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 95 institutions that hold shares in the stock, with a total of 36.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hartford Funds Management CO LLC
Wayne, PA |
May 03, 2024 Q1 2024 |
14,284,574
shares
|
$478 Million
45.74% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
2,038,396
shares
|
$68.3 Million
0.19% of portfolio
|
Q1 2024
Reduced 8.52%
|
|
|
Wms Partners, LLC
|
May 15, 2024 Q1 2024 |
1,451,437
shares
|
$48.6 Million
3.5% of portfolio
|
Q1 2024
Added 26.03%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,336,527
shares
|
$44.8 Million
0.01% of portfolio
|
Q1 2024
Added 3.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,257,595
shares
|
$42.1 Million
0.0% of portfolio
|
Q1 2024
Added 11.68%
|
|
|
Financial Planning & Information Services, Inc.
|
May 14, 2024 Q1 2024 |
1,097,584
shares
|
$36.8 Million
5.57% of portfolio
|
Q1 2024
Added 22.65%
|
|
|
Marshall Financial Group LLC
|
Apr 19, 2024 Q1 2024 |
870,375
shares
|
$29.1 Million
8.54% of portfolio
|
Q1 2024
Added 16.88%
|
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
797,590
shares
|
$26.7 Million
0.89% of portfolio
|
Q1 2024
Added 1.63%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 13, 2024 Q1 2024 |
785,879
shares
|
$26.3 Million
2.24% of portfolio
|
Q1 2024
Reduced 14.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
706,307
shares
|
$23.7 Million
0.01% of portfolio
|
Q1 2024
Added 29.21%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 10, 2024 Q1 2024 |
639,071
shares
|
$21.4 Million
1.84% of portfolio
|
Q1 2024
Added 3.57%
|
|
|
Howard Financial Services, Ltd.
|
Apr 16, 2024 Q1 2024 |
632,278
shares
|
$21.2 Million
3.68% of portfolio
|
Q1 2024
Added 16.86%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
575,751
shares
|
$19.3 Million
0.03% of portfolio
|
Q1 2024
Added 4.73%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
564,457
shares
|
$18.9 Million
0.03% of portfolio
|
Q1 2024
Reduced 3.69%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
495,985
shares
|
$16.6 Million
0.01% of portfolio
|
Q1 2024
Added 10.59%
|
|
|
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%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Apr 16, 2024 Q1 2024 |
469,639
shares
|
$15.7 Million
1.52% of portfolio
|
Q1 2024
Added 20.15%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 30, 2024 Q1 2024 |
439,667
shares
|
$14.7 Million
2.15% of portfolio
|
Q1 2024
Added 14.8%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 15, 2024 Q1 2024 |
418,505
shares
|
$14 Million
0.32% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
417,134
shares
|
$14 Million
0.02% of portfolio
|
Q1 2024
Added 29.03%
|
|
|
Davenport & CO LLC
|
May 03, 2024 Q1 2024 |
380,888
shares
|
$12.8 Million
0.08% of portfolio
|
Q1 2024
Added 15.23%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 04, 2024 Q1 2024 |
375,478
shares
|
$12.6 Million
0.91% of portfolio
|
Q1 2024
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
373,363
shares
|
$12.5 Million
1.84% of portfolio
|
Q1 2023
Reduced 4.3%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
May 09, 2024 Q1 2024 |
365,350
shares
|
$12.2 Million
2.93% of portfolio
|
Q1 2024
Added 40.54%
|
|
|
Iron Financial, LLC
|
Apr 23, 2024 Q1 2024 |
360,795
shares
|
$12.1 Million
6.83% of portfolio
|
Q1 2024
Reduced 0.55%
|
|