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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
143,774
shares
|
$4.81 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
136,737
shares
|
$4.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.45%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
128,239
shares
|
$4.29 Million
0.12% of portfolio
|
Q4 2023
Added 5.67%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
122,252
shares
|
$4.09 Million
0.74% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
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%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
99,348
shares
|
$3.32 Million
1.36% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
98,666
shares
|
$3.3 Million
0.24% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
88,194
shares
|
$2.95 Million
0.01% of portfolio
|
Q1 2025
Added 15.78%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
84,190
shares
|
$2.82 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
76,866
shares
|
$2.57 Million
0.0% of portfolio
|
Q1 2025
Added 98.56%
|
|
|
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%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
71,535
shares
|
$2.39 Million
0.03% of portfolio
|
Q1 2025
Added 902.17%
|
|
|
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
|
|
|
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%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
48,501
shares
|
$1.62 Million
0.01% of portfolio
|
Q1 2025
Reduced 71.65%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
46,450
shares
|
$1.55 Million
0.23% of portfolio
|
Q1 2025
Reduced 42.19%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
40,597
shares
|
$1.36 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
40,368
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2025
Added 446.62%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
36,875
shares
|
$1.23 Million
1.0% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
36,074
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
35,578
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 69.3%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
32,301
shares
|
$1.08 Million
1.89% of portfolio
|
Q2 2022
Reduced 22.27%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
32,221
shares
|
$1.08 Million
0.34% of portfolio
|
Q1 2025
Reduced 32.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
29,277
shares
|
$979,608
0.01% of portfolio
|
Q1 2025
Reduced 49.5%
|