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 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.05K+ 76250.0% |
$101K - $104K
|
3.05K
$106K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.8K+ 3.68% |
$92.7K - $95.4K
|
78.9K
$2.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.73K+ 0.99% |
$57.3K - $59K
|
176K
$6.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.26K+ 1.75% |
$41.7K - $43K
|
73.1K
$2.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
463+ 4.12% |
$15.3K - $15.8K
|
11.7K
$404K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
296New |
$9.81K - $10.1K
|
296
$10.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
135+ 0.16% |
$4.47K - $4.61K
|
84.3K
$2.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
49+ 1.84% |
$1.62K - $1.67K
|
2.71K
$93.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37+ 0.29% |
$1.23K - $1.26K
|
12.9K
$447K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
32+ 1.11% |
$1.06K - $1.09K
|
2.9K
$100K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29+ 0.19% |
$961 - $989
|
15.5K
$537K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
17+ 0.19% |
$563 - $580
|
9.02K
$312K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
16New |
$530 - $546
|
16
$553
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$166 - $171
|
21K
$726K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.22% |
$33.1 - $34.1
|
83
$2.87K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-112- 12.13% |
$3.71K - $3.82K
|
811
$28K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-116- 1.02% |
$3.84K - $3.96K
|
11.3K
$391K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-136- 0.42% |
$4.51K - $4.64K
|
32.1K
$1.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-491- 6.21% |
$16.3K - $16.8K
|
7.41K
$256K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-667- 9.5% |
$22.1K - $22.8K
|
6.35K
$220K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-875- 2.37% |
$29K - $29.9K
|
36K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-879- 7.72% |
$29.1K - $30K
|
10.5K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-981- 2.72% |
$32.5K - $33.5K
|
35.1K
$1.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 8.0% |
$33.1K - $34.1K
|
11.5K
$398K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.04K- 2.25% |
$34.6K - $35.6K
|
45.4K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.51K- 8.16% |
$50.1K - $51.6K
|
17K
$588K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.71K- 23.87% |
$56.7K - $58.3K
|
5.45K
$189K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.12K- 1.73% |
$70.3K - $72.3K
|
120K
$4.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.68K- 3.04% |
$88.7K - $91.3K
|
85.5K
$2.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.8K- 0.53% |
$92.8K - $95.6K
|
523K
$18.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.82K- 62.13% |
$93.6K - $96.4K
|
1.72K
$59.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-3.28K- 20.56% |
$109K - $112K
|
12.7K
$438K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-3.29K- 31.21% |
$109K - $112K
|
7.25K
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.34K- 0.2% |
$111K - $114K
|
1.68M
$58.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10.2K- 62.18% |
$339K - $349K
|
6.22K
$215K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.7K- 77.76% |
$353K - $364K
|
3.05K
$105K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-11.8K- 2.57% |
$392K - $403K
|
448K
$15.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.1K- 41.22% |
$400K - $412K
|
17.2K
$595K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
SELL
|
- |
-16.7K- 5.13% |
$555K - $571K
|
309K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-17K- 1.17% |
$563K - $580K
|
1.43M
$49.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-20.3K- 14.09% |
$671K - $691K
|
124K
$4.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.7K- 72.33% |
$853K - $878K
|
9.84K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-29.1K- 60.03% |
$965K - $993K
|
19.4K
$670K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-33K- 2.67% |
$1.1M - $1.13M
|
1.21M
$41.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-40.3K- 2.17% |
$1.33M - $1.37M
|
1.82M
$62.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-60.2K- 11.5% |
$1.99M - $2.05M
|
463K
$16M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-62.4K- 9.49% |
$2.07M - $2.13M
|
595K
$20.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-81.4K- 21.64% |
$2.7M - $2.78M
|
295K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-87.5K- 43.07% |
$2.9M - $2.98M
|
116K
$4M
|