Purchases and Sales Made in Q1 2024 in Hartford Fds Total Return Bd E (HTRB)
This table provides information about the institutional ownership of Hartford Fds Total Return Bd E (HTRB) during Q1 2024. The information is specifically focused on institutions that hold shares of HARTFORD FDS TOTAL RETURN BD E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
375KNew |
$12.5M - $12.8M
|
375K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
300K+ 26.03% |
$10M - $10.2M
|
1.45M
$49M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
203K+ 22.65% |
$6.76M - $6.92M
|
1.1M
$37M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
200K+ 1.42% |
$6.67M - $6.83M
|
14.3M
$482M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
160K+ 29.21% |
$5.33M - $5.45M
|
706K
$23.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
143K+ 1565.24% |
$4.79M - $4.9M
|
153K
$5.15M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
132K+ 11.68% |
$4.39M - $4.49M
|
1.26M
$42.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
126K+ 16.88% |
$4.19M - $4.29M
|
870K
$29.4M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
121K+ 241.07% |
$4.05M - $4.14M
|
172K
$5.79M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
118K+ 60.95% |
$3.95M - $4.04M
|
313K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
112K+ 65.59% |
$3.74M - $3.82M
|
283K
$9.54M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
105K+ 40.54% |
$3.52M - $3.6M
|
365K
$12.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
93.8K+ 29.03% |
$3.13M - $3.2M
|
417K
$14.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
91.2K+ 16.86% |
$3.04M - $3.12M
|
632K
$21.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
78.8K+ 20.15% |
$2.63M - $2.69M
|
470K
$15.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
56.7K+ 14.8% |
$1.89M - $1.94M
|
440K
$14.8M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
54.2K+ 35.31% |
$1.81M - $1.85M
|
208K
$7.01M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
50.4K+ 15.23% |
$1.68M - $1.72M
|
381K
$12.9M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.5K+ 10.59% |
$1.58M - $1.62M
|
496K
$16.7M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
42.5K+ 3.28% |
$1.42M - $1.45M
|
1.34M
$45.1M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
32.8K+ 11.39% |
$1.09M - $1.12M
|
320K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.6K+ 175.62% |
$1.09M - $1.11M
|
51.2K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
30KNew |
$1M - $1.02M
|
30K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26K+ 4.73% |
$867K - $887K
|
576K
$19.4M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
22.2KNew |
$742K - $759K
|
22.2K
$750K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
22K+ 3.57% |
$735K - $752K
|
639K
$21.6M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.8K+ 59.43% |
$726K - $743K
|
58.4K
$1.97M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
18.1K+ 15.93% |
$604K - $618K
|
132K
$4.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
12.8K+ 1.63% |
$428K - $438K
|
798K
$26.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.36K+ 58.81% |
$212K - $217K
|
17.2K
$579K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.1K+ 52.95% |
$203K - $208K
|
17.6K
$594K
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
BUY
|
- |
5.69K+ 3.77% |
$190K - $194K
|
157K
$5.28M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.32K+ 6.25% |
$178K - $182K
|
90.5K
$3.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.16K+ 71.06% |
$139K - $142K
|
10K
$338K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
3.69KNew |
$123K - $126K
|
3.69K
$124K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.52K+ 48.69% |
$117K - $120K
|
10.7K
$363K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.19K+ 3.84% |
$107K - $109K
|
86.3K
$2.91M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.94K+ 16.43% |
$98.2K - $100K
|
20.8K
$703K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.92K+ 12.43% |
$97.5K - $99.8K
|
26.4K
$892K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2.86KNew |
$95.5K - $97.7K
|
2.86K
$96.5K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.82K+ 24.05% |
$94K - $96.2K
|
14.5K
$490K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.71KNew |
$90.4K - $92.5K
|
2.71K
$91.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2.57K+ 12.08% |
$85.8K - $87.7K
|
23.8K
$804K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.77K+ 7.85% |
$59.1K - $60.5K
|
24.3K
$821K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.19K+ 2380.0% |
$39.7K - $40.6K
|
1.24K
$41.8K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.16K+ 13.99% |
$38.7K - $39.6K
|
9.44K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
750+ 7.35% |
$25K - $25.6K
|
11K
$369K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
659New |
$22K - $22.5K
|
659
$22.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
491+ 0.92% |
$16.4K - $16.8K
|
53.7K
$1.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
450+ 2.22% |
$15K - $15.4K
|
20.7K
$698K
|