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 50.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
40,597
shares
|
$1.4 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
39,024
shares
|
$1.35 Million
0.06% of portfolio
|
Q2 2025
Added 90.44%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
37,149
shares
|
$1.28 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
|
$1.24 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
|
$1.21 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
|
$1.12 Million
1.89% of portfolio
|
Q2 2022
Reduced 22.27%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
32,085
shares
|
$1.11 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
28,935
shares
|
$1 Million
0.01% of portfolio
|
Q2 2025
Added 177.82%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Aug 07, 2025 Q2 2025 |
24,034
shares
|
$830,855
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
23,200
shares
|
$802,024
0.15% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
22,659
shares
|
$783,321
0.08% of portfolio
|
Q2 2025
Added 69.5%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
21,426
shares
|
$740,696
0.1% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
19,388
shares
|
$670,243
0.0% of portfolio
|
Q2 2025
Reduced 60.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
17,210
shares
|
$594,949
0.01% of portfolio
|
Q2 2025
Reduced 41.22%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
17,010
shares
|
$588,035
0.09% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
16,048
shares
|
$554,779
0.04% of portfolio
|
Q2 2025
Added 37.07%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
15,570
shares
|
$538,254
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
|
$537,148
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
12,928
shares
|
$446,920
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
12,675
shares
|
$438,174
0.12% of portfolio
|
Q2 2025
Reduced 20.56%
|
|
|
Clarendon Private LLC
Boston, MA |
Jul 25, 2025 Q2 2025 |
11,693
shares
|
$404,227
0.38% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
11,500
shares
|
$397,555
0.0% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
11,166
shares
|
$386,008
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
11,128
shares
|
$384,694
0.0% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
10,516
shares
|
$363,538
0.0% of portfolio
|
Q1 2025
Reduced 48.23%
|