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 48.6 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 |
|---|---|---|---|---|---|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
518,735
shares
|
$17.5 Million
3.23% of portfolio
|
Q1 2025
Added 90.97%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
488,609
shares
|
$16.5 Million
0.01% of portfolio
|
Q1 2025
Added 4982.27%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
487,095
shares
|
$16.4 Million
1.0% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
473,428
shares
|
$16 Million
0.26% of portfolio
|
Q2 2023
Added 8.21%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
452,332
shares
|
$15.3 Million
2.44% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
447,939
shares
|
$15.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
376,340
shares
|
$12.7 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
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%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
363,552
shares
|
$12.3 Million
1.19% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
352,805
shares
|
$11.9 Million
3.47% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
326,088
shares
|
$11 Million
6.29% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
323,370
shares
|
$10.9 Million
0.44% of portfolio
|
Q2 2020
Added 7.92%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
320,073
shares
|
$10.8 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
294,339
shares
|
$9.93 Million
2.13% of portfolio
|
Q2 2023
Reduced 1.77%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
275,368
shares
|
$9.29 Million
2.73% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
271,041
shares
|
$9.14 Million
0.01% of portfolio
|
Q3 2024
Added 193.72%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
227,310
shares
|
$7.67 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
209,093
shares
|
$7.05 Million
0.04% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
203,075
shares
|
$6.85 Million
0.0% of portfolio
|
Q1 2025
Added 109.23%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
183,637
shares
|
$6.2 Million
1.96% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
175,818
shares
|
$5.93 Million
0.97% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
169,888
shares
|
$5.73 Million
0.0% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
158,038
shares
|
$5.33 Million
0.22% of portfolio
|
Q3 2022
Reduced 12.0%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
155,663
shares
|
$5.25 Million
0.83% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
154,848
shares
|
$5.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.43%
|