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 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.28K- 27.82% |
$176K - $185K
|
13.7K
$462K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.37K- 0.93% |
$212K - $223K
|
681K
$23M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.84K- 1.02% |
$261K - $274K
|
759K
$25.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-10.4K- 3.0% |
$348K - $366K
|
338K
$11.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11K- 16.31% |
$366K - $384K
|
56.3K
$1.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-18.4K- 12.26% |
$613K - $644K
|
132K
$4.44M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.7K- 69.3% |
$822K - $863K
|
10.9K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-32.7K- 15.45% |
$1.09M - $1.14M
|
179K
$6.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-42K- 41.98% |
$1.4M - $1.47M
|
58K
$1.96M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-54.1K- 2.71% |
$1.8M - $1.89M
|
1.94M
$65.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-168K- 47.52% |
$5.61M - $5.9M
|
186K
$6.28M
|