Latest Institutional Transactions on Hartford Fds Total Return Bd E (HTRB)
This table provides information on the latest institutional transactions involving Hartford Fds Total Return Bd E (HTRB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
7.92K+ 23.39% |
$264K - $277K
|
41.8K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-10.4K- 3.0% |
$348K - $366K
|
338K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-168K- 47.52% |
$5.61M - $5.9M
|
186K
$6.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
45.9K+ 8.62% |
$1.53M - $1.61M
|
578K
$19.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
10.5KNew |
$349K - $367K
|
10.5K
$350K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
38.5K+ 6.4% |
$1.28M - $1.35M
|
640K
$21.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.2K+ 4.7% |
$40K - $42K
|
26.8K
$895K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
400+ 2.84% |
$13.3K - $14K
|
14.5K
$485K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
51.9K+ 6.23% |
$1.73M - $1.82M
|
884K
$29.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.59K- 3.06% |
$86.2K - $90.6K
|
82K
$2.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.59K- 16.41% |
$86.2K - $90.5K
|
13.2K
$440K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-80- 0.37% |
$2.67K - $2.8K
|
21.3K
$714K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
38.9K+ 4.8% |
$1.3M - $1.36M
|
849K
$28.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.65K- 0.08% |
$55.1K - $57.8K
|
1.99M
$66.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-208- 2.26% |
$6.93K - $7.28K
|
9.01K
$301K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.69K+ 0.33% |
$56.4K - $59.2K
|
517K
$17.3M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.08K- 14.51% |
$202K - $215K
|
35.8K
$1.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.22KNew |
$174K - $185K
|
5.22K
$175K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
845KNew |
$28.1M - $29.9M
|
845K
$28.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.9K+ 25.62% |
$461K - $490K
|
68K
$2.27M
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
984KNew |
$32.7M - $34.7M
|
984K
$32.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.67K+ 4.74% |
$55.5K - $58.9K
|
36.8K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.66K- 5.74% |
$55.1K - $58.5K
|
27.2K
$908K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1K+ 9.57% |
$33.4K - $35.4K
|
11.5K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$387K - $411K
|
11.6K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-37.5K- 86.29% |
$1.25M - $1.33M
|
5.96K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
910New |
$30.3K - $32.2K
|
910
$30.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-401- 2.15% |
$13.3K - $14.2K
|
18.2K
$610K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
33.5K+ 2.53% |
$1.11M - $1.18M
|
1.36M
$45.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.5KNew |
$648K - $688K
|
19.5K
$651K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
746+ 0.36% |
$24.8K - $26.4K
|
208K
$6.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
91.7K+ 6.58% |
$3.05M - $3.24M
|
1.49M
$49.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46.6KNew |
$1.55M - $1.64M
|
46.6K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.1K+ 16.47% |
$670K - $711K
|
142K
$4.76M
|
|
|
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
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.9K+ 5.51% |
$362K - $384K
|
208K
$6.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.71KNew |
$290K - $308K
|
8.71K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.16K+ 5.67% |
$38.5K - $40.9K
|
21.6K
$722K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.03K- 32.26% |
$101K - $107K
|
6.37K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-21- 0.19% |
$699 - $742
|
10.9K
$365K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-376K- 46.97% |
$12.5M - $13.3M
|
425K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
104K+ 6.32% |
$3.48M - $3.69M
|
1.76M
$58.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.28K+ 18.49% |
$42.6K - $45.2K
|
8.2K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.4K+ 1.23% |
$146K - $155K
|
362K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-46.4K- 17.97% |
$1.54M - $1.64M
|
212K
$7.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.4K+ 10.36% |
$579K - $614K
|
185K
$6.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-46- 1.0% |
$1.53K - $1.63K
|
4.55K
$152K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.06K+ 162.73% |
$35.3K - $37.5K
|
1.71K
$57.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-76.5K- 49.43% |
$2.55M - $2.7M
|
78.3K
$2.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-166K- 14.54% |
$5.51M - $5.85M
|
973K
$32.5M
|
|