Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
984KNew |
$32.7M - $34.7M
|
984K
$33.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
845KNew |
$28.1M - $29.9M
|
845K
$28.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
816KNew |
$27.2M - $28.8M
|
816K
$27.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
354KNew |
$11.8M - $12.5M
|
354K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
322KNew |
$10.7M - $11.4M
|
322K
$10.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
267KNew |
$8.89M - $9.43M
|
267K
$9.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
242K+ 19.89% |
$8.06M - $8.55M
|
1.46M
$49.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
221K+ 26.91% |
$7.37M - $7.82M
|
1.04M
$35.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
181K+ 113.87% |
$6.04M - $6.41M
|
341K
$11.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
179K+ 193.72% |
$5.95M - $6.32M
|
271K
$9.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
140K+ 40.05% |
$4.65M - $4.93M
|
488K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
136K+ 204.06% |
$4.54M - $4.82M
|
203K
$6.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
132K+ 34.4% |
$4.39M - $4.66M
|
515K
$17.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
131K+ 27.89% |
$4.36M - $4.63M
|
601K
$20.4M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
114KNew |
$3.79M - $4.02M
|
114K
$3.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
104K+ 6.32% |
$3.48M - $3.69M
|
1.76M
$59.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
91.7K+ 6.58% |
$3.05M - $3.24M
|
1.49M
$50.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
84.6KNew |
$2.82M - $2.99M
|
84.6K
$2.87M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
69.5K+ 9.12% |
$2.31M - $2.46M
|
832K
$28.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.6K+ 8.32% |
$1.92M - $2.03M
|
749K
$25.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
56.5K+ 17.22% |
$1.88M - $2M
|
385K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46.6KNew |
$1.55M - $1.64M
|
46.6K
$1.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
45.3K+ 9.3% |
$1.51M - $1.6M
|
532K
$18.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.5K+ 6.92% |
$1.48M - $1.57M
|
688K
$23.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
39.2K+ 7.2% |
$1.3M - $1.38M
|
583K
$19.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
33.9KNew |
$1.13M - $1.2M
|
33.9K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
33.5K+ 2.53% |
$1.11M - $1.18M
|
1.36M
$46M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
24.4K+ 3.1% |
$812K - $861K
|
810K
$27.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
22.6KNew |
$751K - $797K
|
22.6K
$766K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.1K+ 16.47% |
$670K - $711K
|
142K
$4.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.5KNew |
$648K - $688K
|
19.5K
$661K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
18.4K+ 5.61% |
$611K - $649K
|
345K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.4K+ 10.36% |
$579K - $614K
|
185K
$6.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
14.7K+ 10.87% |
$490K - $520K
|
150K
$5.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.9K+ 25.62% |
$461K - $490K
|
68K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$387K - $411K
|
11.6K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.9K+ 5.51% |
$362K - $384K
|
208K
$7.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.2K+ 0.51% |
$338K - $359K
|
1.99M
$67.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.71KNew |
$290K - $308K
|
8.71K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.76KNew |
$258K - $274K
|
7.76K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.56KNew |
$252K - $267K
|
7.56K
$256K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.25KNew |
$241K - $256K
|
7.25K
$246K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
6.7K+ 6.15% |
$223K - $237K
|
116K
$3.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.55K+ 6.63% |
$185K - $196K
|
89.3K
$3.03M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.22KNew |
$174K - $185K
|
5.22K
$177K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.05K+ 6.32% |
$168K - $178K
|
85K
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.4K+ 1.23% |
$146K - $155K
|
362K
$12.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.96K+ 26.39% |
$132K - $140K
|
19K
$644K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.59K+ 2.86% |
$86.2K - $91.5K
|
93.2K
$3.16M
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.97K+ 27.16% |
$65.5K - $69.5K
|
9.21K
$313K
|