A detailed history of Steward Partners Investment Advisory, LLC transactions in Hagerty, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 5,942 shares of HGTY stock, worth $66,075. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,942
Previous 4,944 20.19%
Holding current value
$66,075
Previous $45,000 35.56%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$8.44 - $10.61 $8,423 - $10,588
998 Added 20.19%
5,942 $61,000
Q1 2024

May 15, 2024

BUY
$7.74 - $9.18 $944 - $1,119
122 Added 2.53%
4,944 $45,000
Q4 2023

Feb 12, 2024

BUY
$7.58 - $8.74 $7,974 - $9,194
1,052 Added 27.9%
4,822 $37,000
Q3 2023

Nov 13, 2023

BUY
$8.16 - $9.42 $17,527 - $20,234
2,148 Added 132.43%
3,770 $30,000
Q2 2023

Aug 14, 2023

BUY
$8.3 - $10.17 $2,299 - $2,817
277 Added 20.59%
1,622 $15,000
Q1 2023

May 15, 2023

SELL
$8.05 - $10.32 $2,753 - $3,529
-342 Reduced 20.27%
1,345 $11,000
Q4 2022

Feb 15, 2023

BUY
$7.88 - $9.63 $11,914 - $14,560
1,512 Added 864.0%
1,687 $14,000
Q3 2022

Nov 10, 2022

SELL
$3.68 - $13.47 $1,196 - $4,377
-325 Reduced 65.0%
175 $2,000
Q4 2021

Feb 08, 2022

BUY
$9.98 - $18.8 $4,990 - $9,400
500 New
500 $7,000

Others Institutions Holding HGTY

About Hagerty, Inc.


  • Ticker HGTY
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Property & Casualty
  • Shares Outstandng 82,452,200
  • Market Cap $917M
  • Description
  • Hagerty, Inc. provides insurance agency services worldwide. It offers automobile and boat insurance products; and reinsurance products. The company also provides Hagerty Media, which publishes contents through the HDC Magazine, video content, YouTube channel; HDC that offers subscription based products and services, including HDC Magazine, autom...
More about HGTY
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.