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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
572+ 0.37% |
$18.9K - $19.5K
|
156K
$5.25M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
533New |
$17.6K - $18.2K
|
533
$18K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400+ 21.62% |
$13.2K - $13.6K
|
2.25K
$75.9K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
250+ 0.68% |
$8.26K - $8.52K
|
36.9K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
160+ 2.76% |
$5.28K - $5.45K
|
5.96K
$201K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
149+ 2.47% |
$4.92K - $5.08K
|
6.19K
$209K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
35+ 1.23% |
$1.16K - $1.19K
|
2.87K
$96.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
20New |
$661 - $682
|
20
$675
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
19New |
$628 - $648
|
19
$641
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3+ 300.0% |
$99.1 - $102
|
4
$135
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.23% |
$33 - $34.1
|
82
$2.77K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
188K+ 10.67% |
$6.25M - $6.57M
|
1.95M
$65.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
55.1K+ 6.52% |
$1.84M - $1.93M
|
900K
$30.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.1KNew |
$870K - $913K
|
26.1K
$880K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.99K+ 4.28% |
$133K - $140K
|
97.2K
$3.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.37K+ 7.51% |
$45.7K - $48K
|
19.6K
$662K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
299New |
$9.97K - $10.5K
|
299
$10.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
268New |
$8.93K - $9.38K
|
268
$9.04K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
162New |
$5.4K - $5.67K
|
162
$5.47K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
155+ 25.24% |
$5.17K - $5.43K
|
769
$25.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
75New |
$2.5K - $2.63K
|
75
$2.53K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 1.53% |
$633 - $665
|
1.26K
$42.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
242K+ 19.89% |
$8.06M - $8.55M
|
1.46M
$49.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
179K+ 193.72% |
$5.95M - $6.32M
|
271K
$9.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.9K+ 25.62% |
$461K - $490K
|
68K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.56KNew |
$252K - $267K
|
7.56K
$255K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.25KNew |
$241K - $256K
|
7.25K
$245K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
45New |
$1.5K - $1.59K
|
45
$1.52K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
39New |
$1.3K - $1.38K
|
39
$1.32K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
12+ 1.02% |
$399 - $424
|
1.19K
$40.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8New |
$266 - $283
|
8
$270
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
8.24KNew |
$270K - $279K
|
8.24K
$278K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
635+ 2.66% |
$20.8K - $21.5K
|
24.5K
$826K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
266New |
$8.7K - $9.02K
|
266
$8.97K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
152New |
$4.97K - $5.15K
|
152
$5.13K
|
|
|
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
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.03% |
$65.4 - $67.8
|
6.51K
$220K
|
|
|
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
$703K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2.86KNew |
$95.5K - $97.7K
|
2.86K
$96.5K
|
|
|
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 | |||||||
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.88K+ 5.67% |
$215K - $236K
|
128K
$4.33M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
72New |
$2.25K - $2.47K
|
72
$2.43K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
36+ 156.52% |
$1.13K - $1.24K
|
59
$1.99K
|
|