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 |
|---|---|---|---|---|---|
|
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 |
Nov 13, 2024 Q3 2024 |
361,560
shares
|
$12.2 Million
0.29% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
354,408
shares
|
$12 Million
4.35% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
348,537
shares
|
$11.8 Million
6.72% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
345,465
shares
|
$11.7 Million
1.11% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
340,622
shares
|
$11.5 Million
0.08% of portfolio
|
Q3 2024
Added 113.87%
|
|
|
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 |
Nov 12, 2024 Q3 2024 |
321,827
shares
|
$10.9 Million
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
294,339
shares
|
$9.93 Million
2.13% of portfolio
|
Q2 2023
Reduced 1.77%
|
|
|
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%
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
266,994
shares
|
$9.01 Million
3.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
211,670
shares
|
$7.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
208,403
shares
|
$7.03 Million
0.02% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
208,091
shares
|
$7.02 Million
0.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
203,166
shares
|
$6.85 Million
0.01% of portfolio
|
Q3 2024
Added 204.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
185,168
shares
|
$6.25 Million
0.01% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
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
|
Oct 16, 2024 Q3 2024 |
155,814
shares
|
$5.26 Million
0.84% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
150,066
shares
|
$5.06 Million
2.89% of portfolio
|
Q3 2024
Added 10.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
142,359
shares
|
$4.8 Million
0.0% of portfolio
|
Q3 2024
Added 16.47%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
128,239
shares
|
$4.33 Million
0.12% of portfolio
|
Q4 2023
Added 5.67%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 16, 2024 Q3 2024 |
115,612
shares
|
$3.9 Million
0.8% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
113,886
shares
|
$3.84 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
99,932
shares
|
$3.37 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
93,506
shares
|
$3.15 Million
1.33% of portfolio
|
Q3 2024
Added 0.33%
|