Latest Institutional Purchases of Hartford Fds Total Return Bd E (HTRB)
This list provides information on the latest institutional transactions involving Hartford Fds Total Return Bd E (HTRB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.35K+ 8.91% |
$273K - $283K
|
102K
$3.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
8.24KNew |
$270K - $279K
|
8.24K
$277K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.85K+ 23.43% |
$159K - $164K
|
25.6K
$861K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.58KNew |
$150K - $155K
|
4.58K
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.91K+ 5.68% |
$95.1K - $98.5K
|
54.1K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.37K+ 8.96% |
$77.6K - $80.4K
|
28.8K
$971K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.31K+ 7.71% |
$75.7K - $78.4K
|
32.3K
$1.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
893+ 24.15% |
$29.2K - $30.3K
|
4.59K
$155K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
652New |
$21.3K - $22.1K
|
652
$22K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
635+ 2.66% |
$20.8K - $21.5K
|
24.5K
$824K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
274+ 2.93% |
$8.97K - $9.29K
|
9.63K
$324K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
266New |
$8.7K - $9.02K
|
266
$8.96K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
152New |
$4.97K - $5.15K
|
152
$5.12K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
127New |
$4.16K - $4.31K
|
127
$4.28K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
68New |
$2.22K - $2.31K
|
68
$2.29K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
67New |
$2.19K - $2.27K
|
67
$2.26K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
13+ 1.11% |
$425 - $441
|
1.18K
$39.7K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3+ 300.0% |
$98.2 - $102
|
4
$135
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.03% |
$65.4 - $67.8
|
6.51K
$219K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.77% |
$32.7 - $33.9
|
131
$4.41K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
3.69KNew |
$123K - $126K
|
3.69K
$124K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.94K+ 16.43% |
$98.2K - $100K
|
20.8K
$702K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2.86KNew |
$95.5K - $97.7K
|
2.86K
$96.4K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
750+ 7.35% |
$25K - $25.6K
|
11K
$369K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
659New |
$22K - $22.5K
|
659
$22.2K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
64New |
$2.14K - $2.18K
|
64
$2.16K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.6KNew |
$424K - $467K
|
13.6K
$457K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.88K+ 5.67% |
$215K - $236K
|
128K
$4.32M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
72New |
$2.25K - $2.47K
|
72
$2.42K
|
|
|
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
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
11.3K+ 80.19% |
$362K - $381K
|
25.4K
$855K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
9.57KNew |
$307K - $323K
|
9.57K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.19K+ 74.03% |
$263K - $276K
|
19.3K
$648K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
714New |
$22.9K - $24.1K
|
714
$24K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
710New |
$22.8K - $24K
|
710
$23.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
593New |
$19K - $20K
|
593
$20K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
11+ 1.04% |
$353 - $371
|
1.07K
$36.1K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
35.9K+ 8.21% |
$1.19M - $1.24M
|
473K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.95K+ 30.47% |
$64.9K - $67.2K
|
8.36K
$281K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.07% |
$333 - $344
|
13.8K
$465K
|
|
| Q1 2023 | |||||||
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
18.6K+ 17.81% |
$614K - $642K
|
123K
$4.14M
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
44.2KNew |
$1.4M - $1.5M
|
44.2K
$1.49M
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
6.67K+ 74.98% |
$211K - $227K
|
15.6K
$524K
|
|
|
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
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
181New |
$5.87K - $6.39K
|
181
$6.1K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.46KNew |
$49.2K - $53.7K
|
1.46K
$49.2K
|
|