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Hartford Total Return Bond ETF (HTRB) Institutional Ownership

Hartford Total Return Bond ETF logo
$33.58 +0.10 (+0.30%)
(As of 12/20/2024 04:33 PM ET)
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Institutional Ownership Changes (13F Filings) for Hartford Total Return Bond ETF (NYSEARCA:HTRB)

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$283.78M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$74.13M
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HTRB Institutional Buying and Selling by Quarter

Hartford Total Return Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Wilmington Savings Fund Society FSB5,223$183K0.0%N/A0.011%
11/25/2024 Sanctuary Advisors LLC845,242$28.52M0.2%+57.2%1.826%
11/18/2024 Rehmann Capital Advisory Group248,900$8.74M0.6%+16.1%0.538%
11/15/2024 MML Investors Services LLC67,956$2.38M0.0%+25.6%0.147%
11/15/2024 Laraway Financial Advisors Inc36,845$1.29M1.0%+4.7%0.080%
11/15/2024 MCIA Inc983,533$33.16M7.3%N/A2.124%
11/15/2024 Jane Street Group LLC46,557$1.63M0.0%N/A0.101%
11/15/2024 Stifel Financial Corp208,091$7.28M0.0%+0.4%0.449%
11/15/2024 HighTower Advisors LLC11,621$405K0.0%N/A0.025%
11/14/2024 Flow Traders U.S. LLC8,709$304K0.0%N/A0.019%
11/14/2024 Captrust Financial Advisors208,403$7.29M0.0%+5.5%0.450%
11/12/2024 Hartford Funds Management Co LLC13,728,066$479.93M44.5%-4.9%29.650%
11/12/2024Larson Financial Group LLC3,829$134K0.0%-16.4%0.008%
11/12/2024 Kingsview Wealth Management LLC7,763$271K0.0%N/A0.017%
11/12/2024 Raymond James Trust N.A.7,557$264K0.0%N/A0.016%
11/6/2024 OneDigital Investment Advisors LLC11,316$396K0.0%-32.1%0.024%
11/1/2024 Bensler LLC532,392$18.61M2.3%+9.3%1.150%
10/31/2024 Concurrent Investment Advisors LLC67,268$2.35M0.1%-43.2%0.145%
10/28/2024 IRON Financial LLC348,537$12.19M6.6%-1.9%0.753%
10/25/2024 Financial Advocates Investment Management89,271$3.12M0.2%+6.6%0.193%
10/25/2024 Golden State Equity Partners135,350$4.73M1.1%-9.2%0.292%
10/24/2024 Wealth Enhancement Advisory Services LLC1,994,475$69.73M0.1%+0.5%4.308%
10/23/2024 Allworth Financial LP12,942$452K0.0%-5.9%0.028%
10/23/2024 CENTRAL TRUST Co42,104$1.47M0.0%+4.8%0.091%
10/22/2024 Private Advisor Group LLC340,622$11.91M0.1%+113.9%0.736%
10/21/2024 MBE Wealth Management LLC33,864$1.18M0.7%N/A0.073%
10/18/2024Raymond James & Associates271,041$9.48M0.0%+193.7%0.585%
10/17/2024 Strid Group LLC155,814$5.45M0.8%+0.3%0.337%
10/16/2024 Marshall Financial Group LLC601,097$21.01M5.0%+27.9%1.298%
10/16/2024 Global Retirement Partners LLC18,986$664K0.0%+26.4%0.041%
10/11/2024 Kathleen S. Wright Associates Inc.93,506$3.27M1.3%+0.3%0.202%
10/10/2024 Montis Financial LLC22,563$789K0.3%N/A0.049%
10/10/2024 Simplicity Wealth LLC12,936$452K0.0%-51.8%0.028%
10/9/2024 Fermata Advisors LLC15,750$551K0.1%-9.4%0.034%
10/8/2024 CWM LLC5,717$200K0.0%-25.9%0.012%
10/8/2024 Howard Financial Services LTD.832,015$29.09M4.2%+9.1%1.797%
10/8/2024 Advance Capital Management Inc.515,075$18.01M0.8%+34.4%1.112%
10/7/2024 Fragasso Financial Advisors Inc810,298$28.33M2.2%+3.1%1.750%
10/5/2024 Inspirion Wealth Advisors LLC21,426$749K0.1%-2.7%0.046%
10/2/2024 Stonehearth Capital Management LLC9,213$322K0.1%+27.2%0.020%
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9/5/2024 Sanctuary Advisors LLC537,798$17.61M0.1%N/A1.162%
8/21/2024 Truist Financial Corp800,531$26.81M0.0%+41.8%1.729%
8/16/2024 Northwestern Mutual Wealth Management Co.348,406$11.67M0.0%+8.8%0.752%
8/13/2024 AE Wealth Management LLC9,403$315K0.0%-18.5%0.020%
8/12/2024 WCG Wealth Advisors LLC1,138,666$38.13M2.8%+44.9%2.459%
8/8/2024 Envestnet Asset Management Inc.691,499$23.16M0.0%+39.4%1.494%
