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 130 institutions that hold shares in the stock, with a total of 48.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hartford Funds Management CO LLC
Wayne, PA |
May 05, 2025 Q1 2025 |
13,642,385
shares
|
$460 Million
44.94% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,815,048
shares
|
$61.2 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,786,415
shares
|
$60.3 Million
0.49% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,688,681
shares
|
$57 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,685,123
shares
|
$56.9 Million
0.08% of portfolio
|
Q1 2025
Added 15924.37%
|
|
|
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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,451,639
shares
|
$49 Million
0.02% of portfolio
|
Q1 2025
Added 44.27%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,446,833
shares
|
$48.8 Million
0.01% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,238,086
shares
|
$41.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
989,719
shares
|
$33.4 Million
0.03% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
984,079
shares
|
$33.2 Million
7.51% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
900,338
shares
|
$30.4 Million
0.19% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
885,861
shares
|
$29.9 Million
3.98% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
885,760
shares
|
$29.9 Million
6.14% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
879,096
shares
|
$29.7 Million
27.57% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
834,880
shares
|
$28.2 Million
2.23% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
815,047
shares
|
$27.5 Million
2.28% of portfolio
|
Q1 2025
Reduced 16.23%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
770,189
shares
|
$26 Million
0.86% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
742,507
shares
|
$25.1 Million
0.47% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
738,126
shares
|
$24.9 Million
2.05% of portfolio
|
Q2 2025
Reduced 16.15%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
657,323
shares
|
$22.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
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%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
532,731
shares
|
$18 Million
3.97% of portfolio
|
Q1 2025
Added 27.79%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
525,983
shares
|
$17.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 29.48%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
523,294
shares
|
$17.7 Million
2.22% of portfolio
|
Q1 2025
Reduced 9.51%
|