Institutional Ownership Hartford Fds Total Return Bd E (HTRB)
This table provides information about the institutional ownership of Hartford Fds Total Return Bd E (HTRB). We have compiled data on the 117 institutions that hold shares in the stock, with a total of 42.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
3,687
shares
|
$123,477
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
2,861
shares
|
$95,814
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,713
shares
|
$57,368
0.0% of portfolio
|
Q3 2024
Added 162.73%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,344
shares
|
$45,010
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,242
shares
|
$41,594
0.0% of portfolio
|
Q2 2024
Reduced 54.15%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
1,192
shares
|
$39,920
0.03% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
910
shares
|
$30,475
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
842
shares
|
$28,198
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
614
shares
|
$20,562
0.0% of portfolio
|
Q3 2024
Reduced 58.6%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
132
shares
|
$4,420
0.0% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
67
shares
|
$2,243
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
63
shares
|
$2,109
0.0% of portfolio
|
Q2 2024
Reduced 53.68%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
46
shares
|
$1,540
0.0% of portfolio
|
Q3 2022
Reduced 98.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
39
shares
|
$1,306
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
8
shares
|
$267
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4
shares
|
$133
0.0% of portfolio
|
Q2 2024
Added 300.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|