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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
324+ 8100.0% |
$10.1K - $11.1K
|
328
$11K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
278+ 556.0% |
$8.69K - $9.55K
|
328
$11K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
277+ 4.97% |
$8.66K - $9.52K
|
5.85K
$197K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
270+ 1.53% |
$8.44K - $9.28K
|
17.9K
$603K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
200+ 1.74% |
$6.25K - $6.87K
|
11.7K
$395K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
72New |
$2.25K - $2.47K
|
72
$2.42K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
46+ 0.43% |
$1.44K - $1.58K
|
10.8K
$364K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
36+ 156.52% |
$1.13K - $1.24K
|
59
$1.99K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25New |
$781 - $859
|
25
$842
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
14New |
$438 - $481
|
14
$472
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
5+ 0.14% |
$156 - $172
|
3.7K
$124K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.21% |
$93.8 - $103
|
1.43K
$48.1K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.79% |
$31.3 - $34.4
|
128
$4.31K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-25- 28.41% |
$781 - $859
|
63
$2.12K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-41- 45.05% |
$1.28K - $1.41K
|
50
$1.68K
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-112- 1.01% |
$3.5K - $3.85K
|
11K
$371K
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-295- -0.0% |
$9.22K - $10.1K
|
14.1M
$474M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-385- 1.67% |
$12K - $13.2K
|
22.6K
$762K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-544- 76.62% |
$17K - $18.7K
|
166
$5.59K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-722- 3.99% |
$22.6K - $24.8K
|
17.4K
$585K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.09K- 2.88% |
$34.2K - $37.6K
|
36.9K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.57K- 23.68% |
$80.3K - $88.3K
|
8.28K
$279K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-5.99K- 0.8% |
$187K - $206K
|
745K
$25.1M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-6.07K- 10.24% |
$190K - $208K
|
53.2K
$1.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.81K- 51.01% |
$213K - $234K
|
6.54K
$220K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-12.2K- 53.49% |
$382K - $420K
|
10.6K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.5K- 3.74% |
$453K - $498K
|
373K
$12.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-17.3K- 4.56% |
$541K - $595K
|
363K
$12.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-28.9K- 4.48% |
$905K - $995K
|
617K
$20.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-31.4K- 83.84% |
$982K - $1.08M
|
6.06K
$204K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-32.5K- 3.98% |
$1.02M - $1.12M
|
785K
$26.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-44.4K- 28.08% |
$1.39M - $1.52M
|
114K
$3.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-56K- 41.91% |
$1.75M - $1.92M
|
77.6K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-57.3K- 61.01% |
$1.79M - $1.97M
|
36.6K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-87K- 17.2% |
$2.72M - $2.99M
|
419K
$14.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-156K- 14.51% |
$4.87M - $5.35M
|
918K
$30.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-209K- 33.85% |
$6.52M - $7.17M
|
408K
$13.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-210K- 15.41% |
$6.55M - $7.21M
|
1.15M
$38.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-524K- 76.06% |
$16.4M - $18M
|
165K
$5.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.47M- 98.88% |
$77.1M - $84.7M
|
27.9K
$939K
|