Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
250+ 0.68% |
$8.26K - $8.52K
|
36.9K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
160+ 2.76% |
$5.28K - $5.45K
|
5.96K
$202K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
149+ 2.47% |
$4.92K - $5.08K
|
6.19K
$210K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
35+ 1.23% |
$1.16K - $1.19K
|
2.87K
$97.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
20New |
$661 - $682
|
20
$678
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
19New |
$628 - $648
|
19
$644
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3+ 300.0% |
$99.1 - $102
|
4
$136
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.23% |
$33 - $34.1
|
82
$2.78K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1- 0.01% |
$33 - $34.1
|
9K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-80- 0.71% |
$2.64K - $2.73K
|
11.1K
$377K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-134Closed |
$4.43K - $4.57K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-230- 7.96% |
$7.6K - $7.84K
|
2.66K
$90.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-363- 1.7% |
$12K - $12.4K
|
21K
$711K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-697- 8.11% |
$23K - $23.8K
|
7.9K
$268K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-784- 6.44% |
$25.9K - $26.7K
|
11.4K
$386K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.17K- 8.31% |
$38.6K - $39.9K
|
12.9K
$437K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.42K- 0.38% |
$46.8K - $48.3K
|
376K
$12.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.75K- 13.28% |
$57.7K - $59.6K
|
11.4K
$387K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2K- 13.79% |
$66.1K - $68.2K
|
12.5K
$424K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.19K- 2.53% |
$72.3K - $74.6K
|
84.2K
$2.85M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-2.24K- 12.3% |
$73.9K - $76.3K
|
16K
$541K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.8K- 1.22% |
$92.4K - $95.3K
|
227K
$7.7M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.16K- 0.98% |
$105K - $108K
|
320K
$10.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.55K- 13.27% |
$117K - $121K
|
23.2K
$786K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.66K- 23.12% |
$154K - $159K
|
15.5K
$525K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.23K- 30.88% |
$173K - $178K
|
11.7K
$397K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.41K- 1.59% |
$245K - $253K
|
460K
$15.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-8.42K- 1.32% |
$278K - $287K
|
631K
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-9.8K- 48.23% |
$324K - $334K
|
10.5K
$356K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-12K- 3.55% |
$396K - $409K
|
326K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-13.2K- 1.47% |
$436K - $450K
|
886K
$30M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-13.6K- 6.87% |
$448K - $462K
|
184K
$6.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
SELL
|
- |
-15.1K- 1.51% |
$498K - $514K
|
984K
$33.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-15.5K- 1.75% |
$510K - $527K
|
868K
$29.4M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-15.8K- 32.84% |
$520K - $537K
|
32.2K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.1K- 3.53% |
$795K - $821K
|
657K
$22.3M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.7K- 49.5% |
$948K - $978K
|
29.3K
$992K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-28.9K- 17.45% |
$955K - $985K
|
137K
$4.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-33.1K- 29.18% |
$1.09M - $1.13M
|
80.3K
$2.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-33.9K- 42.19% |
$1.12M - $1.16M
|
46.5K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-35.2K- 19.67% |
$1.16M - $1.2M
|
144K
$4.87M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-47.4K- 23.43% |
$1.57M - $1.62M
|
155K
$5.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-49.3K- 87.53% |
$1.63M - $1.68M
|
7.02K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-50.7K- 75.52% |
$1.68M - $1.73M
|
16.4K
$557K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-52.4K- 4.06% |
$1.73M - $1.79M
|
1.24M
$41.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-55K- 9.51% |
$1.82M - $1.88M
|
523K
$17.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-56.3K- 6.14% |
$1.86M - $1.92M
|
860K
$29.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-62.9K- 3.59% |
$2.08M - $2.14M
|
1.69M
$57.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-70.4K- 13.62% |
$2.32M - $2.4M
|
446K
$15.1M
|