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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
29,277
shares
|
$987,805
0.01% of portfolio
|
Q1 2025
Reduced 49.5%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
29,109
shares
|
$982,137
0.01% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
24,424
shares
|
$824,065
0.0% of portfolio
|
Q1 2025
Reduced 88.76%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
23,200
shares
|
$782,768
0.17% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
22,659
shares
|
$764,514
0.08% of portfolio
|
Q2 2025
Added 69.5%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
21,182
shares
|
$714,680
0.16% of portfolio
|
Q1 2025
Added 55.24%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
20,988
shares
|
$708,135
0.1% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
20,492
shares
|
$691,400
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
18,522
shares
|
$624,932
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
16,438
shares
|
$554,618
0.02% of portfolio
|
Q1 2025
Reduced 75.52%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
15,570
shares
|
$525,331
0.77% of portfolio
|
Q4 2022
Added 74.98%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
15,509
shares
|
$523,273
0.0% of portfolio
|
Q1 2025
Reduced 23.12%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
13,705
shares
|
$462,406
0.01% of portfolio
|
Q4 2024
Reduced 27.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
12,891
shares
|
$434,942
0.0% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
12,675
shares
|
$427,654
0.12% of portfolio
|
Q2 2025
Reduced 20.56%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
11,754
shares
|
$396,579
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
11,708
shares
|
$395,027
0.03% of portfolio
|
Q1 2025
Reduced 30.88%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
11,500
shares
|
$388,010
0.0% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
11,389
shares
|
$384,264
0.0% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
11,301
shares
|
$381,295
0.11% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
11,230
shares
|
$378,900
0.4% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
11,128
shares
|
$375,458
0.0% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
10,535
shares
|
$355,450
0.0% of portfolio
|
Q1 2025
Added 839.79%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
10,516
shares
|
$354,809
0.0% of portfolio
|
Q1 2025
Reduced 48.23%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
10,415
shares
|
$351,402
0.01% of portfolio
|
Q1 2025
New holding
|