Latest Institutional Sells of Hartford Multifactor Developed (RODM)
This list provides information on the latest institutional transactions involving Hartford Multifactor Developed (RODM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27- 0.61% |
$766 - $821
|
4.41K
$137K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2- 0.02% |
$56.7 - $60.8
|
11.8K
$366K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-555K- 43.43% |
$15.2M - $17.1M
|
723K
$22.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-32K- 3.17% |
$876K - $987K
|
979K
$30.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-838- 1.35% |
$22.9K - $25.8K
|
61.2K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-419- 2.62% |
$11.5K - $12.9K
|
15.6K
$485K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-173- 4.29% |
$4.73K - $5.33K
|
3.86K
$120K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-45- 8.26% |
$1.23K - $1.39K
|
500
$15.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-43- 0.41% |
$1.18K - $1.33K
|
10.5K
$328K
|
|
| Q2 2024 | |||||||
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-177K- 26.64% |
$4.75M - $5.09M
|
486K
$15.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.51K- 12.15% |
$67.4K - $72.3K
|
18.1K
$564K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-853- 86.51% |
$22.9K - $24.6K
|
133
$4.14K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-5.65K- 34.47% |
$150K - $158K
|
10.7K
$334K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.6K- 17.79% |
$95.3K - $101K
|
16.6K
$518K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3.6K- 17.79% |
$95.3K - $101K
|
16.6K
$518K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-912- 6.05% |
$24.1K - $25.6K
|
14.2K
$440K
|
|
| Q4 2023 | |||||||
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-98.2K- 39.09% |
$2.4M - $2.71M
|
153K
$4.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-27.2K- 17.59% |
$664K - $751K
|
127K
$3.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.13K- 25.43% |
$76.4K - $86.4K
|
9.19K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-280- 2.4% |
$6.83K - $7.73K
|
11.4K
$355K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-99.7K- 59.36% |
$2.54M - $2.72M
|
68.3K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-65.9K- 56.45% |
$1.68M - $1.8M
|
50.9K
$1.58M
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
SELL
|
- |
-4.24K- 18.98% |
$108K - $115K
|
18.1K
$563K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-455- 4.27% |
$11.6K - $12.4K
|
10.2K
$317K
|
|
| Q2 2023 | |||||||
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.99K- 36.49% |
$129K - $136K
|
8.68K
$270K
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 11.76% |
$115K - $122K
|
33.6K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.54K- 19.57% |
$65.5K - $69.3K
|
10.4K
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.76K- 17.03% |
$45.4K - $48.1K
|
8.58K
$267K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-316- 23.8% |
$8.15K - $8.62K
|
1.01K
$31.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-149- 1.68% |
$3.84K - $4.07K
|
8.71K
$271K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-70- 49.65% |
$1.81K - $1.91K
|
71
$2.21K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-9.71K- 2.22% |
$242K - $260K
|
427K
$13.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.49K- 35.03% |
$137K - $147K
|
10.2K
$317K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-650- 23.39% |
$16.2K - $17.4K
|
2.13K
$66.3K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.4K- 99.07% |
$310K - $368K
|
135
$4.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-11.7K- 36.41% |
$253K - $300K
|
20.5K
$638K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-878- 2.06% |
$18.9K - $22.5K
|
41.7K
$1.3M
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-6.59K- 39.81% |
$143K - $171K
|
9.96K
$310K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.34K- 6.35% |
$137K - $165K
|
93.5K
$2.91M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.95K- 15.05% |
$42.2K - $50.7K
|
11K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.52K- 2.87% |
$33K - $39.6K
|
51.5K
$1.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
SELL
|
- |
-922- 3.97% |
$20K - $24K
|
22.3K
$694K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-408- 10.44% |
$8.84K - $10.6K
|
3.5K
$109K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-47- 4.49% |
$1.02K - $1.22K
|
1K
$31.1K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-33.1KClosed |
$824K - $971K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-13.9KClosed |
$347K - $409K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-13.5KClosed |
$336K - $396K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-10.2KClosed |
$253K - $299K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-9.49KClosed |
$236K - $279K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.73KClosed |
$192K - $227K
|
0
$0
|
|