Institutional Ownership Lattice Strategies Tr Hartford (HDUS)
This table provides information about the institutional ownership of Lattice Strategies Tr Hartford (HDUS). We have compiled data on the 29 institutions that hold shares in the stock, with a total of 2.09 Million shares, which have been reported (via 13F filing form) to have a value of $0.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
700,729
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 14.46%
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
615,777
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
284,902
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.98%
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
161,340
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
114,667
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 213.67%
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
86,629
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
32,178
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
19,251
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 23.3%
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
12,141
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 7.82%
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
10,647
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
7,677
shares
|
$0
0.02% of portfolio
|
Q3 2024
Added 1.76%
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
6,188
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
5,510
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,332
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 24.53%
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
5,332
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 24.53%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,050
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,929
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
3,920
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
1,774
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 34.66%
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
818
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 77.06%
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
540
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
503
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
121
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
110
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
87
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|