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 135 institutions that hold shares in the stock, with a total of 51.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
158,038
shares
|
$5.42 Million
0.22% of portfolio
|
Q3 2022
Reduced 12.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
153,336
shares
|
$5.26 Million
0.0% of portfolio
|
Q3 2025
Added 14.22%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
149,998
shares
|
$5.15 Million
0.46% of portfolio
|
Q3 2025
Added 15.21%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
148,634
shares
|
$5.1 Million
2.72% of portfolio
|
Q3 2025
Added 98.12%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
128,239
shares
|
$4.4 Million
0.12% of portfolio
|
Q4 2023
Added 5.67%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
127,655
shares
|
$4.38 Million
0.1% of portfolio
|
Q3 2025
Added 986.06%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
125,515
shares
|
$4.31 Million
0.66% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Oct 20, 2025 Q3 2025 |
121,331
shares
|
$4.16 Million
1.59% of portfolio
|
Q3 2025
Added 10.41%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
117,860
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
112,903
shares
|
$3.87 Million
0.56% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
102,738
shares
|
$3.52 Million
1.37% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
97,902
shares
|
$3.36 Million
0.06% of portfolio
|
Q3 2025
Added 70.98%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
89,586
shares
|
$3.07 Million
0.67% of portfolio
|
Q3 2025
Reduced 25.74%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
82,769
shares
|
$2.84 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
80,871
shares
|
$2.77 Million
1.31% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
80,499
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
77,934
shares
|
$2.67 Million
0.06% of portfolio
|
Q3 2025
Added 16.44%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
77,537
shares
|
$2.66 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Oct 09, 2025 Q3 2025 |
74,715
shares
|
$2.56 Million
2.3% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
63,770
shares
|
$2.19 Million
0.03% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
45,235
shares
|
$1.55 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
44,411
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2025
Added 53.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
43,209
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
40,597
shares
|
$1.39 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
39,246
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 82.52%
|
|