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 129 institutions that hold shares in the stock, with a total of 48.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
523,294
shares
|
$17.5 Million
2.22% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
518,735
shares
|
$17.4 Million
3.23% of portfolio
|
Q1 2025
Added 90.97%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
488,609
shares
|
$16.3 Million
0.01% of portfolio
|
Q1 2025
Added 4982.27%
|
|
|
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%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
459,758
shares
|
$15.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
446,380
shares
|
$14.9 Million
0.91% of portfolio
|
Q1 2025
Reduced 13.62%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
376,340
shares
|
$12.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
373,363
shares
|
$12.5 Million
1.84% of portfolio
|
Q1 2023
Reduced 4.3%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
363,552
shares
|
$12.2 Million
1.19% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
340,154
shares
|
$11.4 Million
4.11% of portfolio
|
Q1 2025
Added 82.87%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
326,088
shares
|
$10.9 Million
6.29% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
323,370
shares
|
$10.8 Million
0.44% of portfolio
|
Q2 2020
Added 7.92%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
320,073
shares
|
$10.7 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
294,339
shares
|
$9.85 Million
2.13% of portfolio
|
Q2 2023
Reduced 1.77%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
275,368
shares
|
$9.21 Million
2.73% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
271,041
shares
|
$9.07 Million
0.01% of portfolio
|
Q3 2024
Added 193.72%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
227,310
shares
|
$7.61 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
209,093
shares
|
$7 Million
0.04% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
203,075
shares
|
$6.79 Million
0.0% of portfolio
|
Q1 2025
Added 109.23%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
183,637
shares
|
$6.14 Million
1.96% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Apr 10, 2025 Q1 2025 |
174,090
shares
|
$5.83 Million
1.15% of portfolio
|
Q1 2025
Added 11.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
169,888
shares
|
$5.68 Million
0.0% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
158,038
shares
|
$5.29 Million
0.22% of portfolio
|
Q3 2022
Reduced 12.0%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
155,663
shares
|
$5.21 Million
0.83% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
154,848
shares
|
$5.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.43%
|