A detailed history of Ever Source Wealth Advisors, LLC transactions in Federated Hermes, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 355 shares of FHI stock, worth $14,966. This represents 0.0% of its overall portfolio holdings.

Number of Shares
355
Previous 571 37.83%
Holding current value
$14,966
Previous $18,000 27.78%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$32.18 - $37.3 $6,950 - $8,056
-216 Reduced 37.83%
355 $13,000
Q2 2024

Aug 13, 2024

BUY
$31.65 - $36.79 $13,356 - $15,525
422 Added 283.22%
571 $18,000
Q1 2024

Jun 11, 2024

BUY
$33.27 - $36.43 $4,957 - $5,428
149 New
149 $5,000
Q3 2023

Nov 03, 2023

BUY
$32.42 - $36.86 $1,361 - $1,548
42 Added 1.98%
2,164 $73,000
Q2 2023

Aug 04, 2023

BUY
$34.43 - $44.0 $688 - $880
20 Added 0.95%
2,122 $76,000
Q1 2023

May 11, 2023

BUY
$37.29 - $40.85 $5,220 - $5,719
140 Added 7.14%
2,102 $84,000
Q4 2022

Feb 09, 2023

BUY
$30.88 - $38.31 $37,025 - $45,933
1,199 Added 157.14%
1,962 $71,000
Q3 2022

Nov 07, 2022

SELL
$32.12 - $35.72 $42,334 - $47,078
-1,318 Reduced 63.33%
763 $25,000
Q2 2022

Aug 01, 2022

BUY
$28.38 - $34.91 $59,058 - $72,647
2,081 New
2,081 $66,000

Others Institutions Holding FHI

About FEDERATED HERMES, INC.


  • Ticker FHI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 89,132,704
  • Market Cap $3.76B
  • Description
  • Federated Hermes, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, including high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipa...
More about FHI
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