Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
353K+ 44.89% |
$11.5M - $12M
|
1.14M
$39.8M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
236K+ 41.82% |
$7.72M - $8M
|
801K
$28M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
202K+ 13.9% |
$6.6M - $6.84M
|
1.65M
$57.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
197K+ 149.25% |
$6.43M - $6.66M
|
328K
$11.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
196K+ 39.42% |
$6.4M - $6.63M
|
691K
$24.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
193K+ 46.36% |
$6.33M - $6.56M
|
611K
$21.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
150K+ 1.05% |
$4.9M - $5.08M
|
14.4M
$505M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
147K+ 22.98% |
$4.8M - $4.98M
|
786K
$27.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
137K+ 10.92% |
$4.49M - $4.65M
|
1.39M
$48.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
135K+ 554.19% |
$4.41M - $4.57M
|
159K
$5.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
130K+ 20.6% |
$4.26M - $4.41M
|
763K
$26.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
119K+ 10.88% |
$3.91M - $4.05M
|
1.22M
$42.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
119KNew |
$3.88M - $4.02M
|
119K
$4.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
116K+ 16.44% |
$3.8M - $3.94M
|
822K
$28.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
113K+ 1194.67% |
$3.69M - $3.82M
|
122K
$4.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
83.7KNew |
$2.74M - $2.84M
|
83.7K
$2.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
74.7K+ 15.9% |
$2.44M - $2.53M
|
544K
$19M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
67.5K+ 11.72% |
$2.21M - $2.29M
|
643K
$22.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
66.8KNew |
$2.19M - $2.27M
|
66.8K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
61.5K+ 105.33% |
$2.01M - $2.08M
|
120K
$4.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
47.4K+ 10.79% |
$1.55M - $1.61M
|
487K
$17M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.1K+ 8.78% |
$920K - $954K
|
348K
$12.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
24.2KNew |
$790K - $819K
|
24.2K
$845K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
21.3K+ 95.61% |
$696K - $721K
|
43.5K
$1.52M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
18.7K+ 5.12% |
$613K - $635K
|
384K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.3K+ 11.79% |
$534K - $553K
|
155K
$5.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
14.5K+ 4.65% |
$475K - $492K
|
327K
$11.4M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.5KNew |
$343K - $355K
|
10.5K
$367K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.35K+ 8.91% |
$273K - $283K
|
102K
$3.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
8.24KNew |
$270K - $279K
|
8.24K
$288K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
7.75K+ 2.07% |
$254K - $263K
|
383K
$13.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
6.94K+ 8.05% |
$227K - $235K
|
93.2K
$3.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.01K+ 50.01% |
$164K - $170K
|
15K
$526K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.85K+ 23.43% |
$159K - $164K
|
25.6K
$894K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.58KNew |
$150K - $155K
|
4.58K
$160K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
4.18K+ 3.99% |
$137K - $142K
|
109K
$3.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.91K+ 5.68% |
$95.1K - $98.5K
|
54.1K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.37K+ 8.96% |
$77.6K - $80.4K
|
28.8K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.31K+ 7.71% |
$75.7K - $78.4K
|
32.3K
$1.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.08K+ 7.44% |
$35.4K - $36.7K
|
15.6K
$547K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
893+ 24.15% |
$29.2K - $30.3K
|
4.59K
$161K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
652New |
$21.3K - $22.1K
|
652
$22.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
635+ 2.66% |
$20.8K - $21.5K
|
24.5K
$856K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
601+ 2.81% |
$19.7K - $20.4K
|
22K
$770K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
274+ 2.93% |
$8.97K - $9.29K
|
9.63K
$337K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
266New |
$8.7K - $9.02K
|
266
$9.31K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
243+ 19.6% |
$7.95K - $8.24K
|
1.48K
$51.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
202+ 1.18% |
$6.61K - $6.85K
|
17.4K
$608K
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
174+ 2.46% |
$5.69K - $5.9K
|
7.25K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
152New |
$4.97K - $5.15K
|
152
$5.32K
|