8/5/2024 Private Advisor Group LLC159,263$5.33M0.0%+554.2%0.344%
8/2/2024Larson Financial Group LLC4,581$153K0.0%N/A0.010%
7/31/2024 Spire Wealth Management770,495$25.71M0.9%-3.4%1.664%
7/31/2024Commonwealth Equity Services LLC643,250$21.54M0.0%+11.7%1.389%
7/31/2024 Concurrent Investment Advisors LLC118,515$3.97M0.1%N/A0.256%
7/30/2024 Wolf Group Capital Advisors24,159$809K0.3%N/A0.052%
7/30/2024 Golden State Equity Partners149,050$4.99M1.0%N/A0.322%
7/29/2024 IRON Financial LLC355,183$11.90M6.7%-1.6%0.767%
7/29/2024Great Point Wealth Advisors LLC384,072$12.86M2.9%+5.1%0.830%
7/29/2024 Financial Advocates Investment Management83,719$2.80M0.2%N/A0.181%
7/26/2024 Bensler LLC487,102$16.31M2.2%+10.8%1.052%
7/26/2024 Bank of New York Mellon Corp416,285$13.94M0.0%-13.2%0.899%
7/24/2024 Colton Groome Financial Advisors LLC6,277$210K0.1%-35.9%0.014%
7/22/2024 Atria Wealth Solutions Inc.102,022$3.43M0.0%+8.9%0.220%
7/20/2024Raymond James Financial Services Advisors Inc.610,529$20.45M0.0%+46.4%1.319%
7/19/2024 Marshall Financial Group LLC470,016$15.74M4.4%-46.0%1.015%
7/19/2024Raymond James & Associates92,279$3.09M0.0%-36.5%0.199%
7/18/2024 Saxon Interests Inc.24,478$820K0.4%+2.7%0.053%
7/17/2024 Westside Investment Management Inc.25,550$856K0.2%+23.4%0.055%
7/17/2024 Strid Group LLC155,277$5.20M0.9%-0.8%0.335%
7/16/2024 Wealth Enhancement Advisory Services LLC1,984,317$66.46M0.2%-2.7%4.286%
7/13/2024 Sherrill & Hutchins Financial Advisory Inc8,238$276K0.2%N/A0.018%
7/13/2024 Inspirion Wealth Advisors LLC22,016$737K0.1%+2.8%0.048%
7/12/2024 Howard Financial Services LTD.762,502$25.54M4.2%+20.6%1.647%
7/10/2024 Simplicity Wealth LLC26,811$898K0.0%-82.4%0.058%
7/10/2024 CWM LLC7,717$258K0.0%-28.2%0.017%
7/9/2024 Fragasso Financial Advisors Inc785,917$26.32M2.2%+23.0%1.697%
7/8/2024 Advance Capital Management Inc.383,232$12.83M0.6%+2.1%0.828%
5/24/2024Cetera Advisors LLC20,846$703K0.0%+16.4%0.045%
5/24/2024 Cetera Investment Advisers171,511$5.79M0.0%+237.3%0.370%
5/17/2024 Comerica Bank10,950$369K0.0%+7.4%0.024%
5/16/2024 WMS Partners LLC1,451,437$48.97M3.4%+26.0%3.135%
5/9/2024 Condor Capital Management312,579$10.55M1.0%+60.9%0.675%
5/6/2024 Envestnet Portfolio Solutions Inc.90,490$3.05M0.0%+6.3%0.201%
5/4/2024 Glassman Wealth Services3,687$124K0.0%N/A0.008%
5/3/2024 Rehmann Capital Advisory Group175,240$5.91M0.4%+49.2%0.389%
5/1/2024 Janney Montgomery Scott LLC14,537$490K0.0%+24.0%0.032%
4/30/2024 Private Advisor Group LLC24,345$821K0.0%+7.9%0.054%
4/29/2024Commonwealth Equity Services LLC575,751$19.43M0.0%+4.7%1.277%
4/29/2024Brio Consultants LLC131,709$4.44M0.7%+15.9%0.292%
4/24/2024 CENTRAL TRUST Co44,471$1.50M0.0%-28.5%0.099%
4/24/2024 Strid Group LLC156,575$5.28M0.9%+3.8%0.347%
4/24/2024 Simplicity Wealth LLC152,586$5.15M0.1%+1,565.2%0.338%
4/24/2024 Spire Wealth Management797,590$26.91M1.1%+1.6%1.768%
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4/23/2024 IRON Financial LLC360,795$12.17M6.8%-0.5%0.800%
4/23/2024 Global Retirement Partners LLC10,014$338K0.0%+71.1%0.022%
4/23/2024Raymond James Financial Services Advisors Inc.417,134$14.07M0.0%+29.0%0.925%
4/22/2024Raymond James & Associates145,384$4.91M0.0%-61.2%0.322%
4/19/2024 Marshall Financial Group LLC870,375$29.37M8.4%+16.9%2.452%
4/19/2024 Westside Investment Management Inc.20,700$697K0.2%+2.2%0.058%
4/18/2024 Saxon Interests Inc.23,843$804K0.4%+12.1%0.067%
4/18/2024 Colton Groome Financial Advisors LLC9,788$330K0.1%-7.9%0.028%
4/17/2024 Founders Financial Securities LLC9,358$316K0.0%+3.8%0.026%
4/17/2024 Kathleen S. Wright Associates Inc.86,254$2.91M1.3%+3.8%0.243%
(Data available from 1/1/2016 forward)

