Institutional Ownership Hartford Multifactor Developed (RODM)
This table provides information about the institutional ownership of Hartford Multifactor Developed (RODM). We have compiled data on the 113 institutions that hold shares in the stock, with a total of 33.6 Million shares, which have been reported (via 13F filing form) to have a value of $994 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
5,099,670
shares
|
$151 Million
0.37% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
3,689,427
shares
|
$109 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2024 Q2 2024 |
3,345,605
shares
|
$99.1 Million
8.67% of portfolio
|
Q2 2024
Added 0.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
2,848,088
shares
|
$84.4 Million
0.01% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 14, 2024 Q2 2024 |
2,253,681
shares
|
$66.8 Million
1.6% of portfolio
|
Q2 2024
Reduced 11.73%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Aug 02, 2024 Q2 2024 |
1,908,324
shares
|
$56.5 Million
3.62% of portfolio
|
Q2 2024
Added 1.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
979,236
shares
|
$29 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
899,400
shares
|
$26.6 Million
1.81% of portfolio
|
Q4 2023
Added 3.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
862,473
shares
|
$25.6 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
843,387
shares
|
$25 Million
1.73% of portfolio
|
Q2 2024
Added 8.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
761,642
shares
|
$22.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
723,353
shares
|
$21.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 43.43%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
699,752
shares
|
$20.7 Million
0.14% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
652,295
shares
|
$19.3 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 28, 2024 Q2 2024 |
527,678
shares
|
$15.6 Million
0.99% of portfolio
|
Q2 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
486,191
shares
|
$14.4 Million
1.97% of portfolio
|
Q2 2024
Reduced 26.64%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
480,075
shares
|
$14.2 Million
0.04% of portfolio
|
Q2 2024
Added 7.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
464,825
shares
|
$13.8 Million
0.14% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
458,393
shares
|
$13.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 75.52%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
427,063
shares
|
$12.7 Million
1.63% of portfolio
|
Q1 2023
Reduced 2.22%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
387,499
shares
|
$11.5 Million
1.8% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
371,627
shares
|
$11 Million
0.07% of portfolio
|
Q2 2024
Reduced 17.2%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
281,570
shares
|
$8.34 Million
0.62% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
234,314
shares
|
$6.94 Million
0.04% of portfolio
|
Q2 2024
Added 9.48%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
214,697
shares
|
$6.36 Million
0.47% of portfolio
|
Q3 2024
Reduced 22.18%
|