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 117 institutions that hold shares in the stock, with a total of 42.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
93,506
shares
|
$3.17 Million
1.33% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
93,203
shares
|
$3.16 Million
0.01% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
89,271
shares
|
$3.03 Million
0.18% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
84,979
shares
|
$2.88 Million
0.02% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
84,584
shares
|
$2.87 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
78,291
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 49.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
67,956
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2024
Added 25.62%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
67,268
shares
|
$2.28 Million
0.07% of portfolio
|
Q3 2024
Reduced 43.24%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
52,894
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
46,557
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
42,104
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
36,845
shares
|
$1.25 Million
1.03% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
35,831
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.51%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
33,864
shares
|
$1.15 Million
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
33,638
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
32,301
shares
|
$1.1 Million
1.89% of portfolio
|
Q2 2022
Reduced 22.27%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
27,164
shares
|
$921,946
0.01% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
25,550
shares
|
$867,167
0.19% of portfolio
|
Q2 2024
Added 23.43%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
22,563
shares
|
$765,788
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
21,581
shares
|
$732,459
0.06% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
21,426
shares
|
$727,198
0.11% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
19,475
shares
|
$660,981
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
18,986
shares
|
$644,384
0.02% of portfolio
|
Q3 2024
Added 26.39%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
18,249
shares
|
$619,371
0.4% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
15,750
shares
|
$534,555
0.11% of portfolio
|
Q3 2024
Reduced 9.36%
|