Purchases and Sales Made in Q4 2024 in Hartford Multifactor Us Equity (ROUS)
This table provides information about the institutional ownership of Hartford Multifactor Us Equity (ROUS) during Q4 2024. The information is specifically focused on institutions that hold shares of HARTFORD MULTIFACTOR US EQUITY.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
328K+ 16.11% |
$16.7M - $17.8M
|
2.36M
$120M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
196KNew |
$9.96M - $10.7M
|
196K
$9.92M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.6K+ 20.69% |
$4.46M - $4.77M
|
511K
$25.9M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
85.9K+ 896.66% |
$4.37M - $4.67M
|
95.5K
$4.84M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.8K+ 20.0% |
$3.34M - $3.58M
|
394K
$20M
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
65.4K+ 78.98% |
$3.33M - $3.56M
|
148K
$7.51M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
60.4K+ 287.73% |
$3.07M - $3.29M
|
81.4K
$4.12M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
57.7K+ 41.45% |
$2.94M - $3.14M
|
197K
$9.98M
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
57.6KNew |
$2.93M - $3.14M
|
57.6K
$2.92M
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
31.5KNew |
$1.6M - $1.71M
|
31.5K
$1.59M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.2K+ 289.95% |
$1.54M - $1.64M
|
40.6K
$2.06M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.5K+ 76.94% |
$1.1M - $1.17M
|
49.5K
$2.51M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21.5KNew |
$1.1M - $1.17M
|
21.5K
$1.09M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.05KNew |
$460K - $492K
|
9.05K
$459K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.79K+ 145.78% |
$447K - $478K
|
14.8K
$750K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.33K+ 126.74% |
$424K - $453K
|
14.9K
$755K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.67K+ 487.67% |
$390K - $417K
|
9.24K
$468K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.23KNew |
$317K - $339K
|
6.23K
$316K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.03K+ 14.86% |
$307K - $328K
|
46.6K
$2.36M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.17KNew |
$263K - $281K
|
5.17K
$262K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.36K+ 1376.66% |
$222K - $237K
|
4.68K
$237K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.97KNew |
$202K - $216K
|
3.97K
$201K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.9K+ 7.28% |
$147K - $158K
|
42.7K
$2.17M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.89K+ 2.1% |
$95.9K - $103K
|
91.8K
$4.65M
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.88K+ 11.86% |
$95.8K - $102K
|
17.8K
$900K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1K+ 3.03% |
$51K - $54.6K
|
34.1K
$1.73M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
841+ 13.76% |
$42.8K - $45.7K
|
6.95K
$352K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
580New |
$29.5K - $31.5K
|
580
$29.4K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
355+ 8.88% |
$18.1K - $19.3K
|
4.36K
$221K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
300New |
$15.3K - $16.3K
|
300
$15.2K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
128+ 1.4% |
$6.51K - $6.96K
|
9.29K
$471K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$5.09K - $5.44K
|
100
$5.07K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
93+ 0.77% |
$4.73K - $5.06K
|
12.2K
$616K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-13- 0.6% |
$661 - $707
|
2.16K
$109K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25- 0.45% |
$1.27K - $1.36K
|
5.58K
$283K
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-32- 0.51% |
$1.63K - $1.74K
|
6.3K
$319K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-60- 0.33% |
$3.05K - $3.26K
|
18.1K
$915K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-107- 20.27% |
$5.44K - $5.82K
|
421
$21.3K
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-160- 0.74% |
$8.14K - $8.7K
|
21.4K
$1.08M
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-526- 9.39% |
$26.8K - $28.6K
|
5.08K
$257K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-736- 3.69% |
$37.4K - $40K
|
19.2K
$973K
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.35K- 23.48% |
$68.7K - $73.4K
|
4.4K
$223K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2K- 2.39% |
$102K - $109K
|
81.7K
$4.14M
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.77K- 12.43% |
$141K - $151K
|
19.5K
$989K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.77K- 2.02% |
$192K - $205K
|
183K
$9.28M
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.09K- 8.35% |
$259K - $277K
|
55.8K
$2.83M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.04K- 3.49% |
$358K - $383K
|
194K
$9.85M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.48K- 6.79% |
$380K - $407K
|
103K
$5.2M
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-1.53M- 61.58% |
$78M - $83.5M
|
957K
$48.5M
|