Latest Institutional Sells of Hartford Multifactor Emerging (ROAM)
This list provides information on the latest institutional transactions involving Hartford Multifactor Emerging (ROAM) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-78.3K- 82.83% |
$1.78M - $2.03M
|
16.2K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-36.6K- 45.61% |
$832K - $947K
|
43.6K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-35.4K- 66.25% |
$805K - $916K
|
18K
$417K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.69K- 92.48% |
$61.3K - $69.7K
|
219
$5.06K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-54- 98.18% |
$1.23K - $1.4K
|
1
$23.1
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-19.4K- 26.51% |
$438K - $476K
|
53.8K
$1.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.43K- 98.96% |
$32.2K - $35.1K
|
15
$347
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-808- 49.91% |
$18.3K - $19.9K
|
811
$18.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-188- 0.35% |
$4.25K - $4.62K
|
53.1K
$1.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2- 1.61% |
$45.2 - $49.1
|
122
$2.82K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-63.3K- 80.77% |
$1.34M - $1.49M
|
15.1K
$348K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-800- 5.8% |
$16.3K - $18.2K
|
13K
$300K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-89.1K- 58.94% |
$1.85M - $2.02M
|
62.1K
$1.43M
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1- 0.01% |
$20.3 - $21.8
|
13.8K
$320K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-301- 2.93% |
$5.87K - $6.38K
|
9.98K
$230K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-184- 9.73% |
$3.31K - $3.79K
|
1.71K
$39.5K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-31.6KClosed |
$634K - $756K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1K- 45.45% |
$22K - $24.7K
|
1.2K
$27.7K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-200Closed |
$4.39K - $4.94K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.48KClosed |
$155K - $163K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.09KClosed |
$50.4K - $53.8K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.77KClosed |
$186K - $201K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-193KClosed |
$3.77M - $4.43M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-507Closed |
$9.77K - $10.6K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-148Closed |
$2.85K - $3.08K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-24.9KClosed |
$396K - $508K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.05KClosed |
$32.6K - $41.9K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.3KClosed |
$20.7K - $26.6K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-171KClosed |
$2.46M - $4.03M
|
0
$0
|
|
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.8KClosed |
$213K - $349K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-43Closed |
$620 - $1.01K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 08, 2019
Q3 2019
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.15KClosed |
$202K - $209K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-322Closed |
$7.1K - $7.37K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 01, 2019
Q2 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-15.2KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.1KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.96KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 02, 2019
Q1 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-29.3KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Dec 21, 2023
Q1 2018
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|