Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.01MNew |
$33.5M - $35.2M
|
1.01M
$33.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
916KNew |
$30.5M - $32.1M
|
916K
$30.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
836K+ 6.09% |
$27.9M - $29.3M
|
14.6M
$489M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
611K+ 536.32% |
$20.4M - $21.4M
|
725K
$24.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
272KNew |
$9.05M - $9.51M
|
272K
$9.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
164K+ 80.6% |
$5.46M - $5.73M
|
367K
$12.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
82.5K+ 10.11% |
$2.75M - $2.89M
|
899K
$30.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
68KNew |
$2.27M - $2.38M
|
68K
$2.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
57.8K+ 15.02% |
$1.93M - $2.02M
|
443K
$14.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
55.1K+ 6.52% |
$1.84M - $1.93M
|
900K
$30.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
51.9K+ 6.23% |
$1.73M - $1.82M
|
884K
$29.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
46.1K+ 68.44% |
$1.54M - $1.61M
|
113K
$3.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
45.9K+ 8.62% |
$1.53M - $1.61M
|
578K
$19.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
42.6K+ 10.04% |
$1.42M - $1.49M
|
467K
$15.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
40K+ 34.61% |
$1.33M - $1.4M
|
156K
$5.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
38.9K+ 4.8% |
$1.3M - $1.36M
|
849K
$28.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
38.5K+ 6.4% |
$1.28M - $1.35M
|
640K
$21.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
37.1K+ 10.9% |
$1.24M - $1.3M
|
378K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
31.2K+ 8.1% |
$1.04M - $1.09M
|
417K
$14M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12.4K+ 29.48% |
$414K - $435K
|
54.5K
$1.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
10.5KNew |
$349K - $367K
|
10.5K
$352K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.97K+ 8.93% |
$266K - $279K
|
97.2K
$3.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
7.92K+ 23.39% |
$264K - $277K
|
41.8K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
5.17K+ 1.94% |
$172K - $181K
|
272K
$9.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.56K+ 3.8% |
$118K - $124K
|
97.1K
$3.26M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.69K+ 0.33% |
$56.4K - $59.2K
|
517K
$17.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.4K+ 1.65% |
$46.6K - $49K
|
86.4K
$2.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.37K+ 7.51% |
$45.7K - $48K
|
19.6K
$658K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.2K+ 4.7% |
$40K - $42K
|
26.8K
$898K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
940+ 103.3% |
$31.3K - $32.9K
|
1.85K
$62.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
577+ 11.05% |
$19.2K - $20.2K
|
5.8K
$195K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
400+ 2.84% |
$13.3K - $14K
|
14.5K
$487K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
268New |
$8.93K - $9.38K
|
268
$8.99K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
162New |
$5.4K - $5.67K
|
162
$5.44K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
155+ 25.24% |
$5.17K - $5.43K
|
769
$25.8K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 1.52% |
$66.7 - $70
|
134
$4.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-80- 0.37% |
$2.67K - $2.8K
|
21.3K
$716K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-208- 2.26% |
$6.93K - $7.28K
|
9.01K
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-378- 4.87% |
$12.6K - $13.2K
|
7.39K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
SELL
|
- |
-723- 0.46% |
$24.1K - $25.3K
|
155K
$5.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-769- 5.94% |
$25.6K - $26.9K
|
12.2K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-993- 25.93% |
$33.1K - $34.8K
|
2.84K
$95.2K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 9.51% |
$36.8K - $38.7K
|
10.5K
$353K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.65K- 0.08% |
$55.1K - $57.8K
|
1.99M
$66.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.59K- 16.41% |
$86.2K - $90.5K
|
13.2K
$442K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.59K- 3.06% |
$86.2K - $90.6K
|
82K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3K- 36.64% |
$100K - $105K
|
5.19K
$174K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-4.6K- 80.39% |
$153K - $161K
|
1.12K
$37.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.28K- 27.82% |
$176K - $185K
|
13.7K
$460K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.84K- 1.02% |
$261K - $274K
|
759K
$25.5M
|