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 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
152New |
$4.97K - $5.15K
|
152
$5.13K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
127New |
$4.16K - $4.31K
|
127
$4.28K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
123+ 0.14% |
$4.02K - $4.17K
|
90.6K
$3.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
68New |
$2.22K - $2.31K
|
68
$2.29K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
67New |
$2.19K - $2.27K
|
67
$2.26K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
13+ 1.11% |
$425 - $441
|
1.18K
$39.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3+ 300.0% |
$98.2 - $102
|
4
$135
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3+ 300.0% |
$98.2 - $102
|
4
$135
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.03% |
$65.4 - $67.8
|
6.51K
$220K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.77% |
$32.7 - $33.9
|
131
$4.42K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-25- 1.83% |
$818 - $848
|
1.34K
$45.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-73- 53.68% |
$2.39K - $2.47K
|
63
$2.13K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-374- 0.18% |
$12.2K - $12.7K
|
207K
$7M
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-617- 1.72% |
$20.2K - $20.9K
|
35.2K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-676- 1.26% |
$22.1K - $22.9K
|
53K
$1.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-932- 5.92% |
$30.5K - $31.6K
|
14.8K
$500K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.07K- 7.2% |
$34.9K - $36.2K
|
13.7K
$464K
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
SELL
|
- |
-1.3K- 0.83% |
$42.5K - $44K
|
155K
$5.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.47K- 54.15% |
$48K - $49.7K
|
1.24K
$41.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.14K- 18.53% |
$70K - $72.5K
|
9.4K
$317K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.29K- 12.98% |
$74.8K - $77.5K
|
15.3K
$517K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-2.68K- 12.58% |
$87.8K - $91K
|
18.7K
$629K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.73K- 11.77% |
$89.2K - $92.4K
|
20.4K
$689K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-3.03K- 28.21% |
$99.2K - $103K
|
7.72K
$260K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.51K- 35.87% |
$115K - $119K
|
6.28K
$212K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.72K- 2.17% |
$122K - $126K
|
168K
$5.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.29K- 9.64% |
$140K - $145K
|
40.2K
$1.36M
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
SELL
|
- |
-5.61K- 1.56% |
$184K - $190K
|
355K
$12M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.88K- 15.83% |
$258K - $267K
|
41.9K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-14.1K- 1.05% |
$460K - $477K
|
1.32M
$44.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-15.5K- 9.42% |
$507K - $525K
|
149K
$5.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-24.7K- 8.74% |
$809K - $838K
|
258K
$8.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-27.1K- 3.4% |
$887K - $919K
|
770K
$26M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-28.8K- 63.35% |
$942K - $976K
|
16.7K
$562K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.7K- 86.05% |
$1.4M - $1.45M
|
6.92K
$233K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-53.1K- 36.53% |
$1.74M - $1.8M
|
92.3K
$3.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-54.1K- 2.65% |
$1.77M - $1.83M
|
1.98M
$67M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-61.3K- 14.66% |
$2.01M - $2.08M
|
357K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-85K- 30.08% |
$2.78M - $2.88M
|
198K
$6.66M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-126K- 82.43% |
$4.12M - $4.26M
|
26.8K
$905K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-301K- 79.01% |
$9.85M - $10.2M
|
79.9K
$2.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-400K- 46.0% |
$13.1M - $13.6M
|
470K
$15.9M
|