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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
29,109
shares
|
$973,987
0.01% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
24,424
shares
|
$817,227
0.0% of portfolio
|
Q1 2025
Reduced 88.76%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
23,200
shares
|
$776,272
0.17% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
21,182
shares
|
$708,749
0.16% of portfolio
|
Q1 2025
Added 55.24%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
20,983
shares
|
$702,091
0.1% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
20,492
shares
|
$685,662
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
18,522
shares
|
$619,746
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
16,438
shares
|
$550,015
0.02% of portfolio
|
Q1 2025
Reduced 75.52%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
15,955
shares
|
$533,854
0.16% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
15,570
shares
|
$520,972
0.77% of portfolio
|
Q4 2022
Added 74.98%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
15,509
shares
|
$518,931
0.0% of portfolio
|
Q1 2025
Reduced 23.12%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
13,705
shares
|
$458,569
0.01% of portfolio
|
Q4 2024
Reduced 27.82%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
13,368
shares
|
$447,293
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
12,891
shares
|
$431,332
0.0% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
12,500
shares
|
$418,250
0.0% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
11,708
shares
|
$391,749
0.03% of portfolio
|
Q1 2025
Reduced 30.88%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
11,417
shares
|
$382,012
0.08% of portfolio
|
Q1 2025
Reduced 13.28%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
11,389
shares
|
$381,075
0.0% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
11,230
shares
|
$375,755
0.4% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
11,128
shares
|
$372,342
0.0% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
10,535
shares
|
$352,501
0.0% of portfolio
|
Q1 2025
Added 839.79%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
10,516
shares
|
$351,865
0.0% of portfolio
|
Q1 2025
Reduced 48.23%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
10,415
shares
|
$348,485
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
9,004
shares
|
$301,273
0.13% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
7,901
shares
|
$264,367
0.0% of portfolio
|
Q1 2025
Reduced 8.11%
|