Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
362K+ 30.03% |
$12.1M - $12.5M
|
1.57M
$53.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
344K+ 447.62% |
$11.5M - $11.9M
|
421K
$14.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
232K+ 10.8% |
$7.75M - $8.01M
|
2.38M
$81.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
136K+ 9.46% |
$4.54M - $4.69M
|
1.57M
$53.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
134K+ 152.87% |
$4.5M - $4.65M
|
222K
$7.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
116K+ 986.06% |
$3.88M - $4.01M
|
128K
$4.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
107K+ 6.02% |
$3.58M - $3.69M
|
1.88M
$64.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
101K+ 94.02% |
$3.38M - $3.49M
|
208K
$7.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
97.3K+ 27.59% |
$3.26M - $3.37M
|
450K
$15.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
75.5K+ 83.95% |
$2.53M - $2.61M
|
165K
$5.68M
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
75.1K+ 14.1% |
$2.51M - $2.6M
|
608K
$20.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
73.6K+ 98.12% |
$2.46M - $2.55M
|
149K
$5.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
70.7K+ 9.58% |
$2.37M - $2.45M
|
809K
$27.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
46.1K+ 8.18% |
$1.54M - $1.6M
|
610K
$20.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.1K+ 39.84% |
$1.54M - $1.59M
|
162K
$5.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcia Inc
|
BUY
|
- |
41.9K+ 3.79% |
$1.4M - $1.45M
|
1.15M
$39.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
40.6K+ 70.98% |
$1.36M - $1.41M
|
97.9K
$3.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
36.5K+ 0.26% |
$1.22M - $1.26M
|
13.9M
$476M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
34.3K+ 7.66% |
$1.15M - $1.19M
|
482K
$16.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Mann Financial Group, Inc.
Detroit Lakes, MN |
BUY
|
- |
32KNew |
$1.07M - $1.11M
|
32K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
29.9K+ 3.41% |
$1M - $1.04M
|
909K
$31.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
29.3K+ 816.64% |
$979K - $1.01M
|
32.8K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.8K+ 4.74% |
$829K - $857K
|
548K
$18.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.8K+ 13.73% |
$729K - $753K
|
180K
$6.19M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
19.8K+ 15.21% |
$663K - $685K
|
150K
$5.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.1K+ 14.22% |
$639K - $660K
|
153K
$5.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.6K+ 575.08% |
$588K - $607K
|
20.6K
$707K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.1K+ 2.75% |
$538K - $556K
|
600K
$20.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.5K+ 53.49% |
$518K - $535K
|
44.4K
$1.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
13.2K+ 1.49% |
$441K - $456K
|
899K
$30.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
11.4K+ 10.41% |
$383K - $396K
|
121K
$4.16M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
11.4K+ 11.25% |
$382K - $395K
|
113K
$3.87M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11K+ 16.44% |
$368K - $380K
|
77.9K
$2.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10.7K+ 1.28% |
$358K - $370K
|
846K
$29M
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
10.3K+ 2.22% |
$343K - $354K
|
473K
$16.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.44KNew |
$316K - $326K
|
9.44K
$324K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.97KNew |
$267K - $276K
|
7.97K
$274K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.95K+ 1.34% |
$266K - $275K
|
603K
$20.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.65K+ 79.45% |
$223K - $230K
|
15K
$516K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.53KNew |
$219K - $226K
|
6.53K
$224K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.47KNew |
$217K - $224K
|
6.47K
$222K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.44K+ 11.24% |
$216K - $223K
|
63.8K
$2.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
5.87K+ 50.23% |
$197K - $203K
|
17.6K
$603K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.84KNew |
$196K - $202K
|
5.84K
$200K
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5.38K+ 4.48% |
$180K - $186K
|
126K
$4.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5.15K+ 1.38% |
$172K - $178K
|
378K
$13M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.58K+ 2.58% |
$153K - $158K
|
182K
$6.25M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.07K+ 0.85% |
$136K - $141K
|
481K
$16.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.57KNew |
$86K - $88.9K
|
2.57K
$88.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.02K+ 2.56% |
$67.4K - $69.7K
|
80.9K
$2.77M
|
|