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 117 institutions that hold shares in the stock, with a total of 42.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
15,570
shares
|
$522,840
0.77% of portfolio
|
Q4 2022
Added 74.98%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
15,368
shares
|
$516,057
0.13% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
14,603
shares
|
$490,368
0.0% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
14,100
shares
|
$473,478
0.0% of portfolio
|
Q3 2024
Reduced 9.73%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
12,942
shares
|
$434,592
0.0% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
12,936
shares
|
$434,390
0.04% of portfolio
|
Q3 2024
Reduced 51.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,621
shares
|
$390,233
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
11,480
shares
|
$385,498
0.0% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
11,316
shares
|
$379,991
0.0% of portfolio
|
Q3 2024
Reduced 32.07%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
10,929
shares
|
$366,995
0.0% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
9,293
shares
|
$312,058
0.03% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 02, 2024 Q3 2024 |
9,213
shares
|
$309,372
0.13% of portfolio
|
Q3 2024
Added 27.16%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,709
shares
|
$292,448
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
8,195
shares
|
$275,188
0.0% of portfolio
|
Q3 2024
Added 18.49%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
7,848
shares
|
$263,535
0.05% of portfolio
|
Q1 2023
Reduced 19.31%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
7,763
shares
|
$260,681
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,557
shares
|
$253,764
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
7,252
shares
|
$243,522
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
6,370
shares
|
$213,904
0.0% of portfolio
|
Q3 2024
Reduced 32.26%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
6,061
shares
|
$203,528
0.08% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
5,964
shares
|
$200,271
0.0% of portfolio
|
Q3 2024
Reduced 86.29%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
5,717
shares
|
$191,976
0.0% of portfolio
|
Q3 2024
Reduced 25.92%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
5,223
shares
|
$175,388
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,545
shares
|
$152,621
0.02% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
3,829
shares
|
$128,577
0.01% of portfolio
|
Q3 2024
Reduced 16.42%
|