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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-365K- 99.93% |
$12.1M - $12.4M
|
267
$9.01K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38.2K+ 98.56% |
$1.26M - $1.3M
|
76.9K
$2.59M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
18.5KNew |
$612K - $631K
|
18.5K
$625K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
11.4K+ 3.23% |
$375K - $387K
|
364K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
136K+ 20.86% |
$4.49M - $4.64M
|
788K
$26.6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.67M+ 15924.37% |
$55.3M - $57.1M
|
1.69M
$56.9M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-15.8K- 32.84% |
$520K - $537K
|
32.2K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.7K- 49.5% |
$948K - $978K
|
29.3K
$988K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
923New |
$30.5K - $31.5K
|
923
$31.1K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17.8K+ 2.46% |
$589K - $608K
|
743K
$25.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.1K- 3.53% |
$795K - $821K
|
657K
$22.2M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
160+ 2.76% |
$5.28K - $5.45K
|
5.96K
$201K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
149+ 2.47% |
$4.92K - $5.08K
|
6.19K
$209K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-52.4K- 4.06% |
$1.73M - $1.79M
|
1.24M
$41.8M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
753+ 7.19% |
$24.9K - $25.7K
|
11.2K
$379K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-47.4K- 23.43% |
$1.57M - $1.62M
|
155K
$5.22M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.29K+ 2.36% |
$75.5K - $78K
|
99.3K
$3.35M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-921K- 6.33% |
$30.4M - $31.4M
|
13.6M
$460M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.4KNew |
$344K - $355K
|
10.4K
$351K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.42K- 0.38% |
$46.8K - $48.3K
|
376K
$12.7M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33K+ 446.62% |
$1.09M - $1.12M
|
40.4K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
35+ 1.23% |
$1.16K - $1.19K
|
2.87K
$96.9K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
9.41K+ 839.79% |
$311K - $321K
|
10.5K
$355K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
247K+ 90.97% |
$8.16M - $8.42M
|
519K
$17.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-784- 6.44% |
$25.9K - $26.7K
|
11.4K
$384K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
11.9K+ 10.81% |
$394K - $407K
|
122K
$4.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-220K- 29.48% |
$7.26M - $7.5M
|
526K
$17.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-49.3K- 87.53% |
$1.63M - $1.68M
|
7.02K
$237K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.42K+ 1.46% |
$47K - $48.5K
|
98.7K
$3.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.19K- 2.53% |
$72.3K - $74.6K
|
84.2K
$2.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
116K+ 27.79% |
$3.83M - $3.95M
|
533K
$18M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-134Closed |
$4.43K - $4.57K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
SELL
|
- |
-15.1K- 1.51% |
$498K - $514K
|
984K
$33.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-697- 8.11% |
$23K - $23.8K
|
7.9K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
572+ 0.37% |
$18.9K - $19.5K
|
156K
$5.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.55K- 13.27% |
$117K - $121K
|
23.2K
$783K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-12K- 3.55% |
$396K - $409K
|
326K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-13.2K- 1.47% |
$436K - $450K
|
886K
$29.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-33.9K- 42.19% |
$1.12M - $1.16M
|
46.5K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
11.4K+ 1.5% |
$375K - $387K
|
770K
$26M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-230- 7.96% |
$7.6K - $7.84K
|
2.66K
$89.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
20New |
$661 - $682
|
20
$675
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.17K- 8.31% |
$38.6K - $39.9K
|
12.9K
$435K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.54K+ 55.24% |
$249K - $257K
|
21.2K
$715K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.46K+ 13.68% |
$246K - $254K
|
62K
$2.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
40.6KNew |
$1.34M - $1.38M
|
40.6K
$1.37M
|