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 129 institutions that hold shares in the stock, with a total of 48.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
473,428
shares
|
$16 Million
0.26% of portfolio
|
Q2 2023
Added 8.21%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
467,166
shares
|
$15.8 Million
0.02% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
442,636
shares
|
$14.9 Million
2.32% of portfolio
|
Q4 2024
Added 15.02%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
416,883
shares
|
$14.1 Million
3.09% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
377,758
shares
|
$12.7 Million
0.07% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
373,363
shares
|
$12.6 Million
1.84% of portfolio
|
Q1 2023
Reduced 4.3%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
366,922
shares
|
$12.4 Million
0.01% of portfolio
|
Q4 2024
Added 80.6%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
365,157
shares
|
$12.3 Million
0.32% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
352,190
shares
|
$11.9 Million
1.05% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
338,090
shares
|
$11.4 Million
6.41% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
323,370
shares
|
$10.9 Million
0.44% of portfolio
|
Q2 2020
Added 7.92%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
323,237
shares
|
$10.9 Million
0.67% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
294,339
shares
|
$9.93 Million
2.13% of portfolio
|
Q2 2023
Reduced 1.77%
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
272,165
shares
|
$9.19 Million
2.62% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
271,628
shares
|
$9.17 Million
1.7% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
271,041
shares
|
$9.15 Million
0.01% of portfolio
|
Q3 2024
Added 193.72%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
230,106
shares
|
$7.77 Million
0.02% of portfolio
|
Q4 2024
Added 10.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
217,235
shares
|
$7.33 Million
0.01% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
202,464
shares
|
$6.83 Million
0.04% of portfolio
|
Q4 2024
Added 1663.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
202,230
shares
|
$6.83 Million
0.01% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
186,006
shares
|
$6.28 Million
2.11% of portfolio
|
Q4 2024
Reduced 47.52%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
178,971
shares
|
$6.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.45%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
171,087
shares
|
$5.77 Million
0.03% of portfolio
|
Q4 2024
Added 2768.66%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
165,639
shares
|
$5.59 Million
0.0% of portfolio
|
Q4 2024
Added 255.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
162,137
shares
|
$5.47 Million
0.0% of portfolio
|
Q4 2024
Added 13.89%
|