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 51.1 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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
36,049
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
35,860
shares
|
$1.23 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
35,093
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
32,834
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2025
Added 816.64%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
32,814
shares
|
$1.13 Million
0.3% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
32,301
shares
|
$1.11 Million
1.89% of portfolio
|
Q2 2022
Reduced 22.27%
|
|
|
Mann Financial Group, Inc.
Detroit Lakes, MN |
Nov 12, 2025 Q3 2025 |
32,000
shares
|
$1.1 Million
1.08% of portfolio
|
Q3 2025
New holding
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Nov 12, 2025 Q3 2025 |
23,952
shares
|
$821,793
0.77% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
22,650
shares
|
$777,121
0.12% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
21,426
shares
|
$735,126
0.1% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
21,043
shares
|
$721,985
0.06% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
20,617
shares
|
$707,369
0.0% of portfolio
|
Q3 2025
Added 575.08%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
18,830
shares
|
$646,057
0.04% of portfolio
|
Q3 2025
Reduced 51.75%
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
17,566
shares
|
$602,689
0.55% of portfolio
|
Q3 2025
Added 50.23%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
17,210
shares
|
$590,475
0.01% of portfolio
|
Q2 2025
Reduced 41.22%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
15,972
shares
|
$547,999
0.08% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
15,585
shares
|
$534,721
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
15,570
shares
|
$534,206
0.77% of portfolio
|
Q4 2022
Added 74.98%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
15,133
shares
|
$519,213
0.0% of portfolio
|
Q3 2025
Reduced 98.53%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
15,025
shares
|
$515,507
0.0% of portfolio
|
Q3 2025
Added 79.45%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
11,322
shares
|
$388,457
0.02% of portfolio
|
Q3 2025
Reduced 29.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
11,157
shares
|
$382,796
0.0% of portfolio
|
Q3 2025
Reduced 13.7%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
11,128
shares
|
$381,801
0.0% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
10,620
shares
|
$364,372
0.0% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
10,205
shares
|
$350,133
0.1% of portfolio
|
Q3 2025
Reduced 9.7%
|
|