Institutional Ownership Hartford Multifactor Us Equity (ROUS)
This table provides information about the institutional ownership of Hartford Multifactor Us Equity (ROUS). We have compiled data on the 62 institutions that hold shares in the stock, with a total of 6.71 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,362,695
shares
|
$118 Million
0.03% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
May 05, 2025 Q1 2025 |
911,989
shares
|
$45.7 Million
4.5% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
557,508
shares
|
$27.9 Million
0.01% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
394,453
shares
|
$19.8 Million
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
197,039
shares
|
$9.88 Million
0.02% of portfolio
|
Q4 2024
Added 41.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
195,867
shares
|
$9.82 Million
0.0% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
194,488
shares
|
$9.75 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
183,199
shares
|
$9.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
170,272
shares
|
$8.53 Million
0.01% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
147,816
shares
|
$7.41 Million
1.5% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
118,126
shares
|
$5.92 Million
0.41% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
102,703
shares
|
$5.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
96,569
shares
|
$4.84 Million
0.03% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
92,187
shares
|
$4.62 Million
0.03% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
80,826
shares
|
$4.05 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
80,008
shares
|
$4.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
69,798
shares
|
$3.5 Million
0.79% of portfolio
|
Q1 2025
New holding
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Feb 14, 2025 Q4 2024 |
57,644
shares
|
$2.89 Million
3.05% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
55,829
shares
|
$2.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
54,587
shares
|
$2.74 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
46,623
shares
|
$2.34 Million
0.0% of portfolio
|
Q4 2024
Added 14.86%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
42,296
shares
|
$2.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
40,598
shares
|
$2.03 Million
0.0% of portfolio
|
Q4 2024
Added 289.95%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
37,649
shares
|
$1.89 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
34,106
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
Added 3.03%
|