HTRB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HTRB shares?

During the previous two years, 114 institutional investors and hedge funds held shares of Hartford Total Return Bond ETF. The most heavily invested institutionals were Hartford Funds Management Co LLC ($479.93M), Wealth Enhancement Advisory Services LLC ($69.73M), WMS Partners LLC ($48.97M), UBS Group AG ($44.04M), WCG Wealth Advisors LLC ($38.13M), MCIA Inc ($33.16M), and Financial Planning & Information Services Inc. ($32.34M).Learn more on HTRB's institutional investors.

Which institutional investors have been buying Hartford Total Return Bond ETF stock?

Of the 99 institutional investors that purchased Hartford Total Return Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: MCIA Inc ($983.53K), UBS Group AG ($916.83K), Sanctuary Advisors LLC ($845.24K), Marshall Financial Group LLC ($758.23K), Fragasso Group Inc. ($668.02K), Raymond James Financial Services Advisors Inc. ($610.53K), and Howard Financial Services LTD. ($592.08K).

How much institutional buying is happening at Hartford Total Return Bond ETF?

Institutional investors have bought a total of 15,189,276 shares in the last 24 months. This purchase volume represents approximately $510.18M in transactions.

Which Hartford Total Return Bond ETF major shareholders have been selling company stock?

Of the 49 institutional investors that sold Hartford Total Return Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hartford Funds Management Co LLC ($706.39K), AE Wealth Management LLC ($519.36K), Marshall Financial Group LLC ($412.35K), Raymond James & Associates ($282.89K), Destiny Wealth Partners LLC ($257.98K), Wealth Enhancement Advisory Services LLC ($244.04K), and Brio Consultants LLC ($240.06K).

How much institutional selling is happening at Hartford Total Return Bond ETF?

Institutional investors have sold a total of 3,945,499 shares in the last 24 months. This volume of shares sold represents approximately $132.69M in transactions.


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This page (NYSEARCA:HTRB) was last updated on 12/22/2024 by MarketBeat.com Staff
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