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 |
|---|---|---|---|---|---|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
32,301
shares
|
$1.09 Million
1.89% of portfolio
|
Q2 2022
Reduced 22.27%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
26,750
shares
|
$902,812
0.19% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
26,591
shares
|
$897,446
0.01% of portfolio
|
Q4 2024
Added 36.54%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
26,090
shares
|
$880,537
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
23,038
shares
|
$777,532
0.01% of portfolio
|
Q4 2024
Reduced 15.19%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
21,346
shares
|
$720,427
0.1% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
20,313
shares
|
$685,563
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
20,172
shares
|
$680,805
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
19,620
shares
|
$662,175
0.42% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
18,192
shares
|
$613,980
0.19% of portfolio
|
Q4 2024
Reduced 19.37%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
16,938
shares
|
$571,657
0.05% of portfolio
|
Q4 2024
Reduced 21.51%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
15,570
shares
|
$525,487
0.77% of portfolio
|
Q4 2022
Added 74.98%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
15,368
shares
|
$518,670
0.13% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
14,500
shares
|
$489,375
0.0% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
14,060
shares
|
$474,525
0.0% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
13,705
shares
|
$462,543
0.01% of portfolio
|
Q4 2024
Reduced 27.82%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
13,165
shares
|
$444,318
0.09% of portfolio
|
Q4 2024
Reduced 16.41%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
12,173
shares
|
$410,838
0.0% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
11,208
shares
|
$378,270
0.0% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
10,516
shares
|
$354,915
0.0% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
10,477
shares
|
$353,598
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
9,070
shares
|
$306,112
0.03% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
9,005
shares
|
$303,918
0.12% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,598
shares
|
$290,182
0.0% of portfolio
|
Q4 2024
Reduced 24.02%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,557
shares
|
$255,048
0.01% of portfolio
|
Q3 2024
New holding
|