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Get Institutions for : 
Hartford Disciplined Us Equity Etf (HDUS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 23    0
Total shares held : 
 2,093,694  
% of shares held : 
 2.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 -52,622  
% of shares held change : 
   -0.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 5,208
 0.25%
 
Increased Positions :
7
 46,900
 2.24%
 
Unchanged Positions :
5
 4,668
 0.22%
 
Decreased Positions :
8
-84,680
-4.04%
 
Closed Positions :
3
-20,050
-0.96%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 731 - 2023-12-31 802,925 $37,314,000 -2,154
   RIVERFRONT INVESTMENT GROUP, LLC 34 - 2023-12-31 526,928 $24,487,000 26,703
   RAYMOND JAMES & ASSOCIATES 894 - 2024-03-31 310,976 $15,823,000 -3,760
   ROYAL BANK OF CANADA 1573 - 2023-12-31 173,774 $8,076,000 6,269
   JANNEY MONTGOMERY SCOTT LLC 702 - 2023-12-31 114,011 $5,298,000 2,714
   BB&T CORP 1279 - 2023-12-31 39,196 $1,822,000 493
   STIFEL FINANCIAL CORP 1811 - 2023-12-31 34,900 $1,622,000 6,570
   LPL FINANCIAL CORP 2954 - 2023-12-31 22,776 $1,058,000 909
   GeoWealth Management LLC 298 - 2023-12-31 12,646 $588,000 -120
   Source Financial Advisors LLC 71 - 2023-12-31 12,646 $588,000 -120
   J P MORGAN CHASE & CO 3747 - 2023-12-31 9,542 $443,000 3,242
   Aurum Wealth Management Group LLC 221 - 2024-03-31 8,138 $414,000 -455
   WEDBUSH MORGAN SECURITIES INC 719 - 2023-12-31 7,203 $335,000 -758
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2915 *New 2024-03-31 5,077 $258,000 5,077
   Gallagher Fiduciary Advisors LLC 174 *New 2023-12-31 4,498 $209,000 4,498
   COMERICA BANK 2230 - 2023-12-31 4,433 $206,000 0
   Advisor Group Holdings Inc. 3974 - 2023-12-31 3,916 $182,000 -75,531
   BANK OF AMERICA CORP /DE/ 5577 *New 2023-12-31 681 $32,000 681
   SIGNATUREFD, LLC 2531 - 2023-12-31 87 $4,000 0
   HARBOUR INVESTMENTS INC. 2480 - 2023-12-31 93 $4,000 0
   US BANCORP 3541 - 2023-12-31 55 $3,000 0
   WELLS FARGO & CO/MN 5434 *New 2023-12-31 29 $1,000 29
   MORGAN STANLEY 6904 - 2023-12-31 26 $1,000 -218
   PROEQUITIES INC. 3340 - 2023-12-31 0 $0 0
   CITADEL ADVISORS LLC 5674 *Closed 2023-12-31 0 $0 -8,331
   Koshinski Asset Management Inc. 578 *Closed 2023-12-31 0 $0 -11,595
   UBS Group AG 8275 *Closed 2023-12-31 0 $0 -124
  27 Records found
  1    
  Page 1 of 1
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