Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 06, 2021
Q2 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
624K+ 98.25% |
$25.2M - $25.6M
|
1.26M
$42.8M
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
380KNew |
$15.3M - $15.6M
|
380K
$12.9M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
326KNew |
$13.2M - $13.4M
|
326K
$11.1M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
95.1K+ 279.82% |
$3.84M - $3.9M
|
129K
$4.39M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
80.5K+ 68.0% |
$3.25M - $3.3M
|
199K
$6.75M
|
|
Aug 12, 2021
Q2 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
72.8K+ 92.95% |
$2.94M - $2.98M
|
151K
$5.13M
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
65.2K+ 13.58% |
$2.63M - $2.67M
|
545K
$18.5M
|
|
Jul 29, 2021
Q2 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
58.4K+ 35.88% |
$2.36M - $2.39M
|
221K
$7.51M
|
|
Jul 28, 2021
Q2 2021
|
Iron Financial, LLC
|
BUY
|
- |
45.8K+ 8.79% |
$1.85M - $1.88M
|
567K
$19.3M
|
|
Jul 29, 2021
Q2 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
42.1K+ 12.25% |
$1.7M - $1.73M
|
386K
$13.1M
|
|
Jul 14, 2021
Q2 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
41.7K+ 12.66% |
$1.68M - $1.71M
|
371K
$12.6M
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.7K+ 60.71% |
$1.32M - $1.34M
|
86.7K
$2.94M
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
28.2KNew |
$1.14M - $1.16M
|
28.2K
$958K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
26.1K+ 3.6% |
$1.05M - $1.07M
|
750K
$25.5M
|
|
Aug 12, 2021
Q2 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
24.1K+ 5.11% |
$975K - $989K
|
497K
$16.9M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
22.3K+ 89.28% |
$902K - $915K
|
47.4K
$1.61M
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
20.8K+ 14.84% |
$841K - $853K
|
161K
$5.47M
|
|
Jul 28, 2021
Q2 2021
|
Strid Group, LLC
|
BUY
|
- |
19.6K+ 10.59% |
$792K - $803K
|
205K
$6.95M
|
|
Aug 02, 2021
Q2 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
10.5K+ 124.63% |
$424K - $430K
|
18.9K
$643K
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.38K+ 6.92% |
$379K - $384K
|
145K
$4.93M
|
|
Aug 06, 2021
Q2 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
9.11K+ 26.08% |
$368K - $373K
|
44K
$1.5M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.59KNew |
$347K - $352K
|
8.59K
$292K
|
|
Aug 10, 2021
Q2 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.64KNew |
$228K - $231K
|
5.64K
$192K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.8KNew |
$113K - $115K
|
2.8K
$95.1K
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.47K+ 24.61% |
$99.9K - $101K
|
12.5K
$425K
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.19K+ 0.9% |
$88.5K - $89.8K
|
246K
$8.35M
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.15K+ 30.45% |
$87K - $88.2K
|
9.23K
$313K
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.11K+ 213.08% |
$44.8K - $45.4K
|
1.63K
$55.3K
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.08KNew |
$43.8K - $44.4K
|
1.08K
$36.8K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
588+ 9.87% |
$23.7K - $24.1K
|
6.55K
$222K
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
394New |
$15.9K - $16.1K
|
394
$13.4K
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
225New |
$9.09K - $9.22K
|
225
$7.64K
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
46New |
$1.86K - $1.88K
|
46
$1.56K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9Closed |
$364 - $369
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-513- 0.42% |
$20.7K - $21K
|
121K
$4.12M
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-634- 3.81% |
$25.6K - $26K
|
16K
$544K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-669- 7.64% |
$27K - $27.4K
|
8.09K
$275K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-972- 6.09% |
$39.3K - $39.8K
|
15K
$509K
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.39K- 26.52% |
$96.4K - $97.8K
|
6.61K
$225K
|
|
Aug 13, 2021
Q2 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-4.06K- 1.97% |
$164K - $166K
|
202K
$6.88M
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.09K- 6.96% |
$165K - $167K
|
54.6K
$1.85M
|
|
Jul 14, 2021
Q2 2021
|
Collective Family Office LLC
|
SELL
|
- |
-5KClosed |
$202K - $205K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.32KClosed |
$215K - $218K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.2KClosed |
$250K - $254K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-8.04K- 15.78% |
$325K - $329K
|
42.9K
$1.46M
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.8KClosed |
$518K - $525K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-14.8K- 31.73% |
$597K - $605K
|
31.8K
$1.08M
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.5KClosed |
$625K - $634K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-19K- 41.11% |
$768K - $779K
|
27.2K
$925K
|