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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
344K+ 447.62% |
$11.5M - $11.9M
|
421K
$14.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
97.3K+ 27.59% |
$3.26M - $3.37M
|
450K
$15.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.47KNew |
$217K - $224K
|
6.47K
$222K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5.15K+ 1.38% |
$172K - $178K
|
378K
$13M
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5.38K+ 4.48% |
$180K - $186K
|
126K
$4.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-96- 0.03% |
$3.21K - $3.32K
|
285K
$9.78M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
73.6K+ 98.12% |
$2.46M - $2.55M
|
149K
$5.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.44K+ 11.24% |
$216K - $223K
|
63.8K
$2.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11K+ 16.44% |
$368K - $380K
|
77.9K
$2.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
729+ 2.27% |
$24.4K - $25.2K
|
32.8K
$1.13M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
930+ 0.06% |
$31.1K - $32.2K
|
1.68M
$57.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.53KNew |
$219K - $226K
|
6.53K
$224K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
29.3K+ 816.64% |
$979K - $1.01M
|
32.8K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.02M- 98.53% |
$34M - $35.1M
|
15.1K
$519K
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-21.4K- 10.6% |
$715K - $738K
|
180K
$6.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.1K+ 2.75% |
$538K - $556K
|
600K
$20.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-36.6K- 3.75% |
$1.23M - $1.27M
|
940K
$32.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-550- 2.37% |
$18.4K - $19K
|
22.7K
$777K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.8K+ 4.74% |
$829K - $857K
|
548K
$18.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-15.8K- 3.41% |
$528K - $546K
|
447K
$15.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
5.87K+ 50.23% |
$197K - $203K
|
17.6K
$603K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
34.3K+ 7.66% |
$1.15M - $1.19M
|
482K
$16.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-172- 0.38% |
$5.76K - $5.95K
|
45.2K
$1.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.62K- 7.13% |
$54.1K - $55.9K
|
21K
$722K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-20.2K- 51.75% |
$676K - $698K
|
18.8K
$646K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32.6K- 1.8% |
$1.09M - $1.13M
|
1.78M
$61.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
75.1K+ 14.1% |
$2.51M - $2.6M
|
608K
$20.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-150- 2.36% |
$5.02K - $5.19K
|
6.2K
$213K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.02K+ 2.56% |
$67.4K - $69.7K
|
80.9K
$2.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-880- 7.65% |
$29.5K - $30.4K
|
10.6K
$364K
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-323- 3.58% |
$10.8K - $11.2K
|
8.7K
$298K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
SELL
|
- |
-35.6K- 11.5% |
$1.19M - $1.23M
|
274K
$9.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
385+ 9.23% |
$12.9K - $13.3K
|
4.56K
$156K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-8.17K- 1.22% |
$273K - $282K
|
664K
$22.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
13.2K+ 1.49% |
$441K - $456K
|
899K
$30.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-238K- 13.35% |
$7.98M - $8.25M
|
1.55M
$53.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.95K+ 1.34% |
$266K - $275K
|
603K
$20.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
138+ 17.02% |
$4.62K - $4.77K
|
949
$32.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-195- 6.4% |
$6.53K - $6.74K
|
2.85K
$97.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.57KNew |
$86K - $88.9K
|
2.57K
$88.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
11.4K+ 10.41% |
$383K - $396K
|
121K
$4.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
116K+ 986.06% |
$3.88M - $4.01M
|
128K
$4.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
190New |
$6.36K - $6.57K
|
190
$6.52K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.56K- 1.85% |
$52.1K - $53.8K
|
82.8K
$2.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.58K- 91.87% |
$52.9K - $54.7K
|
140
$4.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
SELL
|
- |
-2.92K- 1.76% |
$97.6K - $101K
|
162K
$5.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
29.9K+ 3.41% |
$1M - $1.04M
|
909K
$31.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
920+ 12.69% |
$30.8K - $31.8K
|
8.17K
$280K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10.7K+ 1.28% |
$358K - $370K
|
846K
$29M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
101K+ 94.02% |
$3.38M - $3.49M
|
208K
$7.15M
|
|