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 135 institutions that hold shares in the stock, with a total of 50.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
39,024
shares
|
$1.32 Million
0.06% of portfolio
|
Q2 2025
Added 90.44%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
37,149
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Added 27.62%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
36,000
shares
|
$1.22 Million
0.94% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
35,093
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
32,301
shares
|
$1.09 Million
1.89% of portfolio
|
Q2 2022
Reduced 22.27%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
32,085
shares
|
$1.09 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
28,935
shares
|
$980,317
0.01% of portfolio
|
Q2 2025
Added 177.82%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Aug 07, 2025 Q2 2025 |
24,034
shares
|
$814,271
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
23,200
shares
|
$786,016
0.15% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
22,659
shares
|
$767,686
0.08% of portfolio
|
Q2 2025
Added 69.5%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
20,988
shares
|
$711,073
0.1% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
19,388
shares
|
$656,865
0.0% of portfolio
|
Q2 2025
Reduced 60.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
17,210
shares
|
$583,074
0.01% of portfolio
|
Q2 2025
Reduced 41.22%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
17,010
shares
|
$576,298
0.09% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
16,048
shares
|
$543,706
0.04% of portfolio
|
Q2 2025
Added 37.07%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
15,570
shares
|
$527,511
0.77% of portfolio
|
Q4 2022
Added 74.98%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
15,538
shares
|
$526,427
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
12,928
shares
|
$438,000
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
12,675
shares
|
$429,429
0.12% of portfolio
|
Q2 2025
Reduced 20.56%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
11,754
shares
|
$398,225
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clarendon Private LLC
Boston, MA |
Jul 25, 2025 Q2 2025 |
11,693
shares
|
$396,158
0.38% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
11,500
shares
|
$389,620
0.0% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
11,301
shares
|
$382,877
0.11% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
11,166
shares
|
$378,304
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
11,128
shares
|
$377,016
0.0% of portfolio
|
Q1 2025
Reduced 0.71%
|