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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
126+ 1.89% |
$3.56K - $4.31K
|
6.81K
$247K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
243+ 1.94% |
$6.86K - $8.32K
|
12.8K
$464K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
318New |
$8.98K - $10.9K
|
318
$11.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.76K- 1.4% |
$77.9K - $94.5K
|
194K
$7.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-59- 0.33% |
$1.67K - $2.02K
|
18K
$654K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.06K+ 18.51% |
$29.8K - $36.1K
|
6.75K
$245K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
254New |
$7.13K - $8.02K
|
254
$9.23K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.44K- 13.78% |
$68.6K - $77.1K
|
15.3K
$555K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
296New |
$8.31K - $9.34K
|
296
$10.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
8.28KNew |
$233K - $261K
|
8.28K
$301K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.5KNew |
$182K - $205K
|
6.5K
$236K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-980- 92.89% |
$27.8K - $29.8K
|
75
$2.72K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2- 0.02% |
$56.7 - $60.8
|
11.8K
$427K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
682New |
$19.3K - $20.7K
|
682
$24.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
293New |
$8.31K - $8.91K
|
293
$10.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.19KNew |
$33.6K - $36K
|
1.19K
$43K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-281- 2.47% |
$7.97K - $8.55K
|
11.1K
$403K
|
|
| Q3 2024 | |||||||
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-18.6KClosed |
$508K - $572K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-838- 1.35% |
$22.9K - $25.8K
|
61.2K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-419- 2.62% |
$11.5K - $12.9K
|
15.6K
$566K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.67KNew |
$45.6K - $51.4K
|
1.67K
$60.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-43- 0.41% |
$1.18K - $1.33K
|
10.5K
$382K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
375New |
$10.3K - $11.6K
|
375
$13.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-45- 8.26% |
$1.23K - $1.39K
|
500
$18.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-555K- 43.43% |
$15.2M - $17.1M
|
723K
$26.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-32K- 3.17% |
$876K - $987K
|
979K
$35.6M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.51K- 12.15% |
$67.4K - $72.3K
|
18.1K
$658K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-853- 86.51% |
$22.9K - $24.6K
|
133
$4.83K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1.83KNew |
$49.1K - $52.7K
|
1.83K
$66.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-177K- 26.64% |
$4.75M - $5.09M
|
486K
$17.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
405New |
$10.9K - $11.7K
|
405
$14.7K
|
|
| Q1 2024 | |||||||
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
640+ 121.9% |
$16.9K - $17.9K
|
1.17K
$42.3K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
380New |
$10.1K - $10.7K
|
380
$13.8K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.6K- 17.79% |
$95.3K - $101K
|
16.6K
$604K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3.6K- 17.79% |
$95.3K - $101K
|
16.6K
$604K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
20KNew |
$530K - $561K
|
20K
$726K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.4K+ 2.83% |
$89.9K - $95.2K
|
123K
$4.47M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
605K+ 756.09% |
$16M - $17M
|
685K
$24.9M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20.5K+ 244.95% |
$543K - $575K
|
28.9K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
21.4KNew |
$568K - $601K
|
21.4K
$779K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
17New |
$450 - $477
|
17
$617
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.4KNew |
$328K - $347K
|
12.4K
$449K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
770New |
$20.4K - $21.6K
|
770
$28K
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
11.9KNew |
$316K - $334K
|
11.9K
$433K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-5.65K- 34.47% |
$150K - $158K
|
10.7K
$390K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-912- 6.05% |
$24.1K - $25.6K
|
14.2K
$514K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$26.5 - $28
|
1
$36.3
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
207New |
$5.48K - $5.8K
|
207
$7.52K
|
|