Purchases and Sales Made in Q4 2025 in Hartford Fds Total Return Bd E (HTRB)
This table provides information about the institutional ownership of Hartford Fds Total Return Bd E (HTRB) during Q4 2025. The information is specifically focused on institutions that hold shares of HARTFORD FDS TOTAL RETURN BD E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
83.5K+ 9.18% |
$2.86M - $2.91M
|
993K
$34.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
43.4K+ 5.37% |
$1.49M - $1.51M
|
852K
$29.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
40.2K+ 12.04% |
$1.38M - $1.4M
|
375K
$12.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
35.8K+ 17.17% |
$1.23M - $1.25M
|
244K
$8.38M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
27.7K+ 3.08% |
$950K - $964K
|
927K
$31.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
16.8K+ 13.18% |
$577K - $586K
|
144K
$4.96M
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
7.22K+ 5.95% |
$247K - $251K
|
129K
$4.41M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.55K+ 7.91% |
$224K - $228K
|
89.3K
$3.06M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.62K+ 3.75% |
$193K - $196K
|
156K
$5.34M
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.74K+ 4.62% |
$128K - $130K
|
84.6K
$2.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1.48K+ 0.22% |
$50.9K - $51.7K
|
665K
$22.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.3K+ 1.74% |
$44.5K - $45.2K
|
76K
$2.61M
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.29KNew |
$44.1K - $44.8K
|
1.29K
$44.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
768+ 8.83% |
$26.3K - $26.7K
|
9.47K
$325K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
715+ 7.01% |
$24.5K - $24.9K
|
10.9K
$375K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.33% |
$514 - $522
|
4.57K
$157K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2+ 0.03% |
$68.6 - $69.6
|
6.47K
$222K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.12K- 14.83% |
$107K - $109K
|
17.9K
$615K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-5.3K- 5.92% |
$182K - $184K
|
84.3K
$2.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-12K- 55.97% |
$411K - $417K
|
9.43K
$324K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29K- 1.63% |
$995K - $1.01M
|
1.75M
$60.2M
|
|