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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
354KNew |
$11.8M - $12.5M
|
354K
$11.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
267KNew |
$8.89M - $9.43M
|
267K
$8.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
181K+ 113.87% |
$6.04M - $6.41M
|
341K
$11.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
179K+ 193.72% |
$5.95M - $6.32M
|
271K
$9.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
132K+ 34.4% |
$4.39M - $4.66M
|
515K
$17.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
131K+ 27.89% |
$4.36M - $4.63M
|
601K
$20.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
84.6KNew |
$2.82M - $2.99M
|
84.6K
$2.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
69.5K+ 9.12% |
$2.31M - $2.46M
|
832K
$28M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
56.5K+ 17.22% |
$1.88M - $2M
|
385K
$13M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
45.3K+ 9.3% |
$1.51M - $1.6M
|
532K
$17.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.5K+ 6.92% |
$1.48M - $1.57M
|
688K
$23.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
33.9KNew |
$1.13M - $1.2M
|
33.9K
$1.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
24.4K+ 3.1% |
$812K - $861K
|
810K
$27.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
22.6KNew |
$751K - $797K
|
22.6K
$760K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
14.7K+ 10.87% |
$490K - $520K
|
150K
$5.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.2K+ 0.51% |
$338K - $359K
|
1.99M
$67.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.25KNew |
$241K - $256K
|
7.25K
$244K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
6.7K+ 6.15% |
$223K - $237K
|
116K
$3.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.55K+ 6.63% |
$185K - $196K
|
89.3K
$3.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.05K+ 6.32% |
$168K - $178K
|
85K
$2.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.96K+ 26.39% |
$132K - $140K
|
19K
$639K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.59K+ 2.86% |
$86.2K - $91.5K
|
93.2K
$3.14M
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.97K+ 27.16% |
$65.5K - $69.5K
|
9.21K
$310K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.92K+ 4.77% |
$63.9K - $67.8K
|
42.1K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
1.58K+ 0.41% |
$52.5K - $55.7K
|
386K
$13M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
537+ 0.35% |
$17.9K - $19K
|
156K
$5.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
309+ 0.33% |
$10.3K - $10.9K
|
93.5K
$3.15M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
45+ 0.29% |
$1.5K - $1.59K
|
15.4K
$518K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
39New |
$1.3K - $1.38K
|
39
$1.31K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8New |
$266 - $283
|
8
$269
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.3% |
$133 - $141
|
1.34K
$45.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-130- 0.25% |
$4.33K - $4.59K
|
52.9K
$1.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-216- 3.44% |
$7.19K - $7.63K
|
6.06K
$204K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-221- 1.49% |
$7.36K - $7.81K
|
14.6K
$492K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-590- 2.68% |
$19.6K - $20.8K
|
21.4K
$722K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-805- 5.86% |
$26.8K - $28.4K
|
12.9K
$436K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-869- 58.6% |
$28.9K - $30.7K
|
614
$20.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.52K- 9.73% |
$50.6K - $53.7K
|
14.1K
$475K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.63K- 9.36% |
$54.1K - $57.4K
|
15.8K
$530K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2K- 25.92% |
$66.6K - $70.7K
|
5.72K
$193K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.83K- 0.5% |
$127K - $135K
|
767K
$25.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-6.65K- 1.87% |
$221K - $235K
|
349K
$11.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-13.7K- 9.19% |
$456K - $484K
|
135K
$4.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-13.9K- 51.75% |
$462K - $490K
|
12.9K
$436K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.7K- 2.4% |
$489K - $519K
|
596K
$20.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-51.2K- 43.24% |
$1.71M - $1.81M
|
67.3K
$2.27M
|