Purchases and Sales Made in Q1 2023 in Hartford Fds Total Return Bd E (HTRB)
This table provides information about the institutional ownership of Hartford Fds Total Return Bd E (HTRB) during Q1 2023. The information is specifically focused on institutions that hold shares of HARTFORD FDS TOTAL RETURN BD E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
309K+ 597.24% |
$10.2M - $10.7M
|
360K
$12.1M
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
300KNew |
$9.9M - $10.4M
|
300K
$10.1M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
278K+ 144.01% |
$9.18M - $9.6M
|
471K
$15.8M
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
245K+ 45.34% |
$8.08M - $8.45M
|
784K
$26.3M
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
238K+ 119.83% |
$7.88M - $8.24M
|
438K
$14.7M
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
200K+ 40.35% |
$6.62M - $6.93M
|
697K
$23.4M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
156K+ 25.71% |
$5.16M - $5.4M
|
764K
$25.7M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125K+ 30.75% |
$4.12M - $4.31M
|
531K
$17.8M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
114KNew |
$3.78M - $3.96M
|
114K
$3.84M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
101K+ 30.34% |
$3.34M - $3.5M
|
435K
$14.6M
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
84.1K+ 13.25% |
$2.78M - $2.91M
|
719K
$24.1M
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
61.9K+ 20.18% |
$2.04M - $2.14M
|
369K
$12.4M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49.4K+ 14.46% |
$1.63M - $1.71M
|
391K
$13.1M
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
27.7K+ 3.0% |
$915K - $957K
|
950K
$31.9M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.4K+ 128.91% |
$772K - $808K
|
41.5K
$1.39M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
21.6K+ 25.7% |
$713K - $746K
|
106K
$3.54M
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19.5K+ 108.49% |
$645K - $675K
|
37.5K
$1.26M
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
18.6K+ 17.81% |
$614K - $642K
|
123K
$4.13M
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
15.3K+ 5.05% |
$506K - $530K
|
318K
$10.7M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.2KNew |
$502K - $525K
|
15.2K
$510K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.7K+ 13.95% |
$486K - $509K
|
120K
$4.04M
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
13.3K+ 46.09% |
$440K - $460K
|
42.2K
$1.42M
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
10.8K+ 5.93% |
$357K - $373K
|
193K
$6.48M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.93K+ 4.42% |
$295K - $309K
|
211K
$7.08M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.3K+ 11.06% |
$274K - $287K
|
83.3K
$2.8M
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7.77K+ 86.49% |
$257K - $269K
|
16.8K
$563K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
7.43K+ 2.88% |
$246K - $257K
|
265K
$8.91M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.31KNew |
$242K - $253K
|
7.31K
$246K
|
|
Apr 24, 2023
Q1 2023
|
Strid Group, LLC
|
BUY
|
- |
4.44K+ 3.29% |
$147K - $153K
|
139K
$4.68M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.23K+ 4.71% |
$140K - $146K
|
94.1K
$3.16M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.29KNew |
$75.5K - $79K
|
2.29K
$76.8K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.98KNew |
$65.5K - $68.5K
|
1.98K
$66.6K
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.77K+ 2.17% |
$58.3K - $61K
|
83.2K
$2.79M
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.57K+ 412.86% |
$52K - $54.4K
|
1.95K
$65.6K
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
635+ 10.43% |
$21K - $21.9K
|
6.73K
$226K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
503+ 9.93% |
$16.6K - $17.4K
|
5.57K
$187K
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
320+ 3.48% |
$10.6K - $11.1K
|
9.52K
$320K
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
275+ 0.38% |
$9.08K - $9.5K
|
73.2K
$2.46M
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
118+ 0.0% |
$3.9K - $4.08K
|
13.8M
$464M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
88+ 0.71% |
$2.91K - $3.04K
|
12.5K
$419K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
74+ 435.29% |
$2.44K - $2.56K
|
91
$3.06K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43+ 0.11% |
$1.42K - $1.49K
|
38K
$1.28M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
23+ 22.77% |
$760 - $795
|
124
$4.16K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-35- 34.31% |
$1.16K - $1.21K
|
67
$2.25K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-102- 14.96% |
$3.37K - $3.53K
|
580
$19.5K
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-284- 0.41% |
$9.38K - $9.82K
|
69.3K
$2.33M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-544- 0.39% |
$18K - $18.8K
|
138K
$4.64M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-607- 8.66% |
$20K - $21K
|
6.4K
$215K
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-771- 3.08% |
$25.5K - $26.6K
|
24.3K
$816K
|