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 129 institutions that hold shares in the stock, with a total of 48.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,557
shares
|
$252,857
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
7,164
shares
|
$239,707
0.0% of portfolio
|
Q1 2025
Added 822.01%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
7,019
shares
|
$234,855
0.01% of portfolio
|
Q1 2025
Reduced 87.53%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
6,779
shares
|
$226,825
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
6,189
shares
|
$207,083
0.02% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
5,960
shares
|
$199,421
0.0% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,545
shares
|
$152,075
0.02% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
3,687
shares
|
$123,367
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,871
shares
|
$96,063
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
2,861
shares
|
$95,729
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,661
shares
|
$89,037
0.01% of portfolio
|
Q1 2025
Reduced 7.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,250
shares
|
$75,285
0.0% of portfolio
|
Q1 2025
Added 21.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,261
shares
|
$42,193
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
923
shares
|
$30,883
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
876
shares
|
$29,310
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
842
shares
|
$28,173
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
533
shares
|
$17,834
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
267
shares
|
$8,933
0.0% of portfolio
|
Q1 2025
Reduced 99.93%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
82
shares
|
$2,743
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
75
shares
|
$2,509
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
67
shares
|
$2,241
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
46
shares
|
$1,539
0.0% of portfolio
|
Q3 2022
Reduced 98.64%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
45
shares
|
$1,505
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
20
shares
|
$669
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
19
shares
|
$635
0.0% of portfolio
|
Q1 2025
New holding
|