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 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10K- 9.09% |
$335K - $343K
|
100K
$3.39M
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
3.69KNew |
$123K - $126K
|
3.69K
$124K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
659New |
$22K - $22.5K
|
659
$22.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-555- 5.04% |
$18.5K - $18.9K
|
10.5K
$353K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2.86KNew |
$95.5K - $97.7K
|
2.86K
$96.5K
|
|
| Q4 2023 | |||||||
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.38KClosed |
$199K - $219K
|
0
$0
|
|
|
Jan 21, 2025
Q4 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-65.2KClosed |
$2.04M - $2.24M
|
0
$0
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
72New |
$2.25K - $2.47K
|
72
$2.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-31.4K- 83.84% |
$982K - $1.08M
|
6.06K
$204K
|
|
|
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
$221K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.88K+ 5.67% |
$215K - $236K
|
128K
$4.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
36+ 156.52% |
$1.13K - $1.24K
|
59
$1.99K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
14New |
$438 - $481
|
14
$472
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-6.07K- 10.24% |
$190K - $208K
|
53.2K
$1.79M
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
710New |
$22.8K - $24K
|
710
$24K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
11+ 1.04% |
$353 - $371
|
1.07K
$36.2K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.33K- 42.4% |
$171K - $180K
|
7.25K
$244K
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-231- 0.87% |
$7.41K - $7.8K
|
26.2K
$883K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-640- 61.96% |
$20.5K - $21.6K
|
393
$13.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
593New |
$19K - $20K
|
593
$20K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
11.3K+ 80.19% |
$362K - $381K
|
25.4K
$856K
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-629- 0.95% |
$20.2K - $21.2K
|
65.9K
$2.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
714New |
$22.9K - $24.1K
|
714
$24.1K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.07% |
$333 - $344
|
13.8K
$466K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
35.9K+ 8.21% |
$1.19M - $1.24M
|
473K
$16M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-5.31K- 1.77% |
$176K - $183K
|
294K
$9.93M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-16.8K- 4.3% |
$554K - $580K
|
373K
$12.6M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-12.2K- 61.46% |
$404K - $422K
|
7.66K
$259K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-1.52K- 18.3% |
$50.2K - $52.5K
|
6.79K
$229K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
18.6K+ 17.81% |
$614K - $642K
|
123K
$4.15M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-4.03K- 80.2% |
$133K - $139K
|
995
$33.6K
|
|
| Q4 2022 | |||||||
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-12.1KClosed |
$384K - $411K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-163- 11.92% |
$5.17K - $5.54K
|
1.21K
$40.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
842New |
$26.7K - $28.6K
|
842
$28.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
600New |
$19K - $20.4K
|
600
$20.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-645- 6.68% |
$20.4K - $21.9K
|
9.01K
$304K
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
44.2KNew |
$1.4M - $1.5M
|
44.2K
$1.49M
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.12K- 2.89% |
$67.2K - $72K
|
71.2K
$2.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-258K- 97.84% |
$8.18M - $8.76M
|
5.71K
$193K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
6.67K+ 74.98% |
$211K - $227K
|
15.6K
$525K
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-67.1K- 51.46% |
$2.13M - $2.28M
|
63.3K
$2.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-252- 1.42% |
$7.99K - $8.56K
|
17.5K
$590K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-21.6K- 12.0% |
$699K - $761K
|
158K
$5.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-3.33K- 98.64% |
$108K - $117K
|
46
$1.55K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
181New |
$5.87K - $6.39K
|
181
$6.11K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-442Closed |
$14.9K - $16.2K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-12Closed |
$404 - $441
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.57K- 52.36% |
$188K - $205K
|
5.07K
$171K
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-9.25K- 22.27% |
$312K - $340K
|
32.3K
$1.09M
|
|