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 |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
158,038
shares
|
$5.33 Million
0.22% of portfolio
|
Q3 2022
Reduced 12.0%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
155,626
shares
|
$5.25 Million
0.95% of portfolio
|
Q4 2024
Added 34.61%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
155,091
shares
|
$5.23 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
131,670
shares
|
$4.44 Million
0.86% of portfolio
|
Q4 2024
Reduced 12.26%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
128,239
shares
|
$4.33 Million
0.12% of portfolio
|
Q4 2023
Added 5.67%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
113,453
shares
|
$3.83 Million
0.57% of portfolio
|
Q4 2024
Added 68.44%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
110,323
shares
|
$3.72 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
97,244
shares
|
$3.28 Million
0.19% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
97,196
shares
|
$3.28 Million
0.01% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
97,061
shares
|
$3.28 Million
1.33% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
97,057
shares
|
$3.28 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
86,378
shares
|
$2.92 Million
0.02% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
81,997
shares
|
$2.77 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
76,177
shares
|
$2.57 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
67,961
shares
|
$2.29 Million
2.47% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
67,157
shares
|
$2.27 Million
0.09% of portfolio
|
Q4 2024
Added 671.12%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
59,650
shares
|
$2.01 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
57,977
shares
|
$1.96 Million
0.02% of portfolio
|
Q4 2024
Reduced 41.98%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
56,297
shares
|
$1.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 16.31%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
54,518
shares
|
$1.84 Million
0.05% of portfolio
|
Q4 2024
Added 29.48%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
47,978
shares
|
$1.62 Million
0.5% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
41,786
shares
|
$1.41 Million
0.82% of portfolio
|
Q4 2024
Added 23.39%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
38,711
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
36,625
shares
|
$1.24 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
33,638
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Added 4.07%
|