Purchases and Sales Made in Q4 2023 in Hartford Multifactor Us Equity (ROUS)
This table provides information about the institutional ownership of Hartford Multifactor Us Equity (ROUS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
189KNew |
$7.31M - $8.32M
|
189K
$9.77M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
69.2KNew |
$2.68M - $3.05M
|
69.2K
$3.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
42.7KNew |
$1.65M - $1.88M
|
42.7K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38K+ 18.69% |
$1.47M - $1.68M
|
242K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.9KNew |
$772K - $879K
|
19.9K
$1.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
11.4K+ 22.98% |
$441K - $502K
|
61K
$3.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.69K+ 18.84% |
$220K - $251K
|
35.9K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.97KNew |
$192K - $219K
|
4.97K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.58K+ 38.61% |
$177K - $202K
|
16.4K
$851K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.54K+ 66.04% |
$176K - $200K
|
11.4K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.58K+ 7.63% |
$99.8K - $114K
|
36.3K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.49K+ 10.61% |
$96.2K - $110K
|
25.9K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.3K+ 12.75% |
$88.9K - $101K
|
20.3K
$1.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.29K+ 1.08% |
$88.5K - $101K
|
213K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
921+ 13.95% |
$35.7K - $40.6K
|
7.52K
$389K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
727+ 1.1% |
$28.1K - $32K
|
66.6K
$3.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
612New |
$23.7K - $27K
|
612
$31.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
118+ 6.39% |
$4.57K - $5.2K
|
1.96K
$102K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-24- 0.39% |
$929 - $1.06K
|
6.15K
$318K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-119- 1.64% |
$4.61K - $5.24K
|
7.12K
$368K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-785- 4.19% |
$30.4K - $34.6K
|
18K
$929K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.11K- 1.58% |
$42.9K - $48.9K
|
69.2K
$3.58M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-1.13K- 5.26% |
$43.7K - $49.8K
|
20.4K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.36K- 5.45% |
$52.5K - $59.8K
|
23.5K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.47K- 1.73% |
$328K - $373K
|
482K
$24.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.6K- 11.12% |
$410K - $466K
|
84.6K
$4.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.2K- 62.58% |
$548K - $624K
|
8.47K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.1K- 78.58% |
$583K - $664K
|
4.11K
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-21.4K- 24.29% |
$827K - $941K
|
66.6K
$3.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.7K- 49.97% |
$877K - $998K
|
22.7K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24.9K- 10.94% |
$965K - $1.1M
|
203K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.4K- 16.93% |
$983K - $1.12M
|
125K
$6.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31K- 77.63% |
$1.2M - $1.37M
|
8.93K
$462K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-82.7K- 77.0% |
$3.2M - $3.64M
|
24.7K
$1.28M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-139K- 52.67% |
$5.37M - $6.11M
|
125K
$6.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-146K- 5.33% |
$5.64M - $6.42M
|
2.59M
$134M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-637K- 21.22% |
$24.7M - $28.1M
|
2.36M
$122M
|