Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
1.05MNew |
$35M - $36.2M
|
1.05M
$35.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
370KNew |
$12.3M - $12.7M
|
370K
$12.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
257K+ 71.22% |
$8.54M - $8.84M
|
617K
$20.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
255K+ 48.14% |
$8.49M - $8.8M
|
786K
$26.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
127K+ 106.02% |
$4.24M - $4.39M
|
248K
$8.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
90.8KNew |
$3.02M - $3.12M
|
90.8K
$3.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
89.6KNew |
$2.98M - $3.08M
|
89.6K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
68.8K+ 7.24% |
$2.29M - $2.37M
|
1.02M
$34.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
66.5KNew |
$2.21M - $2.29M
|
66.5K
$2.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
59.7K+ 8.57% |
$1.99M - $2.06M
|
757K
$25.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
53.4K+ 27.66% |
$1.77M - $1.84M
|
246K
$8.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
43K+ 9.88% |
$1.43M - $1.48M
|
478K
$16M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
40.1K+ 5.58% |
$1.33M - $1.38M
|
759K
$25.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
38.1K+ 4.98% |
$1.27M - $1.31M
|
802K
$26.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.2K+ 9.25% |
$1.2M - $1.25M
|
427K
$14.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
35.9K+ 8.21% |
$1.19M - $1.24M
|
473K
$15.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
30.9KNew |
$1.03M - $1.06M
|
30.9K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
30.4K+ 9.54% |
$1.01M - $1.05M
|
349K
$11.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
29.2K+ 11.0% |
$970K - $1M
|
294K
$9.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
26.4KNew |
$878K - $909K
|
26.4K
$887K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.9K+ 23.94% |
$696K - $720K
|
108K
$3.64M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
18.3K+ 4.97% |
$609K - $631K
|
387K
$13M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.2KNew |
$604K - $626K
|
18.2K
$610K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.7K+ 20.96% |
$523K - $541K
|
90.8K
$3.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
13.8K+ 2.94% |
$460K - $476K
|
485K
$16.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.4KNew |
$414K - $428K
|
12.4K
$418K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.6K+ 11.03% |
$387K - $401K
|
117K
$3.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11.5K+ 30.71% |
$383K - $397K
|
49K
$1.65M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.4KNew |
$378K - $391K
|
11.4K
$381K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.1KNew |
$368K - $381K
|
11.1K
$371K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2K+ 7.36% |
$338K - $350K
|
148K
$4.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.64KNew |
$321K - $332K
|
9.64K
$324K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.59K+ 131.13% |
$319K - $330K
|
16.9K
$568K
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
8.18K+ 0.06% |
$272K - $281K
|
13.8M
$465M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.14K+ 17.2% |
$237K - $246K
|
48.6K
$1.63M
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
6.67KNew |
$222K - $230K
|
6.67K
$224K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.11K+ 32.7% |
$104K - $107K
|
12.6K
$424K
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.03K+ 18.08% |
$101K - $104K
|
19.8K
$665K
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.23K+ 3.05% |
$74.3K - $76.9K
|
75.5K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.95K+ 30.47% |
$64.9K - $67.2K
|
8.36K
$281K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.76K+ 26.13% |
$58.4K - $60.5K
|
8.48K
$285K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.74K+ 88.84% |
$57.7K - $59.8K
|
3.69K
$124K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.06KNew |
$35.3K - $36.5K
|
1.06K
$35.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.03KNew |
$34.3K - $35.6K
|
1.03K
$34.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
894+ 12.27% |
$29.7K - $30.8K
|
8.18K
$275K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
690+ 0.33% |
$22.9K - $23.8K
|
211K
$7.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
141+ 7.11% |
$4.69K - $4.85K
|
2.12K
$71.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
104+ 0.83% |
$3.46K - $3.58K
|
12.6K
$422K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
50+ 277.78% |
$1.66K - $1.72K
|
68
$2.28K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.07% |
$333 - $344
|
13.8K
$464K
|