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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
7,385
shares
|
$249,243
0.01% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
7,138
shares
|
$240,907
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
7,105
shares
|
$239,793
0.04% of portfolio
|
Q2 2023
Reduced 9.47%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
6,040
shares
|
$203,850
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
5,800
shares
|
$195,750
0.0% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
5,192
shares
|
$175,230
0.0% of portfolio
|
Q4 2024
Reduced 36.64%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,545
shares
|
$153,393
0.02% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
3,687
shares
|
$124,436
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
2,891
shares
|
$97,571
0.01% of portfolio
|
Q4 2024
Added 115.1%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
2,861
shares
|
$96,558
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,836
shares
|
$95,715
0.0% of portfolio
|
Q4 2024
Reduced 25.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,850
shares
|
$62,437
0.0% of portfolio
|
Q4 2024
Added 103.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,261
shares
|
$42,558
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,121
shares
|
$37,833
0.0% of portfolio
|
Q4 2024
Reduced 80.39%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
842
shares
|
$28,417
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
777
shares
|
$26,223
0.0% of portfolio
|
Q4 2024
Reduced 54.64%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
769
shares
|
$25,953
0.0% of portfolio
|
Q4 2024
Added 25.24%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
268
shares
|
$9,045
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
162
shares
|
$5,467
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
134
shares
|
$4,522
0.0% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
81
shares
|
$2,733
0.0% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
75
shares
|
$2,531
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
67
shares
|
$2,261
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
46
shares
|
$1,552
0.0% of portfolio
|
Q3 2022
Reduced 98.64%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
45
shares
|
$1,518
0.0% of portfolio
|
Q3 2024
New holding
|