Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
57.8K+ 15.02% |
$1.93M - $2.02M
|
443K
$14.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
51.9K+ 6.23% |
$1.73M - $1.82M
|
884K
$29.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
45.9K+ 8.62% |
$1.53M - $1.61M
|
578K
$19.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
40K+ 34.61% |
$1.33M - $1.4M
|
156K
$5.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
38.9K+ 4.8% |
$1.3M - $1.36M
|
849K
$28.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
38.5K+ 6.4% |
$1.28M - $1.35M
|
640K
$21.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
31.2K+ 8.1% |
$1.04M - $1.09M
|
417K
$13.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12.4K+ 29.48% |
$414K - $435K
|
54.5K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
10.5KNew |
$349K - $367K
|
10.5K
$350K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
7.92K+ 23.39% |
$264K - $277K
|
41.8K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.56K+ 3.8% |
$118K - $124K
|
97.1K
$3.24M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.69K+ 0.33% |
$56.4K - $59.2K
|
517K
$17.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.4K+ 1.65% |
$46.6K - $49K
|
86.4K
$2.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.37K+ 7.51% |
$45.7K - $48K
|
19.6K
$655K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.2K+ 4.7% |
$40K - $42K
|
26.8K
$893K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
400+ 2.84% |
$13.3K - $14K
|
14.5K
$484K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
162New |
$5.4K - $5.67K
|
162
$5.41K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-80- 0.37% |
$2.67K - $2.8K
|
21.3K
$713K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-208- 2.26% |
$6.93K - $7.28K
|
9.01K
$301K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.65K- 0.08% |
$55.1K - $57.8K
|
1.99M
$66.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.59K- 16.41% |
$86.2K - $90.5K
|
13.2K
$440K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.59K- 3.06% |
$86.2K - $90.6K
|
82K
$2.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.84K- 1.02% |
$261K - $274K
|
759K
$25.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-10.4K- 3.0% |
$348K - $366K
|
338K
$11.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-18.4K- 12.26% |
$613K - $644K
|
132K
$4.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-168K- 47.52% |
$5.61M - $5.9M
|
186K
$6.21M
|