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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-173- 4.29% |
$4.73K - $5.33K
|
3.86K
$117K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
6.72KNew |
$184K - $207K
|
6.72K
$203K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.51K- 12.15% |
$67.4K - $72.3K
|
18.1K
$547K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
52New |
$1.4K - $1.5K
|
52
$1.57K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.1K- 21.98% |
$56.5K - $60.6K
|
7.45K
$225K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
138+ 7.09% |
$3.71K - $3.98K
|
2.08K
$62.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-853- 86.51% |
$22.9K - $24.6K
|
133
$4.02K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1.83KNew |
$49.1K - $52.7K
|
1.83K
$55.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-177K- 26.64% |
$4.75M - $5.09M
|
486K
$14.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
405New |
$10.9K - $11.7K
|
405
$12.2K
|
|
| Q1 2024 | |||||||
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
640+ 121.9% |
$16.9K - $17.9K
|
1.17K
$35.2K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.6K- 17.79% |
$95.3K - $101K
|
16.6K
$502K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
380New |
$10.1K - $10.7K
|
380
$11.5K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3.6K- 17.79% |
$95.3K - $101K
|
16.6K
$502K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20.5K+ 244.95% |
$543K - $575K
|
28.9K
$872K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.4K+ 2.83% |
$89.9K - $95.2K
|
123K
$3.72M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
20KNew |
$530K - $561K
|
20K
$604K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
605K+ 756.09% |
$16M - $17M
|
685K
$20.7M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
21.4KNew |
$568K - $601K
|
21.4K
$647K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
17New |
$450 - $477
|
17
$513
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.4KNew |
$328K - $347K
|
12.4K
$374K
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
11.9KNew |
$316K - $334K
|
11.9K
$360K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
770New |
$20.4K - $21.6K
|
770
$23.2K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-5.65K- 34.47% |
$150K - $158K
|
10.7K
$324K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-912- 6.05% |
$24.1K - $25.6K
|
14.2K
$427K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
142New |
$3.76K - $3.98K
|
142
$4.29K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$26.5 - $28
|
1
$30.2
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
207New |
$5.48K - $5.8K
|
207
$6.25K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
433New |
$10.6K - $12K
|
433
$13.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-280- 2.4% |
$6.83K - $7.73K
|
11.4K
$344K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
820+ 625.95% |
$20K - $22.6K
|
951
$28.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.13K- 25.43% |
$76.4K - $86.4K
|
9.19K
$277K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
360New |
$8.78K - $9.94K
|
360
$10.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
32.4K+ 3.74% |
$790K - $894K
|
899K
$27.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
116New |
$2.83K - $3.2K
|
116
$3.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
8.66KNew |
$211K - $239K
|
8.66K
$261K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-98.2K- 39.09% |
$2.4M - $2.71M
|
153K
$4.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
7.55KNew |
$184K - $208K
|
7.55K
$228K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-27.2K- 17.59% |
$664K - $751K
|
127K
$3.85M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-65.9K- 56.45% |
$1.68M - $1.8M
|
50.9K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.77KNew |
$223K - $239K
|
8.77K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-455- 4.27% |
$11.6K - $12.4K
|
10.2K
$308K
|
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
8.77KNew |
$223K - $239K
|
8.77K
$265K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-99.7K- 59.36% |
$2.54M - $2.72M
|
68.3K
$2.06M
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
SELL
|
- |
-4.24K- 18.98% |
$108K - $115K
|
18.1K
$546K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
143New |
$3.65K - $3.89K
|
143
$4.32K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
61New |
$1.55K - $1.66K
|
61
$1.84K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
478+ 2.35% |
$12.3K - $13K
|
20.8K
$629K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
162New |
$4.18K - $4.42K
|
162
$4.89K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
543New |
$14K - $14.8K
|
543
$16.4K
|
|