Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.16M+ 116.71% |
$38.3M - $39.4M
|
2.14M
$74.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.03MNew |
$34.2M - $35.2M
|
1.03M
$35.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
249K+ 109.71% |
$8.26M - $8.51M
|
477K
$16.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
203K+ 1.49% |
$6.74M - $6.94M
|
13.8M
$479M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
135K+ 98.66% |
$4.47M - $4.6M
|
272K
$9.39M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
124K+ 2003.65% |
$4.11M - $4.23M
|
130K
$4.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
BUY
|
- |
120K+ 12.15% |
$3.96M - $4.08M
|
1.1M
$38.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
110K+ 449.64% |
$3.64M - $3.75M
|
134K
$4.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
95.5K+ 19.55% |
$3.17M - $3.26M
|
584K
$20.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
91.2K+ 10.29% |
$3.02M - $3.11M
|
977K
$33.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85.5K+ 5.06% |
$2.83M - $2.92M
|
1.77M
$61.3M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
80.3K+ 379.11% |
$2.66M - $2.74M
|
101K
$3.51M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
80.1K+ 813.67% |
$2.65M - $2.73M
|
89.9K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
77.5KNew |
$2.57M - $2.65M
|
77.5K
$2.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
75KNew |
$2.49M - $2.56M
|
75K
$2.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
57.3KNew |
$1.9M - $1.96M
|
57.3K
$1.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
46.6K+ 5.91% |
$1.54M - $1.59M
|
835K
$28.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
45.2K+ 8.71% |
$1.5M - $1.54M
|
564K
$19.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
40.7K+ 9.12% |
$1.35M - $1.39M
|
487K
$16.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.1K+ 591.5% |
$1.33M - $1.37M
|
46.9K
$1.62M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
40.1K+ 59.48% |
$1.33M - $1.37M
|
107K
$3.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
28.6K+ 28.96% |
$947K - $975K
|
127K
$4.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
28.1K+ 1.94% |
$933K - $960K
|
1.47M
$51M
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
24KNew |
$796K - $820K
|
24K
$831K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
19K+ 2.2% |
$628K - $647K
|
879K
$30.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
18.5K+ 90.44% |
$614K - $632K
|
39K
$1.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.5K+ 177.82% |
$614K - $632K
|
28.9K
$1M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
17.8K+ 9.71% |
$591K - $608K
|
201K
$6.96M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
17.4K+ 2.01% |
$578K - $595K
|
886K
$30.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.9K+ 41.85% |
$560K - $576K
|
57.3K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.4K+ 22.89% |
$543K - $559K
|
87.9K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.5K+ 7.4% |
$513K - $528K
|
225K
$7.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
12.7K+ 3.72% |
$419K - $432K
|
353K
$12.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
11.8KNew |
$390K - $401K
|
11.8K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.2KNew |
$370K - $381K
|
11.2K
$386K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
10.2K+ 2.25% |
$338K - $348K
|
463K
$16M
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
9.86K+ 3.58% |
$327K - $336K
|
285K
$9.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
9.67K+ 6.21% |
$320K - $330K
|
165K
$5.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.29K+ 69.5% |
$308K - $317K
|
22.7K
$783K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
9.03K+ 2.48% |
$299K - $308K
|
373K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.37KNew |
$277K - $286K
|
8.37K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.04K+ 27.62% |
$266K - $274K
|
37.1K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.58K+ 4.46% |
$251K - $259K
|
177K
$6.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.96K+ 8.0% |
$164K - $169K
|
66.9K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
4.56K+ 4.33% |
$151K - $156K
|
110K
$3.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.34K+ 37.07% |
$144K - $148K
|
16K
$555K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.17KNew |
$138K - $142K
|
4.17K
$144K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.79K+ 2.45% |
$126K - $129K
|
159K
$5.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.58KNew |
$119K - $122K
|
3.58K
$124K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.07K+ 3.09% |
$102K - $105K
|
102K
$3.54M
|