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 07, 2025
Q2 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
203K+ 1.49% |
$6.74M - $6.94M
|
13.8M
$469M
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
BUY
|
- |
120K+ 12.15% |
$3.96M - $4.08M
|
1.1M
$37.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
91.2K+ 10.29% |
$3.02M - $3.11M
|
977K
$33.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
75KNew |
$2.49M - $2.56M
|
75K
$2.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
57.3KNew |
$1.9M - $1.96M
|
57.3K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
46.6K+ 5.91% |
$1.54M - $1.59M
|
835K
$28.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
40.7K+ 9.12% |
$1.35M - $1.39M
|
487K
$16.5M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
40.1K+ 59.48% |
$1.33M - $1.37M
|
107K
$3.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
24KNew |
$796K - $820K
|
24K
$814K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
19K+ 2.2% |
$628K - $647K
|
879K
$29.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
18.5K+ 90.44% |
$614K - $632K
|
39K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.5K+ 177.82% |
$614K - $632K
|
28.9K
$980K
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
17.8K+ 9.71% |
$591K - $608K
|
201K
$6.83M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
17.4K+ 2.01% |
$578K - $595K
|
886K
$30M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.9K+ 41.85% |
$560K - $576K
|
57.3K
$1.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
12.7K+ 3.72% |
$419K - $432K
|
353K
$12M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
11.8KNew |
$390K - $401K
|
11.8K
$398K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
10.2K+ 2.25% |
$338K - $348K
|
463K
$15.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
9.86K+ 3.58% |
$327K - $336K
|
285K
$9.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
9.67K+ 6.21% |
$320K - $330K
|
165K
$5.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.29K+ 69.5% |
$308K - $317K
|
22.7K
$768K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
9.03K+ 2.48% |
$299K - $308K
|
373K
$12.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.96K+ 8.0% |
$164K - $169K
|
66.9K
$2.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.17KNew |
$138K - $142K
|
4.17K
$141K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.79K+ 2.45% |
$126K - $129K
|
159K
$5.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.07K+ 3.09% |
$102K - $105K
|
102K
$3.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.8K+ 3.68% |
$92.7K - $95.4K
|
78.9K
$2.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.73K+ 0.99% |
$57.3K - $59K
|
176K
$5.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.26K+ 1.75% |
$41.7K - $43K
|
73.1K
$2.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
463+ 4.12% |
$15.3K - $15.8K
|
11.7K
$396K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
296New |
$9.81K - $10.1K
|
296
$10K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
135+ 0.16% |
$4.47K - $4.61K
|
84.3K
$2.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
49+ 1.84% |
$1.62K - $1.67K
|
2.71K
$91.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37+ 0.29% |
$1.23K - $1.26K
|
12.9K
$438K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
32+ 1.11% |
$1.06K - $1.09K
|
2.9K
$98.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29+ 0.19% |
$961 - $989
|
15.5K
$526K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
17+ 0.19% |
$563 - $580
|
9.02K
$306K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$166 - $171
|
21K
$711K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-116- 1.02% |
$3.84K - $3.96K
|
11.3K
$383K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-136- 0.42% |
$4.51K - $4.64K
|
32.1K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-491- 6.21% |
$16.3K - $16.8K
|
7.41K
$251K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-667- 9.5% |
$22.1K - $22.8K
|
6.35K
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-875- 2.37% |
$29K - $29.9K
|
36K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-879- 7.72% |
$29.1K - $30K
|
10.5K
$356K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 8.0% |
$33.1K - $34.1K
|
11.5K
$390K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.04K- 2.25% |
$34.6K - $35.6K
|
45.4K
$1.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.12K- 1.73% |
$70.3K - $72.3K
|
120K
$4.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.8K- 0.53% |
$92.8K - $95.6K
|
523K
$17.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.82K- 62.13% |
$93.6K - $96.4K
|
1.72K
$58.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-3.28K- 20.56% |
$109K - $112K
|
12.7K
$429K
|