Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
35+ 0.32% |
$1.12K - $1.18K
|
11.1K
$374K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23New |
$738 - $776
|
23
$772
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
11+ 1.04% |
$353 - $371
|
1.07K
$36K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.09% |
$160 - $169
|
5.58K
$187K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.79% |
$32.1 - $33.8
|
127
$4.26K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18- 26.47% |
$578 - $608
|
50
$1.68K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-39- 0.46% |
$1.25K - $1.32K
|
8.44K
$284K
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-231- 0.87% |
$7.41K - $7.8K
|
26.2K
$879K
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-629- 0.95% |
$20.2K - $21.2K
|
65.9K
$2.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-640- 61.96% |
$20.5K - $21.6K
|
393
$13.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-698- 32.88% |
$22.4K - $23.6K
|
1.43K
$47.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 4.19% |
$32.3K - $33.9K
|
23K
$773K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.06K- 0.72% |
$34.1K - $35.9K
|
147K
$4.94M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.31K- 0.05% |
$41.9K - $44.1K
|
2.49M
$83.7M
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.42K- 3.6% |
$45.6K - $48K
|
38K
$1.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.52K- 14.93% |
$80.7K - $84.9K
|
14.3K
$481K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.82K- 26.5% |
$155K - $163K
|
13.4K
$449K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.33K- 42.4% |
$171K - $180K
|
7.25K
$243K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-5.74K- 8.84% |
$184K - $194K
|
59.3K
$1.99M
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-6K- 0.79% |
$192K - $202K
|
751K
$25.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-9.15K- 2.35% |
$294K - $309K
|
380K
$12.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-10.4K- 31.27% |
$334K - $351K
|
22.9K
$768K
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-15.2K- 6.18% |
$489K - $514K
|
231K
$7.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.8K- 15.5% |
$539K - $567K
|
91.5K
$3.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18K- 49.89% |
$578K - $608K
|
18.1K
$607K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-23K- 38.02% |
$738K - $776K
|
37.5K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-57.6K- 12.06% |
$1.85M - $1.95M
|
420K
$14.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-95.1K- 89.19% |
$3.05M - $3.21M
|
11.5K
$387K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-116K- 42.24% |
$3.71M - $3.9M
|
158K
$5.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-119K- 19.01% |
$3.81M - $4.01M
|
506K
$17M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-161K- 54.62% |
$5.16M - $5.43M
|
134K
$4.49M
|