Purchases and Sales Made in Q2 2023 in Hartford Multifactor Us Equity (ROUS)
This table provides information about the institutional ownership of Hartford Multifactor Us Equity (ROUS) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
70.4K+ 55.15% |
$2.75M - $2.92M
|
198K
$10.2M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
52.3K+ 1.44% |
$2.04M - $2.16M
|
3.68M
$190M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.57KNew |
$257K - $272K
|
6.57K
$340K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.97KNew |
$194K - $206K
|
4.97K
$257K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.89KNew |
$152K - $161K
|
3.89K
$201K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
3.8K+ 5.58% |
$149K - $158K
|
72K
$3.73M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3K+ 7.3% |
$117K - $124K
|
44.1K
$2.28M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.04K+ 2.09% |
$40.6K - $43K
|
50.8K
$2.63M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
857+ 2.57% |
$33.5K - $35.5K
|
34.2K
$1.77M
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
804+ 4.37% |
$31.4K - $33.3K
|
19.2K
$994K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
425+ 324.43% |
$16.6K - $17.6K
|
556
$28.8K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
42+ 0.06% |
$1.64K - $1.74K
|
75.7K
$3.91M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29+ 0.15% |
$1.13K - $1.2K
|
19K
$981K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.44% |
$313 - $331
|
1.84K
$95K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-74- 1.2% |
$2.89K - $3.07K
|
6.1K
$315K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-146- 0.49% |
$5.71K - $6.05K
|
29.7K
$1.53M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-173- 19.31% |
$6.76K - $7.17K
|
723
$37.4K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-280- 4.49% |
$10.9K - $11.6K
|
5.95K
$308K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-299- 4.18% |
$11.7K - $12.4K
|
6.85K
$354K
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-637- 2.81% |
$24.9K - $26.4K
|
22K
$1.14M
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-982- 16.63% |
$38.4K - $40.7K
|
4.92K
$255K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.74K- 9.68% |
$68K - $72.1K
|
16.2K
$840K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.93K- 16.46% |
$193K - $204K
|
25K
$1.29M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.87K- 17.78% |
$230K - $243K
|
27.2K
$1.41M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.2K- 1.82% |
$360K - $381K
|
497K
$25.7M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.6K- 38.14% |
$493K - $523K
|
20.5K
$1.06M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.8K- 5.72% |
$541K - $573K
|
228K
$11.8M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.3K- 86.95% |
$717K - $760K
|
2.75K
$142K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.5K- 12.26% |
$839K - $890K
|
154K
$7.95M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-33.6K- 26.98% |
$1.31M - $1.39M
|
90.9K
$4.7M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-35.9K- 15.19% |
$1.4M - $1.49M
|
200K
$10.4M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-75.8K- 91.28% |
$2.96M - $3.14M
|
7.24K
$374K
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-127K- 43.74% |
$4.96M - $5.26M
|
163K
$8.44M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-159K- 45.14% |
$6.21M - $6.59M
|
193K
$9.99M
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-238K- 7.97% |
$9.31M - $9.86M
|
2.75M
$142M
|