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 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
221K+ 26.91% |
$7.37M - $7.82M
|
1.04M
$34.5M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.76% |
$33.3 - $35.3
|
132
$4.36K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.6K+ 8.32% |
$1.92M - $2.03M
|
749K
$24.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.34K- 32.07% |
$178K - $189K
|
11.3K
$374K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
12+ 1.02% |
$399 - $424
|
1.19K
$39.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
267KNew |
$8.89M - $9.43M
|
267K
$8.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-130- 0.25% |
$4.33K - $4.59K
|
52.9K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.59K+ 2.86% |
$86.2K - $91.5K
|
93.2K
$3.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
45.3K+ 9.3% |
$1.51M - $1.6M
|
532K
$17.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.25KNew |
$241K - $256K
|
7.25K
$240K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-51.2K- 43.24% |
$1.71M - $1.81M
|
67.3K
$2.22M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
45+ 0.29% |
$1.5K - $1.59K
|
15.4K
$508K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.52K- 9.73% |
$50.6K - $53.7K
|
14.1K
$466K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
14.7K+ 10.87% |
$490K - $520K
|
150K
$4.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-221- 1.49% |
$7.36K - $7.81K
|
14.6K
$482K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-6.65K- 1.87% |
$221K - $235K
|
349K
$11.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-869- 58.6% |
$28.9K - $30.7K
|
614
$20.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.3% |
$133 - $141
|
1.34K
$44.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
39New |
$1.3K - $1.38K
|
39
$1.29K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.55K+ 6.63% |
$185K - $196K
|
89.3K
$2.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-216- 3.44% |
$7.19K - $7.63K
|
6.06K
$200K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.05K+ 6.32% |
$168K - $178K
|
85K
$2.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-805- 5.86% |
$26.8K - $28.4K
|
12.9K
$428K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
181K+ 113.87% |
$6.04M - $6.41M
|
341K
$11.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.92K+ 4.77% |
$63.9K - $67.8K
|
42.1K
$1.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
33.9KNew |
$1.13M - $1.2M
|
33.9K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
56.5K+ 17.22% |
$1.88M - $2M
|
385K
$12.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.5K+ 6.92% |
$1.48M - $1.57M
|
688K
$22.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
179K+ 193.72% |
$5.95M - $6.32M
|
271K
$8.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.7K- 2.4% |
$489K - $519K
|
596K
$19.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
1.58K+ 0.41% |
$52.5K - $55.7K
|
386K
$12.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
84.6KNew |
$2.82M - $2.99M
|
84.6K
$2.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8New |
$266 - $283
|
8
$264
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
6.7K+ 6.15% |
$223K - $237K
|
116K
$3.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
537+ 0.35% |
$17.9K - $19K
|
156K
$5.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
131K+ 27.89% |
$4.36M - $4.63M
|
601K
$19.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.96K+ 26.39% |
$132K - $140K
|
19K
$627K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
354KNew |
$11.8M - $12.5M
|
354K
$11.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.83K- 0.5% |
$127K - $135K
|
767K
$25.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
309+ 0.33% |
$10.3K - $10.9K
|
93.5K
$3.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
22.6KNew |
$751K - $797K
|
22.6K
$745K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.63K- 9.36% |
$54.1K - $57.4K
|
15.8K
$520K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-13.9K- 51.75% |
$462K - $490K
|
12.9K
$427K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
69.5K+ 9.12% |
$2.31M - $2.46M
|
832K
$27.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2K- 25.92% |
$66.6K - $70.7K
|
5.72K
$189K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
24.4K+ 3.1% |
$812K - $861K
|
810K
$26.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-590- 2.68% |
$19.6K - $20.8K
|
21.4K
$708K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3+ 300.0% |
$98.2 - $102
|
4
$132
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
61.5K+ 105.33% |
$2.01M - $2.08M
|
120K
$3.96M
|
|