% |
$243K - $287K
|
10.5K
$597K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.34KNew |
$197K - $233K
|
4.34K
$246K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.03K+ 23.97% |
$183K - $216K
|
20.8K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.5K+ 18.45% |
$159K - $188K
|
22.5K
$1.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.38K+ 0.26% |
$108K - $128K
|
914K
$51.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.38K+ 25.5% |
$108K - $128K
|
11.7K
$664K
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
2.28K+ 51.84% |
$103K - $122K
|
6.68K
$379K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
2.14K+ 3.06% |
$96.8K - $115K
|
71.9K
$4.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.94K+ 19.32% |
$87.9K - $104K
|
12K
$678K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1KNew |
$45.4K - $53.7K
|
1K
$56.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
807+ 1.29% |
$36.6K - $43.3K
|
63.3K
$3.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
428New |
$19.4K - $23K
|
428
$24.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
244+ 1.94% |
$11.1K - $13.1K
|
12.8K
$727K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
50+ 0.25% |
$2.27K - $2.68K
|
20.2K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14+ 0.2% |
$635 - $752
|
7.15K
$405K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8+ 0.37% |
$363 - $430
|
2.17K
$123K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-50- 0.12% |
$2.27K - $2.68K
|
42.2K
$2.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-82- 0.1% |
$3.72K - $4.4K
|
79.9K
$4.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-150- 0.27% |
$6.8K - $8.05K
|
54.4K
$3.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-185- 4.15% |
$8.39K - $9.93K
|
4.27K
$242K
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-288- 0.94% |
$13.1K - $15.5K
|
30.2K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-789- 8.06% |
$35.8K - $42.4K
|
9K
$510K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-833- 2.21% |
$37.8K - $44.7K
|
36.8K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-886- 5.01% |
$40.2K - $47.6K
|
16.8K
$953K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.52K- 24.14% |
$68.8K - $81.4K
|
4.76K
$270K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.59K- 8.43% |
$72.3K - $85.5K
|
17.3K
$981K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.93K- 2.39% |
$87.7K - $104K
|
78.9K
$4.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.28K- 4.12% |
$103K - $122K
|
53K
$3.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.82K- 7.4% |
$309K - $366K
|
85.4K
$4.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.26K- 1.48% |
$375K - $444K
|
549K
$31.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.8K- 12.04% |
$490K - $580K
|
78.9K
$4.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-14.5K- 16.37% |
$656K - $776K
|
73.9K
$4.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.5K- 48.62% |
$884K - $1.05M
|
20.6K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-19.7K- 13.31% |
$892K - $1.06M
|
128K
$7.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.3K- 0.92% |
$965K - $1.14M
|
2.3M
$130M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.9K- 12.76% |
$994K - $1.18M
|
150K
$8.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-34.4K- 17.28% |
$1.56M - $1.85M
|
165K
$9.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-89.9K- 93.13% |
$4.08M - $4.83M
|
6.63K
$376K
|