Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.12M+ 2037.37% |
$66.4M - $73M
|
2.23M
$75.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
718K+ 124.52% |
$22.4M - $24.7M
|
1.29M
$43.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
383KNew |
$12M - $13.2M
|
383K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
340K+ 43.24% |
$10.6M - $11.7M
|
1.13M
$38M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
194KNew |
$6.07M - $6.68M
|
194K
$6.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
185KNew |
$5.78M - $6.36M
|
185K
$6.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
139KNew |
$4.35M - $4.79M
|
139K
$4.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
138K+ 911.7% |
$4.32M - $4.75M
|
154K
$5.18M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
125KNew |
$3.9M - $4.29M
|
125K
$4.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
114K+ 54.5% |
$3.56M - $3.92M
|
323K
$10.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
78.6K+ 16.99% |
$2.45M - $2.7M
|
541K
$18.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
69.3K+ 22.64% |
$2.16M - $2.38M
|
375K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.9K+ 12.08% |
$1.84M - $2.02M
|
547K
$18.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53.2KNew |
$1.66M - $1.83M
|
53.2K
$1.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
42K+ 7.72% |
$1.31M - $1.44M
|
586K
$19.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31K+ 5.98% |
$969K - $1.07M
|
550K
$18.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
28.9K+ 12.5% |
$903K - $993K
|
260K
$8.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.2K+ 6.72% |
$882K - $970K
|
449K
$15.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.5KNew |
$735K - $809K
|
23.5K
$794K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.5K+ 15.97% |
$735K - $808K
|
171K
$5.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
21.3KNew |
$665K - $731K
|
21.3K
$718K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.5K+ 60.13% |
$608K - $669K
|
51.8K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.9K+ 20.61% |
$590K - $648K
|
110K
$3.73M
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
18.7K+ 9.98% |
$583K - $641K
|
206K
$6.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.6KNew |
$580K - $638K
|
18.6K
$627K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.3K+ 6.42% |
$542K - $596K
|
288K
$9.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
15.5K+ 4.13% |
$484K - $532K
|
391K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.6KNew |
$424K - $467K
|
13.6K
$458K
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
11.5KNew |
$360K - $396K
|
11.5K
$388K
|
|
|
Jan 17, 2024
Q4 2023
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
10.6KNew |
$333K - $366K
|
10.6K
$359K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
9.53K+ 2.97% |
$298K - $327K
|
331K
$11.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
9.4K+ 66.45% |
$294K - $323K
|
23.5K
$794K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.3K+ 13.29% |
$228K - $251K
|
62.2K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
7.2K+ 240.0% |
$225K - $247K
|
10.2K
$344K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
7.12K+ 9.37% |
$222K - $245K
|
83.1K
$2.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.88K+ 5.67% |
$215K - $236K
|
128K
$4.33M
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
6.73KNew |
$210K - $231K
|
6.73K
$227K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.51KNew |
$203K - $224K
|
6.51K
$220K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.58K+ 6.11% |
$174K - $192K
|
96.9K
$3.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
5.38K+ 3.7% |
$168K - $185K
|
151K
$5.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.15K+ 3.83% |
$98.3K - $108K
|
85.2K
$2.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.96K+ 15.06% |
$92.3K - $102K
|
22.6K
$762K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.8K+ 1.73% |
$87.5K - $96.2K
|
165K
$5.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.82K+ 3.7% |
$56.7K - $62.4K
|
50.8K
$1.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.15KNew |
$36.1K - $39.7K
|
1.15K
$38.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
898+ 10.87% |
$28.1K - $30.9K
|
9.16K
$309K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
750+ 3.85% |
$23.4K - $25.8K
|
20.3K
$683K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
569+ 6.74% |
$17.8K - $19.6K
|
9.01K
$304K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
510+ 3.56% |
$15.9K - $17.5K
|
14.8K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
398+ 1.93% |
$12.4K - $13.7K
|
21K
$709K
|