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 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.7KNew |
$250K - $265K
|
9.7K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.76K- 17.03% |
$45.4K - $48.1K
|
8.58K
$259K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.54K- 19.57% |
$65.5K - $69.3K
|
10.4K
$315K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
410New |
$10.6K - $11.2K
|
410
$12.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 11.76% |
$115K - $122K
|
33.6K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
451New |
$11.6K - $12.3K
|
451
$13.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-316- 23.8% |
$8.15K - $8.62K
|
1.01K
$30.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-149- 1.68% |
$3.84K - $4.07K
|
8.71K
$263K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1+ 0.01% |
$25.8 - $27.3
|
7.66K
$231K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-70- 49.65% |
$1.81K - $1.91K
|
71
$2.14K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.99K- 36.49% |
$129K - $136K
|
8.68K
$262K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.4KNew |
$683K - $733K
|
27.4K
$827K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
939New |
$23.4K - $25.1K
|
939
$28.3K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.66KNew |
$241K - $258K
|
9.66K
$292K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
318+ 23.01% |
$7.92K - $8.5K
|
1.7K
$51.3K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.38KNew |
$59.3K - $63.7K
|
2.38K
$71.9K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-9.71K- 2.22% |
$242K - $260K
|
427K
$12.9M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.28KNew |
$56.8K - $61K
|
2.28K
$68.8K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.59KNew |
$239K - $256K
|
9.59K
$289K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.41KNew |
$35.1K - $37.6K
|
1.41K
$42.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-650- 23.39% |
$16.2K - $17.4K
|
2.13K
$64.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.49K- 35.03% |
$137K - $147K
|
10.2K
$307K
|
|
| Q4 2022 | |||||||
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.32KNew |
$71.3K - $84.8K
|
3.32K
$100K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.7KNew |
$36.6K - $43.5K
|
1.7K
$51.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.66K+ 92.1% |
$35.6K - $42.4K
|
3.45K
$104K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.1KNew |
$368K - $437K
|
17.1K
$516K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
654New |
$14.1K - $16.7K
|
654
$19.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.4K- 99.07% |
$310K - $368K
|
135
$4.08K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.01KNew |
$21.7K - $25.8K
|
1.01K
$30.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
766New |
$16.5K - $19.6K
|
766
$23.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
318K+ 5.03% |
$6.85M - $8.15M
|
6.65M
$201M
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-11.7K- 36.41% |
$253K - $300K
|
20.5K
$619K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
18+ 0.22% |
$387 - $461
|
8.29K
$250K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-878- 2.06% |
$18.9K - $22.5K
|
41.7K
$1.26M
|
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
8.4KNew |
$181K - $215K
|
8.4K
$254K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 7.62% |
$172 - $205
|
113
$3.41K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
46New |
$990 - $1.18K
|
46
$1.39K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$10.8K - $13K
|
500
$15.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.52K- 2.87% |
$33K - $39.6K
|
51.5K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14KNew |
$303K - $364K
|
14K
$422K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-408- 10.44% |
$8.84K - $10.6K
|
3.5K
$106K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
78New |
$1.69K - $2.03K
|
78
$2.35K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.34K- 6.35% |
$137K - $165K
|
93.5K
$2.82M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.95K- 15.05% |
$42.2K - $50.7K
|
11K
$332K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
60New |
$1.3K - $1.56K
|
60
$1.81K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.59KNew |
$208K - $249K
|
9.59K
$289K
|
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
SELL
|
- |
-922- 3.97% |
$20K - $24K
|
22.3K
$673K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.82KNew |
$82.8K - $99.5K
|
3.82K
$115K
|
|
|
Oct 26, 2022
Q3 2022
|
Close Asset Management LTD
|
BUY
|
- |
1.17KNew |
$25.3K - $30.4K
|
1.17K
$35.3K
|
|