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 |
|---|---|---|---|---|---|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
9,021
shares
|
$304,368
0.14% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
7,901
shares
|
$266,579
0.0% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,557
shares
|
$254,973
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
7,164
shares
|
$241,713
0.0% of portfolio
|
Q1 2025
Added 822.01%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
7,019
shares
|
$236,821
0.01% of portfolio
|
Q1 2025
Reduced 87.53%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
6,779
shares
|
$228,723
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
6,189
shares
|
$208,816
0.02% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
5,960
shares
|
$201,090
0.0% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,545
shares
|
$153,348
0.02% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
3,687
shares
|
$124,399
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,871
shares
|
$96,867
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,661
shares
|
$89,782
0.01% of portfolio
|
Q1 2025
Reduced 7.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,250
shares
|
$75,915
0.0% of portfolio
|
Q1 2025
Added 21.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,261
shares
|
$42,546
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
923
shares
|
$31,142
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
876
shares
|
$29,556
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
842
shares
|
$28,409
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
533
shares
|
$17,983
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
267
shares
|
$9,008
0.0% of portfolio
|
Q1 2025
Reduced 99.93%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
82
shares
|
$2,766
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
75
shares
|
$2,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
67
shares
|
$2,260
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
46
shares
|
$1,552
0.0% of portfolio
|
Q3 2022
Reduced 98.64%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
45
shares
|
$1,518
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
20
shares
|
$674
0.0% of portfolio
|
Q1 2025
New holding
|