Purchases and Sales Made in Q3 2024 in Hartford Multifactor Us Equity (ROUS)
This table provides information about the institutional ownership of Hartford Multifactor Us Equity (ROUS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
197K+ 86.77% |
$9.33M - $10.2M
|
423K
$22.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
98.8K+ 96.12% |
$4.68M - $5.12M
|
202K
$10.8M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
80K+ 5086.26% |
$3.79M - $4.15M
|
81.5K
$4.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
67.6K+ 94.36% |
$3.21M - $3.51M
|
139K
$7.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.5K+ 24.9% |
$3.11M - $3.4M
|
329K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
41.8K+ 61.05% |
$1.98M - $2.17M
|
110K
$5.93M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
14.2K+ 20.69% |
$674K - $737K
|
82.9K
$4.46M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.1KNew |
$572K - $626K
|
12.1K
$650K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12K+ 41.82% |
$568K - $621K
|
40.6K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.4KNew |
$494K - $540K
|
10.4K
$560K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.9K+ 8.95% |
$375K - $410K
|
96.2K
$5.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.19K+ 3.77% |
$294K - $321K
|
170K
$9.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.49K+ 137.81% |
$166K - $181K
|
6.03K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.37K+ 56.43% |
$112K - $123K
|
6.57K
$354K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.53KNew |
$72.5K - $79.2K
|
1.53K
$82.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.15K+ 270.12% |
$54.4K - $59.5K
|
1.57K
$84.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
581+ 2.85% |
$27.6K - $30.1K
|
21K
$1.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
481+ 3.12% |
$22.8K - $24.9K
|
15.9K
$855K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
477+ 2.65% |
$22.6K - $24.7K
|
18.5K
$994K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
362+ 4.11% |
$17.2K - $18.8K
|
9.17K
$493K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
135+ 34.35% |
$6.4K - $7K
|
528
$28.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7+ 0.13% |
$332 - $363
|
5.6K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6+ 0.28% |
$285 - $311
|
2.17K
$117K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-5- 0.08% |
$237 - $259
|
6.33K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30- 0.49% |
$1.42K - $1.56K
|
6.11K
$329K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-70- 0.73% |
$3.32K - $3.63K
|
9.59K
$516K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-353- 1.56% |
$16.7K - $18.3K
|
22.3K
$1.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-473- 1.17% |
$22.4K - $24.5K
|
39.8K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.21K- 5.24% |
$57.2K - $62.6K
|
21.8K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.88K- 5.38% |
$89.2K - $97.5K
|
33.1K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.41K- 11.75% |
$114K - $125K
|
18.1K
$975K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.21K- 7.88% |
$247K - $270K
|
60.9K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.37K- 3.3% |
$302K - $331K
|
187K
$10.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.2K- 8.93% |
$389K - $425K
|
83.7K
$4.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.5K- 37.05% |
$782K - $855K
|
28K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-25.4K- 22.04% |
$1.21M - $1.32M
|
89.9K
$4.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-73.2K- 3.47% |
$3.47M - $3.79M
|
2.03M
$110M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-99.8K- 3.85% |
$4.73M - $5.18M
|
2.49M
$134M
|