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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.95MNew |
$64.5M - $66.5M
|
1.95M
$66.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.67M+ 15924.37% |
$55.3M - $57.1M
|
1.69M
$57.1M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
479K+ 4982.27% |
$15.8M - $16.3M
|
489K
$16.6M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
452KNew |
$14.9M - $15.4M
|
452K
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
445K+ 44.27% |
$14.7M - $15.2M
|
1.45M
$49.2M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
247K+ 90.97% |
$8.16M - $8.42M
|
519K
$17.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
154K+ 82.87% |
$5.09M - $5.25M
|
340K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
136K+ 20.86% |
$4.49M - $4.64M
|
788K
$26.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
116K+ 27.79% |
$3.83M - $3.95M
|
533K
$18M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
106K+ 109.23% |
$3.5M - $3.61M
|
203K
$6.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
67.4KNew |
$2.22M - $2.3M
|
67.4K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67.2K+ 7.29% |
$2.22M - $2.29M
|
990K
$33.5M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
64.4K+ 902.17% |
$2.13M - $2.2M
|
71.5K
$2.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
45.7K+ 76.58% |
$1.51M - $1.56M
|
105K
$3.57M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
40.6KNew |
$1.34M - $1.38M
|
40.6K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38.2K+ 98.56% |
$1.26M - $1.3M
|
76.9K
$2.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
34.3K+ 82.02% |
$1.13M - $1.17M
|
76.1K
$2.58M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33K+ 446.62% |
$1.09M - $1.12M
|
40.4K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
31.1K+ 3.67% |
$1.03M - $1.06M
|
880K
$29.8M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.4K+ 585.25% |
$1M - $1.04M
|
35.6K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
21.3K+ 1.49% |
$704K - $726K
|
1.45M
$49M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
20.5KNew |
$677K - $699K
|
20.5K
$694K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
18.5KNew |
$612K - $631K
|
18.5K
$628K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
18.5K+ 11.86% |
$610K - $629K
|
174K
$5.9M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17.8K+ 2.46% |
$589K - $608K
|
743K
$25.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
13.4KNew |
$442K - $456K
|
13.4K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12K+ 15.78% |
$397K - $410K
|
88.2K
$2.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
11.9K+ 10.81% |
$394K - $407K
|
122K
$4.14M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
11.4K+ 3.23% |
$375K - $387K
|
364K
$12.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
11.4K+ 1.5% |
$375K - $387K
|
770K
$26.1M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.4KNew |
$344K - $355K
|
10.4K
$353K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
9.41K+ 839.79% |
$311K - $321K
|
10.5K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.75K+ 4.78% |
$256K - $264K
|
170K
$5.76M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.54K+ 55.24% |
$249K - $257K
|
21.2K
$718K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.46K+ 13.68% |
$246K - $254K
|
62K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.78KNew |
$224K - $231K
|
6.78K
$230K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.63K+ 3.27% |
$219K - $226K
|
209K
$7.08M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.39K+ 822.01% |
$211K - $218K
|
7.16K
$243K
|
|
|
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
$9.33M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.52K+ 9.47% |
$83.2K - $85.8K
|
29.1K
$986K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.44K+ 7.24% |
$80.5K - $83K
|
36.1K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.29K+ 2.36% |
$75.5K - $78K
|
99.3K
$3.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.42K+ 1.46% |
$47K - $48.5K
|
98.7K
$3.34M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
923New |
$30.5K - $31.5K
|
923
$31.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
876New |
$28.9K - $29.9K
|
876
$29.7K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
753+ 7.19% |
$24.9K - $25.7K
|
11.2K
$380K
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
572+ 0.37% |
$18.9K - $19.5K
|
156K
$5.27M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
533New |
$17.6K - $18.2K
|
533
$18.1K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400+ 21.62% |
$13.2K - $13.6K
|
2.25K
$76.2K
|