Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
-
Equity / HARTFORD MLT SML
-
Number of holders
-
16
-
Total 13F shares, excl. options
-
355,752
-
Shares change
-
-92,201
-
Total reported value, excl. options
-
$14,759,196
-
Value change
-
-$3,399,258
-
Number of buys
-
7
-
Number of sells
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-9
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Price
-
$41.49
Significant Holders of LATTICE STRATEGIES TR - HARTFORD MLT SML (ROSC) as of Q4 2023
20 filings reported holding ROSC - LATTICE STRATEGIES TR - HARTFORD MLT SML as of Q4 2023.
LATTICE STRATEGIES TR - HARTFORD MLT SML (ROSC) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 355,752 shares
.
Largest 10 shareholders include Atria Wealth Solutions, Inc. (161,831 shares), Wagner Wealth Management, LLC (53,224 shares), Solano Wealth Management, Inc. (48,012 shares), LPL Financial LLC (36,807 shares), CITADEL ADVISORS LLC (23,940 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (14,745 shares), NORTHWEST WEALTH MANAGEMENT, LLC (5,465 shares), Kathleen S. Wright Associates Inc. (4,838 shares), HARBOUR INVESTMENTS, INC. (2,749 shares), and OSAIC HOLDINGS, INC. (2,719 shares).
This table shows the top 16 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.