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 126 institutions that hold shares in the stock, with a total of 48.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
7,385
shares
|
$248,431
0.01% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
7,138
shares
|
$240,122
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
7,105
shares
|
$239,012
0.04% of portfolio
|
Q2 2023
Reduced 9.47%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
5,800
shares
|
$195,112
0.0% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
5,192
shares
|
$174,658
0.0% of portfolio
|
Q4 2024
Reduced 36.64%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,545
shares
|
$152,893
0.02% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
3,687
shares
|
$124,030
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
2,891
shares
|
$97,253
0.01% of portfolio
|
Q4 2024
Added 115.1%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
2,861
shares
|
$96,244
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,836
shares
|
$95,403
0.0% of portfolio
|
Q4 2024
Reduced 25.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,850
shares
|
$62,234
0.0% of portfolio
|
Q4 2024
Added 103.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,261
shares
|
$42,420
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,121
shares
|
$37,710
0.0% of portfolio
|
Q4 2024
Reduced 80.39%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
842
shares
|
$28,324
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
777
shares
|
$26,138
0.0% of portfolio
|
Q4 2024
Reduced 54.64%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
769
shares
|
$25,869
0.0% of portfolio
|
Q4 2024
Added 25.24%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
268
shares
|
$9,015
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
162
shares
|
$5,449
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
134
shares
|
$4,507
0.0% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
81
shares
|
$2,724
0.0% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
75
shares
|
$2,523
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
67
shares
|
$2,253
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
46
shares
|
$1,547
0.0% of portfolio
|
Q3 2022
Reduced 98.64%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
45
shares
|
$1,513
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
8
shares
|
$269
0.0% of portfolio
|
Q3 2024
New holding
|