Institutional Ownership Hartford Fds Total Return Bd E (HTRB)
This table provides information about the institutional ownership of Hartford Fds Total Return Bd E (HTRB). We have compiled data on the 115 institutions that hold shares in the stock, with a total of 41.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2024 Q3 2024 |
13,728,066
shares
|
$463 Million
44.48% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,994,475
shares
|
$67.3 Million
0.16% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
1,757,689
shares
|
$59.3 Million
3.62% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,486,576
shares
|
$50.2 Million
0.0% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,459,028
shares
|
$49.2 Million
7.03% of portfolio
|
Q3 2024
Added 19.89%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,355,948
shares
|
$45.7 Million
0.01% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,043,757
shares
|
$35.2 Million
0.02% of portfolio
|
Q3 2024
Added 26.91%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
983,533
shares
|
$33.2 Million
7.69% of portfolio
|
Q3 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
973,108
shares
|
$32.8 Million
2.3% of portfolio
|
Q3 2024
Reduced 14.54%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
832,015
shares
|
$28.1 Million
4.24% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
816,462
shares
|
$27.5 Million
6.31% of portfolio
|
Q4 2022
Added 101.14%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
810,298
shares
|
$27.3 Million
2.28% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
766,668
shares
|
$25.9 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
749,057
shares
|
$25.3 Million
0.01% of portfolio
|
Q3 2024
Added 8.32%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
687,775
shares
|
$23.2 Million
0.04% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
601,097
shares
|
$20.3 Million
5.1% of portfolio
|
Q3 2024
Added 27.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
595,846
shares
|
$20.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
583,476
shares
|
$19.7 Million
1.73% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
532,392
shares
|
$18 Million
2.35% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
515,075
shares
|
$17.4 Million
1.07% of portfolio
|
Q3 2024
Added 34.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
487,960
shares
|
$16.5 Million
0.02% of portfolio
|
Q3 2024
Added 40.05%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
473,428
shares
|
$16 Million
0.26% of portfolio
|
Q2 2023
Added 8.21%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
424,547
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 46.97%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
385,649
shares
|
$13 Million
2.93% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
384,821
shares
|
$13 Million
2.16% of portfolio
|
Q3 2024
Added 17.22%
|