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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
10,510
shares
|
$363,330
0.0% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
10,205
shares
|
$352,786
0.1% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
8,698
shares
|
$300,689
0.12% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
8,373
shares
|
$289,454
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
8,167
shares
|
$282,333
0.0% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,557
shares
|
$261,245
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
7,410
shares
|
$256,163
0.0% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
6,352
shares
|
$219,588
0.0% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6,217
shares
|
$214,921
0.01% of portfolio
|
Q2 2025
Reduced 62.18%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
5,960
shares
|
$206,037
0.0% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,454
shares
|
$188,544
0.0% of portfolio
|
Q2 2025
Reduced 23.87%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
4,557
shares
|
$157,535
0.17% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
3,687
shares
|
$127,459
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,582
shares
|
$123,829
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,054
shares
|
$105,576
0.0% of portfolio
|
Q2 2025
Added 76250.0%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,903
shares
|
$100,356
0.0% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,853
shares
|
$98,628
0.0% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,710
shares
|
$93,684
0.01% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
2,570
shares
|
$88,844
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,250
shares
|
$77,782
0.0% of portfolio
|
Q1 2025
Added 21.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,261
shares
|
$43,592
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
949
shares
|
$32,806
0.0% of portfolio
|
Q3 2025
Added 17.02%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
876
shares
|
$30,283
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
842
shares
|
$29,107
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
533
shares
|
$18,425
0.0% of portfolio
|
Q1 2025
New holding
|