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 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
346+ 3.84% |
$11.5K - $11.8K
|
9.36K
$318K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
343+ 5.1% |
$11.4K - $11.7K
|
7.07K
$240K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
330+ 1.57% |
$11K - $11.3K
|
21.3K
$724K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
73+ 115.87% |
$2.44K - $2.49K
|
136
$4.62K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
64New |
$2.14K - $2.18K
|
64
$2.17K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
13+ 1.13% |
$434 - $444
|
1.17K
$39.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
3+ 0.08% |
$100 - $102
|
3.7K
$126K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.05% |
$100 - $102
|
6.51K
$221K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 1.56% |
$66.7 - $68.3
|
130
$4.41K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3- 75.0% |
$100 - $102
|
1
$33.9
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-22- 0.15% |
$734 - $751
|
14.8K
$503K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-25Closed |
$834 - $854
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-63- 4.41% |
$2.1K - $2.15K
|
1.37K
$46.3K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-305- 0.07% |
$10.2K - $10.4K
|
419K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-327- 99.7% |
$10.9K - $11.2K
|
1
$33.9
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-327- 99.7% |
$10.9K - $11.2K
|
1
$33.9
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-394- 1.67% |
$13.1K - $13.5K
|
23.1K
$786K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-555- 5.04% |
$18.5K - $18.9K
|
10.5K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-556- 1.09% |
$18.6K - $19K
|
50.3K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-790- 0.57% |
$26.4K - $27K
|
138K
$4.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-844- 7.94% |
$28.2K - $28.8K
|
9.79K
$332K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.13K- 3.05% |
$37.5K - $38.4K
|
35.8K
$1.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 5.34% |
$40.3K - $41.2K
|
21.4K
$727K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.61K- 9.28% |
$53.8K - $55K
|
15.8K
$535K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-1.98K- 0.55% |
$66.2K - $67.7K
|
361K
$12.2M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.04K- 3.93% |
$68K - $69.6K
|
49.8K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.22K- 3.32% |
$107K - $110K
|
93.7K
$3.18M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10K- 9.09% |
$335K - $343K
|
100K
$3.41M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.3K- 58.61% |
$545K - $558K
|
11.5K
$392K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-17.7K- 28.48% |
$591K - $605K
|
44.5K
$1.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-20.1K- 16.12% |
$672K - $687K
|
105K
$3.55M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-21.6K- 3.69% |
$721K - $738K
|
564K
$19.2M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-32.1K- 41.42% |
$1.07M - $1.1M
|
45.5K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-90.7K- 24.31% |
$3.03M - $3.1M
|
282K
$9.59M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-113K- 92.28% |
$3.76M - $3.85M
|
9.44K
$320K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-115K- 69.93% |
$3.85M - $3.94M
|
49.6K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-132K- 14.36% |
$4.4M - $4.5M
|
786K
$26.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-190K- 8.52% |
$6.34M - $6.49M
|
2.04M
$69.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-230K- 61.25% |
$7.67M - $7.84M
|
145K
$4.93M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-600K- 73.5% |
$20M - $20.5M
|
216K
$7.34M
|