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 133 institutions that hold shares in the stock, with a total of 48.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 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
|
$487 Million
48.05% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,945,220
shares
|
$65.1 Million
3.73% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,855,302
shares
|
$62.1 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,751,602
shares
|
$58.6 Million
0.0% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,459,028
shares
|
$48.8 Million
7.03% of portfolio
|
Q3 2024
Added 19.89%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,425,526
shares
|
$47.7 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
|
$43.2 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
|
$33.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mcia Inc
|
Feb 13, 2025 Q4 2024 |
999,143
shares
|
$33.4 Million
7.08% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
972,991
shares
|
$32.6 Million
2.29% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
922,508
shares
|
$30.9 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
|
$30.7 Million
36.56% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
900,338
shares
|
$30.1 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
|
$30.1 Million
6.47% of portfolio
|
Q4 2024
Added 10.11%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
880,339
shares
|
$29.5 Million
2.62% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
868,425
shares
|
$29.1 Million
4.04% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
758,828
shares
|
$25.4 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
745,880
shares
|
$25 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
724,676
shares
|
$24.2 Million
0.43% of portfolio
|
Q4 2024
Added 536.32%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
681,401
shares
|
$22.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
652,200
shares
|
$21.8 Million
1.78% of portfolio
|
Q4 2024
Added 11.78%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
631,164
shares
|
$21.1 Million
4.75% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
595,846
shares
|
$19.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
523,294
shares
|
$17.5 Million
2.22% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
473,428
shares
|
$15.8 Million
0.26% of portfolio
|
Q2 2023
Added 8.21%
|