Purchases and Sales Made in Q1 2025 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 2025. 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 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
67.4KNew |
$2.22M - $2.3M
|
67.4K
$2.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
45.7K+ 76.58% |
$1.51M - $1.56M
|
105K
$3.56M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
40.6KNew |
$1.34M - $1.38M
|
40.6K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
31.1K+ 3.67% |
$1.03M - $1.06M
|
880K
$29.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
20.5KNew |
$677K - $699K
|
20.5K
$692K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
18.5K+ 11.86% |
$610K - $629K
|
174K
$5.88M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.46K+ 13.68% |
$246K - $254K
|
62K
$2.09M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
3.89K+ 5.72% |
$128K - $133K
|
71.8K
$2.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
3.2K+ 1.18% |
$106K - $109K
|
275K
$9.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
876New |
$28.9K - $29.9K
|
876
$29.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
533New |
$17.6K - $18.2K
|
533
$18K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1- 0.01% |
$33 - $34.1
|
9K
$304K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-363- 1.7% |
$12K - $12.4K
|
21K
$709K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.75K- 13.28% |
$57.7K - $59.6K
|
11.4K
$386K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2K- 13.79% |
$66.1K - $68.2K
|
12.5K
$422K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-8.42K- 1.32% |
$278K - $287K
|
631K
$21.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-15.5K- 1.75% |
$510K - $527K
|
868K
$29.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-55K- 9.51% |
$1.82M - $1.88M
|
523K
$17.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-70.4K- 13.62% |
$2.32M - $2.4M
|
446K
$15.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-83.5K- 4.3% |
$2.76M - $2.85M
|
1.86M
$62.7M
|