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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-73- 53.68% |
$2.39K - $2.47K
|
63
$2.08K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
152New |
$4.97K - $5.15K
|
152
$5.02K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
67New |
$2.19K - $2.27K
|
67
$2.21K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.03% |
$65.4 - $67.8
|
6.51K
$215K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
68New |
$2.22K - $2.31K
|
68
$2.25K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
266New |
$8.7K - $9.02K
|
266
$8.79K
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
24.2KNew |
$790K - $819K
|
24.2K
$798K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.47K- 54.15% |
$48K - $49.7K
|
1.24K
$41K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
635+ 2.66% |
$20.8K - $21.5K
|
24.5K
$809K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
127New |
$4.16K - $4.31K
|
127
$4.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.85K+ 23.43% |
$159K - $164K
|
25.6K
$844K
|
|
|
Jul 12, 2024
Q2 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
8.24KNew |
$270K - $279K
|
8.24K
$272K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-25Closed |
$834 - $854
|
0
$0
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
64New |
$2.14K - $2.18K
|
64
$2.11K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.94K+ 16.43% |
$98.2K - $100K
|
20.8K
$689K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10K- 9.09% |
$335K - $343K
|
100K
$3.32M
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
3.69KNew |
$123K - $126K
|
3.69K
$122K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
659New |
$22K - $22.5K
|
659
$21.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-555- 5.04% |
$18.5K - $18.9K
|
10.5K
$346K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2.86KNew |
$95.5K - $97.7K
|
2.86K
$94.5K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
72New |
$2.25K - $2.47K
|
72
$2.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-31.4K- 83.84% |
$982K - $1.08M
|
6.06K
$200K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.81K- 51.01% |
$213K - $234K
|
6.54K
$216K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.88K+ 5.67% |
$215K - $236K
|
128K
$4.24M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
36+ 156.52% |
$1.13K - $1.24K
|
59
$1.95K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
14New |
$438 - $481
|
14
$463
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-6.07K- 10.24% |
$190K - $208K
|
53.2K
$1.76M
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
710New |
$22.8K - $24K
|
710
$23.5K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
11+ 1.04% |
$353 - $371
|
1.07K
$35.4K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.33K- 42.4% |
$171K - $180K
|
7.25K
$239K
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-231- 0.87% |
$7.41K - $7.8K
|
26.2K
$865K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.19K+ 74.03% |
$263K - $276K
|
19.3K
$636K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-640- 61.96% |
$20.5K - $21.6K
|
393
$13K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
593New |
$19K - $20K
|
593
$19.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
11.3K+ 80.19% |
$362K - $381K
|
25.4K
$839K
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-629- 0.95% |
$20.2K - $21.2K
|
65.9K
$2.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
714New |
$22.9K - $24.1K
|
714
$23.6K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.07% |
$333 - $344
|
13.8K
$457K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
35.9K+ 8.21% |
$1.19M - $1.24M
|
473K
$15.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-5.31K- 1.77% |
$176K - $183K
|
294K
$9.72M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.88K- 19.31% |
$62K - $64.9K
|
7.85K
$259K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-16.8K- 4.3% |
$554K - $580K
|
373K
$12.3M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-12.2K- 61.46% |
$404K - $422K
|
7.66K
$253K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-1.52K- 18.3% |
$50.2K - $52.5K
|
6.79K
$224K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
18.6K+ 17.81% |
$614K - $642K
|
123K
$4.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-35- 34.31% |
$1.16K - $1.21K
|
67
$2.21K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-4.03K- 80.2% |
$133K - $139K
|
995
$32.9K
|
|
| Q4 2022 | |||||||
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
9.67K+ 101.14% |
$306K - $328K
|
19.2K
$635K
|
|