Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
40.7K+ 9.12% |
$1.35M - $1.39M
|
487K
$16.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
40.1K+ 59.48% |
$1.33M - $1.37M
|
107K
$3.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
19K+ 2.2% |
$628K - $647K
|
879K
$29.7M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
17.4K+ 2.01% |
$578K - $595K
|
886K
$29.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
12.7K+ 3.72% |
$419K - $432K
|
353K
$11.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
11.8KNew |
$390K - $401K
|
11.8K
$397K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.29K+ 69.5% |
$308K - $317K
|
22.7K
$765K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.8K+ 3.68% |
$92.7K - $95.4K
|
78.9K
$2.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.73K+ 0.99% |
$57.3K - $59K
|
176K
$5.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.26K+ 1.75% |
$41.7K - $43K
|
73.1K
$2.47M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
17+ 0.19% |
$563 - $580
|
9.02K
$304K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$166 - $171
|
21K
$708K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-116- 1.02% |
$3.84K - $3.96K
|
11.3K
$381K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 8.0% |
$33.1K - $34.1K
|
11.5K
$388K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-3.28K- 20.56% |
$109K - $112K
|
12.7K
$428K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-11.8K- 2.57% |
$392K - $403K
|
448K
$15.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-40.3K- 2.17% |
$1.33M - $1.37M
|
1.82M
$61.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-142K- 16.15% |
$4.71M - $4.85M
|
738K
$24.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-166K- 8.48% |
$5.49M - $5.65M
|
1.79M
$60.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-511K- 80.89% |
$16.9M - $17.4M
|
121K
$4.07M
|