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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.26K+ 1.75% |
$41.7K - $43K
|
73.1K
$2.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.73K+ 0.99% |
$57.3K - $59K
|
176K
$5.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
12.7K+ 3.72% |
$419K - $432K
|
353K
$11.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
19K+ 2.2% |
$628K - $647K
|
879K
$29.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-511K- 80.89% |
$16.9M - $17.4M
|
121K
$4.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-40.3K- 2.17% |
$1.33M - $1.37M
|
1.82M
$61.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$166 - $171
|
21K
$708K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-116- 1.02% |
$3.84K - $3.96K
|
11.3K
$381K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.29K+ 69.5% |
$308K - $317K
|
22.7K
$765K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-142K- 16.15% |
$4.71M - $4.85M
|
738K
$24.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
40.7K+ 9.12% |
$1.35M - $1.39M
|
487K
$16.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
11.8KNew |
$390K - $401K
|
11.8K
$397K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
17.4K+ 2.01% |
$578K - $595K
|
886K
$29.9M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
17+ 0.19% |
$563 - $580
|
9.02K
$304K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
40.1K+ 59.48% |
$1.33M - $1.37M
|
107K
$3.62M
|
|
| Q1 2025 | |||||||
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
452KNew |
$14.9M - $15.4M
|
452K
$15.3M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
479K+ 4982.27% |
$15.8M - $16.3M
|
489K
$16.5M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-13.6K- 6.87% |
$448K - $462K
|
184K
$6.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-62.9K- 3.59% |
$2.08M - $2.14M
|
1.69M
$57M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3+ 300.0% |
$99.1 - $102
|
4
$135
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.63K+ 3.27% |
$219K - $226K
|
209K
$7.05M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
64.4K+ 902.17% |
$2.13M - $2.2M
|
71.5K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-123K- 71.65% |
$4.05M - $4.18M
|
48.5K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.52K+ 9.47% |
$83.2K - $85.8K
|
29.1K
$982K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-9.8K- 48.23% |
$324K - $334K
|
10.5K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12K+ 15.78% |
$397K - $410K
|
88.2K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.75K+ 4.78% |
$256K - $264K
|
170K
$5.73M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-35.2K- 19.67% |
$1.16M - $1.2M
|
144K
$4.85M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.23K- 30.88% |
$173K - $178K
|
11.7K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.44K+ 7.24% |
$80.5K - $83K
|
36.1K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
106K+ 109.23% |
$3.5M - $3.61M
|
203K
$6.85M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
19New |
$628 - $648
|
19
$641
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.78KNew |
$224K - $231K
|
6.78K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67.2K+ 7.29% |
$2.22M - $2.29M
|
990K
$33.4M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.66K- 23.12% |
$154K - $159K
|
15.5K
$523K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-50.7K- 75.52% |
$1.68M - $1.73M
|
16.4K
$555K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-28.9K- 17.45% |
$955K - $985K
|
137K
$4.61M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-80- 0.71% |
$2.64K - $2.73K
|
11.1K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.16K- 0.98% |
$105K - $108K
|
320K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-158K- 16.23% |
$5.22M - $5.38M
|
815K
$27.5M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.8K- 1.22% |
$92.4K - $95.3K
|
227K
$7.67M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.23% |
$33 - $34.1
|
82
$2.77K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400+ 21.62% |
$13.2K - $13.6K
|
2.25K
$75.9K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.39K+ 822.01% |
$211K - $218K
|
7.16K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-365K- 99.93% |
$12.1M - $12.4M
|
267
$9.01K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
445K+ 44.27% |
$14.7M - $15.2M
|
1.45M
$49M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
21.3K+ 1.49% |
$704K - $726K
|
1.45M
$48.8M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
250+ 0.68% |
$8.26K - $8.52K
|
36.9K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-193K- 88.76% |
$6.37M - $6.57M
|
24.4K
$824K
|
|