Latest Institutional Transactions on Hartford Multifactor Developed (RODM)
This table provides information on the latest institutional transactions involving Hartford Multifactor Developed (RODM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.56K+ 0.95% |
$214K - $230K
|
805K
$24.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.83K+ 3.76% |
$80.2K - $86K
|
78K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.33K+ 1.38% |
$94.3K - $101K
|
244K
$7.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6+ 1.98% |
$170 - $183
|
309
$9.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
17.1K+ 3.86% |
$486K - $522K
|
462K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-18.5K- 29.22% |
$525K - $563K
|
44.8K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-29.5K- 38.39% |
$837K - $898K
|
47.4K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-181K- 6.25% |
$5.14M - $5.51M
|
2.72M
$82.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.1K- 50.25% |
$314K - $337K
|
11K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.5K- 4.19% |
$42.6K - $45.7K
|
34.3K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.28K+ 5.14% |
$235K - $252K
|
170K
$5.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.93K- 14.96% |
$83.2K - $89.2K
|
16.7K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.9K+ 120.49% |
$1.07M - $1.15M
|
69.3K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-43.1K- 84.75% |
$1.22M - $1.31M
|
7.76K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
151+ 1.22% |
$4.28K - $4.59K
|
12.5K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-4.59K- 58.08% |
$130K - $140K
|
3.32K
$100K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-61.4K- 1.82% |
$1.74M - $1.87M
|
3.31M
$99.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
197KNew |
$5.6M - $6.01M
|
197K
$5.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26.6K+ 5.63% |
$756K - $810K
|
500K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.18K- 1.61% |
$33.3K - $35.7K
|
71.9K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
96.6KNew |
$2.74M - $2.94M
|
96.6K
$2.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
58.4K+ 1.11% |
$1.66M - $1.78M
|
5.31M
$160M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.5K- 10.79% |
$326K - $350K
|
95.1K
$2.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
209+ 0.89% |
$5.93K - $6.36K
|
23.8K
$718K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.4K- 2.47% |
$68.1K - $73K
|
94.7K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.4K+ 3.98% |
$1M - $1.08M
|
926K
$28M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.06K- 0.57% |
$30.1K - $32.3K
|
187K
$5.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-738- 7.67% |
$20.9K - $22.4K
|
8.88K
$268K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-2.88K- 13.44% |
$81.6K - $87.5K
|
18.5K
$560K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.63K- 15.97% |
$46.3K - $49.6K
|
8.58K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-980- 92.89% |
$27.8K - $29.8K
|
75
$2.26K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
51.7K+ 14.1% |
$1.46M - $1.57M
|
418K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.98K- 2.7% |
$84.6K - $90.7K
|
108K
$3.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.28K- 11.52% |
$150K - $161K
|
40.5K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.03K- 4.68% |
$114K - $123K
|
82.1K
$2.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.62K- 10.73% |
$159K - $171K
|
46.7K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
867KNew |
$24.6M - $26.4M
|
867K
$26.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2K- 11.54% |
$56.6K - $60.7K
|
15.3K
$462K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
157KNew |
$4.46M - $4.78M
|
157K
$4.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.1K+ 1.29% |
$287K - $308K
|
793K
$23.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2- 0.02% |
$56.7 - $60.8
|
11.8K
$355K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27- 0.61% |
$766 - $821
|
4.41K
$133K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.52K- 3.62% |
$71.3K - $76.5K
|
67K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.77K- 1.73% |
$78.5K - $84.2K
|
157K
$4.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-330- 1.21% |
$9.36K - $10K
|
27K
$816K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-767- 4.11% |
$21.8K - $23.3K
|
17.9K
$541K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.29K- 4.34% |
$36.5K - $39.1K
|
28.3K
$855K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.3K- 3.14% |
$291K - $312K
|
317K
$9.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
44.3K+ 1.36% |
$1.26M - $1.35M
|
3.32M
$100M
|