Institutional Ownership Hartford Fds Total Return Bd E (HTRB)
This table provides information about the institutional ownership of Hartford Fds Total Return Bd E (HTRB). We have compiled data on the 126 institutions that hold shares in the stock, with a total of 48.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
14,563,743
shares
|
$490 Million
48.05% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,992,823
shares
|
$67 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,945,220
shares
|
$65.4 Million
3.73% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,751,602
shares
|
$58.9 Million
0.0% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,459,028
shares
|
$49.1 Million
7.03% of portfolio
|
Q3 2024
Added 19.89%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,425,526
shares
|
$48 Million
0.01% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,290,527
shares
|
$43.4 Million
0.02% of portfolio
|
Q4 2024
Added 23.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,006,184
shares
|
$33.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mcia Inc
|
Feb 13, 2025 Q4 2024 |
999,143
shares
|
$33.6 Million
7.08% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
973,108
shares
|
$32.7 Million
2.3% of portfolio
|
Q3 2024
Reduced 14.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
922,508
shares
|
$31 Million
0.03% of portfolio
|
Q4 2024
Added 89.05%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
916,436
shares
|
$30.8 Million
36.56% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
900,338
shares
|
$30.3 Million
0.19% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
898,975
shares
|
$30.2 Million
6.47% of portfolio
|
Q4 2024
Added 10.11%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
883,880
shares
|
$29.7 Million
4.05% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
849,210
shares
|
$28.6 Million
2.26% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
758,828
shares
|
$25.5 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
745,880
shares
|
$25.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
724,676
shares
|
$24.4 Million
0.43% of portfolio
|
Q4 2024
Added 536.32%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
681,401
shares
|
$22.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
652,200
shares
|
$21.9 Million
1.78% of portfolio
|
Q4 2024
Added 11.78%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
639,588
shares
|
$21.5 Million
5.23% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
595,846
shares
|
$20 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
578,309
shares
|
$19.5 Million
2.29% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
516,767
shares
|
$17.4 Million
1.02% of portfolio
|
Q4 2024
Added 0.33%
|