Latest Institutional Purchases of Hartford Multifactor Emerging (ROAM)
This list provides information on the latest institutional transactions involving Hartford Multifactor Emerging (ROAM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
203K+ 764.35% |
$4.61M - $5.25M
|
229K
$5.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
97.2KNew |
$2.21M - $2.52M
|
97.2K
$2.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
65KNew |
$1.48M - $1.68M
|
65K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63.4K+ 271.51% |
$1.44M - $1.64M
|
86.7K
$2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.5K+ 22.74% |
$965K - $1.1M
|
229K
$5.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.86K+ 36.79% |
$111K - $126K
|
18.1K
$418K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.7K+ 29.0% |
$107K - $122K
|
20.9K
$483K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.16K+ 21.93% |
$49K - $55.7K
|
12K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.87K+ 12.16% |
$42.6K - $48.5K
|
17.3K
$399K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
409+ 3.68% |
$9.3K - $10.6K
|
11.5K
$266K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
243+ 0.77% |
$5.53K - $6.29K
|
31.9K
$737K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
190+ 0.39% |
$4.32K - $4.92K
|
49K
$1.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.4KNew |
$980K - $1.07M
|
43.4K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.5KNew |
$373K - $406K
|
16.5K
$381K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.43KNew |
$32.2K - $35.1K
|
1.43K
$33K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2New |
$45.2 - $49.1
|
2
$46.2
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.8K+ 89.85% |
$485K - $539K
|
50.2K
$1.16M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
259+ 0.49% |
$5.28K - $5.88K
|
53.3K
$1.23M
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
11+ 1.66% |
$224 - $240
|
675
$15.6K
|
|
| Q1 2023 | |||||||
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.08KNew |
$21.1K - $22.9K
|
1.08K
$24.9K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
85New |
$1.66K - $1.8K
|
85
$1.96K
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 1.75% |
$60.2 - $71.7
|
174
$4.02K
|
|