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 |
---|---|---|---|---|---|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
165,639
shares
|
$5.54 Million
0.0% of portfolio
|
Q4 2024
Added 255.78%
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
162,137
shares
|
$5.43 Million
0.0% of portfolio
|
Q4 2024
Added 13.89%
|
|
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
|
Jan 28, 2025 Q4 2024 |
155,091
shares
|
$5.19 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
131,670
shares
|
$4.41 Million
0.86% of portfolio
|
Q4 2024
Reduced 12.26%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
128,239
shares
|
$4.29 Million
0.12% of portfolio
|
Q4 2023
Added 5.67%
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
113,453
shares
|
$3.8 Million
0.57% of portfolio
|
Q4 2024
Added 68.44%
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
110,323
shares
|
$3.69 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
105,329
shares
|
$3.52 Million
1.66% of portfolio
|
Q1 2025
Added 76.58%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
97,244
shares
|
$3.25 Million
0.19% of portfolio
|
Q4 2024
Added 8.93%
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
97,061
shares
|
$3.25 Million
1.33% of portfolio
|
Q4 2024
Added 3.8%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
97,057
shares
|
$3.25 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
86,378
shares
|
$2.89 Million
0.02% of portfolio
|
Q4 2024
Added 1.65%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
76,177
shares
|
$2.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
76,059
shares
|
$2.54 Million
1.36% of portfolio
|
Q1 2025
Added 82.02%
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
71,848
shares
|
$2.4 Million
2.68% of portfolio
|
Q1 2025
Added 5.72%
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
67,357
shares
|
$2.25 Million
1.13% of portfolio
|
Q1 2025
New holding
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
67,157
shares
|
$2.25 Million
0.09% of portfolio
|
Q4 2024
Added 671.12%
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
61,976
shares
|
$2.07 Million
0.05% of portfolio
|
Q1 2025
Added 13.68%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
57,977
shares
|
$1.94 Million
0.02% of portfolio
|
Q4 2024
Reduced 41.98%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
56,297
shares
|
$1.88 Million
0.05% of portfolio
|
Q4 2024
Reduced 16.31%
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
47,978
shares
|
$1.61 Million
0.5% of portfolio
|
Q3 2024
Added 4.31%
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
40,597
shares
|
$1.36 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
38,711
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Added 8.04%
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
36,625
shares
|
$1.23 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.6%
|