Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.92K+ 4.77% |
$63.9K - $67.8K
|
42.1K
$1.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.67K+ 4.74% |
$55.5K - $58.9K
|
36.8K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
1.58K+ 0.41% |
$52.5K - $55.7K
|
386K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.32K+ 4.07% |
$43.8K - $46.5K
|
33.6K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.28K+ 18.49% |
$42.6K - $45.2K
|
8.2K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.16K+ 5.67% |
$38.5K - $40.9K
|
21.6K
$725K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.06K+ 162.73% |
$35.3K - $37.5K
|
1.71K
$57.5K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1K+ 9.57% |
$33.4K - $35.4K
|
11.5K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
910New |
$30.3K - $32.2K
|
910
$30.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
746+ 0.36% |
$24.8K - $26.4K
|
208K
$6.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
537+ 0.35% |
$17.9K - $19K
|
156K
$5.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
309+ 0.33% |
$10.3K - $10.9K
|
93.5K
$3.14M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
45+ 0.29% |
$1.5K - $1.59K
|
15.4K
$516K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
39New |
$1.3K - $1.38K
|
39
$1.31K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
12+ 1.02% |
$399 - $424
|
1.19K
$40K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8New |
$266 - $283
|
8
$269
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.3% |
$133 - $141
|
1.34K
$45.1K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.76% |
$33.3 - $35.3
|
132
$4.43K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-21- 0.19% |
$699 - $742
|
10.9K
$367K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-46- 1.0% |
$1.53K - $1.63K
|
4.55K
$153K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-130- 0.25% |
$4.33K - $4.59K
|
52.9K
$1.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-216- 3.44% |
$7.19K - $7.63K
|
6.06K
$204K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-221- 1.49% |
$7.36K - $7.81K
|
14.6K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-339- 3.52% |
$11.3K - $12K
|
9.29K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-401- 2.15% |
$13.3K - $14.2K
|
18.2K
$613K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-590- 2.68% |
$19.6K - $20.8K
|
21.4K
$719K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-752- 16.42% |
$25K - $26.6K
|
3.83K
$129K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-805- 5.86% |
$26.8K - $28.4K
|
12.9K
$435K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-869- 58.6% |
$28.9K - $30.7K
|
614
$20.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.52K- 9.73% |
$50.6K - $53.7K
|
14.1K
$473K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.63K- 9.36% |
$54.1K - $57.4K
|
15.8K
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.66K- 5.74% |
$55.1K - $58.5K
|
27.2K
$912K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2K- 25.92% |
$66.6K - $70.7K
|
5.72K
$192K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.09K- 2.05% |
$69.6K - $73.8K
|
99.9K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.03K- 32.26% |
$101K - $107K
|
6.37K
$214K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.83K- 0.5% |
$127K - $135K
|
767K
$25.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.34K- 32.07% |
$178K - $189K
|
11.3K
$380K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.08K- 14.51% |
$202K - $215K
|
35.8K
$1.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-6.65K- 1.87% |
$221K - $235K
|
349K
$11.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-13.7K- 9.19% |
$456K - $484K
|
135K
$4.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-13.9K- 51.75% |
$462K - $490K
|
12.9K
$434K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.7K- 2.4% |
$489K - $519K
|
596K
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-37.5K- 86.29% |
$1.25M - $1.33M
|
5.96K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-46.4K- 17.97% |
$1.54M - $1.64M
|
212K
$7.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-51.2K- 43.24% |
$1.71M - $1.81M
|
67.3K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-76.5K- 49.43% |
$2.55M - $2.7M
|
78.3K
$2.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-166K- 14.54% |
$5.51M - $5.85M
|
973K
$32.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-376K- 46.97% |
$12.5M - $13.3M
|
425K
$14.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-706K- 4.89% |
$23.5M - $25M
|
13.7M
$461M
|