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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
467,166
shares
|
$15.6 Million
0.02% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
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%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
442,636
shares
|
$14.8 Million
2.32% of portfolio
|
Q4 2024
Added 15.02%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
416,883
shares
|
$13.9 Million
3.09% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
377,758
shares
|
$12.6 Million
0.07% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
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%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
366,922
shares
|
$12.3 Million
0.01% of portfolio
|
Q4 2024
Added 80.6%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
365,157
shares
|
$12.2 Million
0.32% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
352,190
shares
|
$11.8 Million
1.05% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
338,090
shares
|
$11.3 Million
6.41% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
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 |
Feb 13, 2025 Q4 2024 |
323,237
shares
|
$10.8 Million
0.67% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
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%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
271,628
shares
|
$9.09 Million
1.7% of portfolio
|
Q4 2024
New holding
|
|
|
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 |
Feb 14, 2025 Q4 2024 |
230,106
shares
|
$7.7 Million
0.02% of portfolio
|
Q4 2024
Added 10.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
217,235
shares
|
$7.27 Million
0.01% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
202,464
shares
|
$6.77 Million
0.04% of portfolio
|
Q4 2024
Added 1663.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
202,230
shares
|
$6.77 Million
0.01% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Prostatis Group LLC
Hanover, MD |
Mar 21, 2025 Q4 2024 |
197,191
shares
|
$6.6 Million
1.92% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
186,006
shares
|
$6.22 Million
2.11% of portfolio
|
Q4 2024
Reduced 47.52%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
178,971
shares
|
$5.99 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.45%
|
|
|
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%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
171,087
shares
|
$5.72 Million
0.03% of portfolio
|
Q4 2024
Added 2768.66%
|