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 109 institutions that hold shares in the stock, with a total of 39.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2024 Q2 2024 |
14,434,457
shares
|
$486 Million
45.37% of portfolio
|
Q2 2024
Added 1.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,994,475
shares
|
$67.2 Million
0.16% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Wms Partners, LLC
|
Aug 14, 2024 Q2 2024 |
1,653,221
shares
|
$55.7 Million
3.66% of portfolio
|
Q2 2024
Added 13.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,394,862
shares
|
$47 Million
0.0% of portfolio
|
Q2 2024
Added 10.92%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,322,467
shares
|
$44.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Financial Planning & Information Services, Inc.
|
Aug 13, 2024 Q2 2024 |
1,216,963
shares
|
$41 Million
6.23% of portfolio
|
Q2 2024
Added 10.88%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
1,138,666
shares
|
$38.4 Million
2.82% of portfolio
|
Q2 2024
Added 44.89%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
832,015
shares
|
$28 Million
4.24% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
822,457
shares
|
$27.7 Million
0.01% of portfolio
|
Q2 2024
Added 16.44%
|
|
|
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%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
800,531
shares
|
$27 Million
0.04% of portfolio
|
Q2 2024
Added 41.82%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
766,668
shares
|
$25.8 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
691,499
shares
|
$23.3 Million
0.01% of portfolio
|
Q2 2024
Added 39.42%
|
|
|
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
|
$20.2 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 |
Aug 14, 2024 Q2 2024 |
544,308
shares
|
$18.3 Million
1.69% of portfolio
|
Q2 2024
Added 15.9%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
532,392
shares
|
$17.9 Million
2.35% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
515,075
shares
|
$17.3 Million
1.07% of portfolio
|
Q3 2024
Added 34.4%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
473,428
shares
|
$15.9 Million
0.26% of portfolio
|
Q2 2023
Added 8.21%
|
|
|
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%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
373,363
shares
|
$12.6 Million
1.84% of portfolio
|
Q1 2023
Reduced 4.3%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 09, 2024 Q2 2024 |
357,163
shares
|
$12 Million
0.27% of portfolio
|
Q2 2024
Reduced 14.66%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
354,408
shares
|
$11.9 Million
4.35% of portfolio
|
Q3 2024
New holding
|