Institutional Ownership Hartford Multifactor Developed (RODM)
This table provides information about the institutional ownership of Hartford Multifactor Developed (RODM). We have compiled data on the 113 institutions that hold shares in the stock, with a total of 32.3 Million shares, which have been reported (via 13F filing form) to have a value of $946 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
14,823
shares
|
$433,572
0.09% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
12,393
shares
|
$362,495
0.07% of portfolio
|
Q3 2024
Reduced 34.58%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
11,755
shares
|
$343,833
0.03% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
11,394
shares
|
$333,274
0.14% of portfolio
|
Q2 2022
Added 2.88%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
11,093
shares
|
$324,470
0.03% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
10,529
shares
|
$307,973
0.04% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,212
shares
|
$298,701
0.0% of portfolio
|
Q3 2024
Reduced 32.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
9,618
shares
|
$281,326
0.0% of portfolio
|
Q3 2024
Reduced 19.84%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
8,319
shares
|
$243,330
0.01% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
8,292
shares
|
$242,541
0.1% of portfolio
|
Q4 2022
Added 0.22%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
8,175
shares
|
$239,118
0.1% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
7,907
shares
|
$231,279
0.0% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
7,725
shares
|
$225,956
0.0% of portfolio
|
Q3 2024
Reduced 98.34%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
7,351
shares
|
$215,016
0.01% of portfolio
|
Q2 2024
Reduced 23.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
7,085
shares
|
$207,236
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
6,857
shares
|
$200,567
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
5,699
shares
|
$166,695
0.01% of portfolio
|
Q4 2024
Reduced 27.23%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,243
shares
|
$153,357
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,878
shares
|
$142,681
0.18% of portfolio
|
Q2 2022
Added 0.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,441
shares
|
$129,899
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,862
shares
|
$112,963
0.0% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
3,787
shares
|
$110,769
0.02% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
3,030
shares
|
$88,627
0.03% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,280
shares
|
$66,690
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,084
shares
|
$60,957
0.01% of portfolio
|
Q2 2024
Added 7.09%
|