Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
116K+ 986.06% |
$3.88M - $4.01M
|
128K
$4.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
101K+ 94.02% |
$3.38M - $3.49M
|
208K
$7.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
75.1K+ 14.1% |
$2.51M - $2.6M
|
608K
$21M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
70.7K+ 9.58% |
$2.37M - $2.45M
|
809K
$28M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
34.3K+ 7.66% |
$1.15M - $1.19M
|
482K
$16.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
29.9K+ 3.41% |
$1M - $1.04M
|
909K
$31.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
29.3K+ 816.64% |
$979K - $1.01M
|
32.8K
$1.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.8K+ 4.74% |
$829K - $857K
|
548K
$18.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.1K+ 2.75% |
$538K - $556K
|
600K
$20.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
13.2K+ 1.49% |
$441K - $456K
|
899K
$31.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
11.4K+ 10.41% |
$383K - $396K
|
121K
$4.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10.7K+ 1.28% |
$358K - $370K
|
846K
$29.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.95K+ 1.34% |
$266K - $275K
|
603K
$20.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
5.87K+ 50.23% |
$197K - $203K
|
17.6K
$607K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.57KNew |
$86K - $88.9K
|
2.57K
$88.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.02K+ 2.56% |
$67.4K - $69.7K
|
80.9K
$2.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.61K+ 2.2% |
$53.8K - $55.6K
|
74.7K
$2.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
920+ 12.69% |
$30.8K - $31.8K
|
8.17K
$282K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
438+ 2.09% |
$14.7K - $15.1K
|
21.4K
$741K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
385+ 9.23% |
$12.9K - $13.3K
|
4.56K
$158K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
319+ 0.31% |
$10.7K - $11K
|
103K
$3.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
190New |
$6.36K - $6.57K
|
190
$6.57K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
138+ 17.02% |
$4.62K - $4.77K
|
949
$32.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-150- 2.36% |
$5.02K - $5.19K
|
6.2K
$214K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-172- 0.38% |
$5.76K - $5.95K
|
45.2K
$1.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-195- 6.4% |
$6.53K - $6.74K
|
2.85K
$98.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-323- 3.58% |
$10.8K - $11.2K
|
8.7K
$301K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-550- 2.37% |
$18.4K - $19K
|
22.7K
$783K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-880- 7.65% |
$29.5K - $30.4K
|
10.6K
$367K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.1K- 9.7% |
$36.7K - $37.9K
|
10.2K
$353K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.56K- 1.85% |
$52.1K - $53.8K
|
82.8K
$2.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.58K- 91.87% |
$52.9K - $54.7K
|
140
$4.84K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.62K- 7.13% |
$54.1K - $55.9K
|
21K
$727K
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
SELL
|
- |
-2.92K- 1.76% |
$97.6K - $101K
|
162K
$5.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-8.17K- 1.22% |
$273K - $282K
|
664K
$23M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-15.8K- 3.41% |
$528K - $546K
|
447K
$15.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-20.2K- 51.75% |
$676K - $698K
|
18.8K
$651K
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-21.4K- 10.6% |
$715K - $738K
|
180K
$6.23M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-31.1K- 25.74% |
$1.04M - $1.07M
|
89.6K
$3.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32.6K- 1.8% |
$1.09M - $1.13M
|
1.78M
$61.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
SELL
|
- |
-35.6K- 11.5% |
$1.19M - $1.23M
|
274K
$9.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-36.6K- 3.75% |
$1.23M - $1.27M
|
940K
$32.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-153K- 31.37% |
$5.11M - $5.28M
|
334K
$11.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-238K- 13.35% |
$7.98M - $8.25M
|
1.55M
$53.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.02M- 98.53% |
$34M - $35.1M
|
15.1K
$523K
|