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 133 institutions that hold shares in the stock, with a total of 48.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
33,638
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
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%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
26,750
shares
|
$895,055
0.19% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
26,591
shares
|
$889,734
0.01% of portfolio
|
Q4 2024
Added 36.54%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
26,090
shares
|
$872,971
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
23,038
shares
|
$770,851
0.01% of portfolio
|
Q4 2024
Reduced 15.19%
|
|
|
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
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
20,313
shares
|
$679,672
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
20,172
shares
|
$674,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
19,620
shares
|
$656,485
0.42% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
18,192
shares
|
$608,704
0.19% of portfolio
|
Q4 2024
Reduced 19.37%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
16,938
shares
|
$566,745
0.05% of portfolio
|
Q4 2024
Reduced 21.51%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
15,570
shares
|
$520,972
0.77% of portfolio
|
Q4 2022
Added 74.98%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
13,705
shares
|
$458,569
0.01% of portfolio
|
Q4 2024
Reduced 27.82%
|
|
|
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%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
12,173
shares
|
$407,308
0.0% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
11,417
shares
|
$382,012
0.08% of portfolio
|
Q1 2025
Reduced 13.28%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
11,208
shares
|
$375,019
0.0% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
10,516
shares
|
$351,865
0.0% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
10,477
shares
|
$350,560
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
9,070
shares
|
$303,482
0.03% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
9,004
shares
|
$301,273
0.13% of portfolio
|
Q1 2025
Reduced 0.01%
|