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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
143KNew |
$4.79M - $5.14M
|
143K
$5.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-2.02K- 5.42% |
$67.8K - $72.7K
|
35.3K
$1.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-414- 25.34% |
$13.9K - $14.9K
|
1.22K
$44.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-58.3K- 3.08% |
$1.96M - $2.1M
|
1.84M
$66.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
25.2KNew |
$846K - $907K
|
25.2K
$916K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.9K- 76.11% |
$599K - $642K
|
5.61K
$204K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-611- 86.79% |
$20.5K - $22K
|
93
$3.38K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.03K- 11.91% |
$102K - $109K
|
22.4K
$815K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.27KNew |
$210K - $225K
|
6.27K
$228K
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.07K- 1.9% |
$69.2K - $74.2K
|
106K
$3.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.7K- 38.42% |
$794K - $851K
|
38K
$1.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-342- 10.32% |
$11.5K - $12.3K
|
2.97K
$108K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
46.7K+ 34.26% |
$1.57M - $1.68M
|
183K
$6.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
56.9K+ 66.07% |
$1.91M - $2.05M
|
143K
$5.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.66K+ 216.28% |
$190K - $203K
|
8.27K
$301K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.38K+ 0.45% |
$46.2K - $49.6K
|
309K
$11.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-738- 3.92% |
$24.7K - $26.5K
|
18.1K
$657K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.43KNew |
$81.3K - $87.2K
|
2.43K
$88.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
155+ 1.0% |
$5.2K - $5.57K
|
15.7K
$569K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-815- 0.48% |
$27.3K - $29.3K
|
168K
$6.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
141+ 2.16% |
$4.73K - $5.07K
|
6.68K
$243K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-106- 1.56% |
$3.55K - $3.81K
|
6.7K
$243K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-12.4K- 12.45% |
$417K - $447K
|
87.4K
$3.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-87- 1.17% |
$2.92K - $3.13K
|
7.35K
$267K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.84K+ 0.3% |
$196K - $210K
|
1.98M
$71.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.27K- 3.7% |
$76K - $81.5K
|
58.9K
$2.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
5.82KNew |
$195K - $209K
|
5.82K
$211K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-17- 5.25% |
$570 - $611
|
307
$11.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
62.8K+ 1.61% |
$2.11M - $2.26M
|
3.96M
$144M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
12.5K+ 2.89% |
$419K - $449K
|
445K
$16.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1- 4.17% |
$33.5 - $36
|
23
$835
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-633- 26.21% |
$21.2K - $22.8K
|
1.78K
$64.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.31K+ 1.72% |
$44K - $47.1K
|
77.7K
$2.82M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
3.3K+ 4.95% |
$111K - $119K
|
69.9K
$2.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
124+ 3.93% |
$4.16K - $4.46K
|
3.28K
$119K
|
|
|
Oct 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-546- 0.82% |
$18.3K - $19.6K
|
65.9K
$2.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.44K- 12.21% |
$81.7K - $87.6K
|
17.5K
$636K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.26K+ 776.54% |
$42.2K - $45.2K
|
1.42K
$51.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
828+ 3.46% |
$27.8K - $29.8K
|
24.8K
$900K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-17K- 90.01% |
$570K - $611K
|
1.89K
$68.5K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-50.3K- 25.13% |
$1.42M - $1.72M
|
150K
$5.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
114New |
$3.22K - $3.9K
|
114
$4.14K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
139K+ 214.89% |
$3.91M - $4.74M
|
203K
$7.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
677+ 8.38% |
$19.1K - $23.2K
|
8.76K
$318K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
102+ 2.64% |
$2.88K - $3.49K
|
3.96K
$144K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
724New |
$20.4K - $24.8K
|
724
$26.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.97K- 0.63% |
$55.6K - $67.4K
|
311K
$11.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
364+ 1.7% |
$10.3K - $12.5K
|
21.8K
$791K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-100- 1.24% |
$2.82K - $3.42K
|
7.99K
$290K
|
|