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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.99K+ 4.28% |
$133K - $140K
|
97.2K
$3.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.6K+ 0.99% |
$120K - $126K
|
365K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.56K+ 3.8% |
$118K - $124K
|
97.1K
$3.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.88K+ 8.04% |
$96K - $101K
|
38.7K
$1.32M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.69K+ 0.33% |
$56.4K - $59.2K
|
517K
$17.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.55K+ 115.1% |
$51.6K - $54.2K
|
2.89K
$98.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.41K+ 0.44% |
$47K - $49.4K
|
323K
$11M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.4K+ 1.65% |
$46.6K - $49K
|
86.4K
$2.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.37K+ 7.51% |
$45.7K - $48K
|
19.6K
$668K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.2K+ 4.7% |
$40K - $42K
|
26.8K
$911K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
940+ 103.3% |
$31.3K - $32.9K
|
1.85K
$63K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
577+ 11.05% |
$19.2K - $20.2K
|
5.8K
$198K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
400+ 2.84% |
$13.3K - $14K
|
14.5K
$494K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
279+ 2.55% |
$9.3K - $9.77K
|
11.2K
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
268New |
$8.93K - $9.38K
|
268
$9.13K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
162New |
$5.4K - $5.67K
|
162
$5.52K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
155+ 25.24% |
$5.17K - $5.43K
|
769
$26.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
75New |
$2.5K - $2.63K
|
75
$2.55K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 1.53% |
$633 - $665
|
1.26K
$42.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18+ 28.57% |
$600 - $630
|
81
$2.76K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 1.52% |
$66.7 - $70
|
134
$4.56K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3- 75.0% |
$100 - $105
|
1
$34.1
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-80- 0.37% |
$2.67K - $2.8K
|
21.3K
$727K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-117- 0.01% |
$3.9K - $4.1K
|
973K
$33.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-208- 2.26% |
$6.93K - $7.28K
|
9.01K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-220- 0.6% |
$7.33K - $7.7K
|
36.6K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-223- 2.4% |
$7.43K - $7.81K
|
9.07K
$309K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-378- 4.87% |
$12.6K - $13.2K
|
7.39K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-543- 3.72% |
$18.1K - $19K
|
14.1K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
SELL
|
- |
-723- 0.46% |
$24.1K - $25.3K
|
155K
$5.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-769- 5.94% |
$25.6K - $26.9K
|
12.2K
$415K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-936- 54.64% |
$31.2K - $32.8K
|
777
$26.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-993- 25.93% |
$33.1K - $34.8K
|
2.84K
$96.6K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 9.51% |
$36.8K - $38.7K
|
10.5K
$358K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.65K- 0.08% |
$55.1K - $57.8K
|
1.99M
$67.9M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.72K- 11.21% |
$57.4K - $60.3K
|
13.6K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.11K- 2.7% |
$70.5K - $74K
|
76.2K
$2.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.59K- 16.41% |
$86.2K - $90.5K
|
13.2K
$448K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.59K- 3.06% |
$86.2K - $90.6K
|
82K
$2.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.72K- 24.02% |
$90.6K - $95.2K
|
8.6K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3K- 36.64% |
$100K - $105K
|
5.19K
$177K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.18K- 0.42% |
$106K - $111K
|
746K
$25.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.13K- 15.19% |
$138K - $144K
|
23K
$785K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-4.37K- 19.37% |
$146K - $153K
|
18.2K
$620K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-4.6K- 80.39% |
$153K - $161K
|
1.12K
$38.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.64K- 21.51% |
$155K - $163K
|
16.9K
$577K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.28K- 27.82% |
$176K - $185K
|
13.7K
$467K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.37K- 0.93% |
$212K - $223K
|
681K
$23.2M
|