Latest Institutional Transactions on Federated Hermes ETF Tr U S St (FDV)
This table provides information on the latest institutional transactions involving Federated Hermes ETF Tr U S St (FDV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
68.5KNew |
N/A
|
68.5K
$0
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
363+ 0.27% |
N/A
|
137K
$0
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
16.9KNew |
N/A
|
16.9K
$0
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.8K+ 6.52% |
N/A
|
177K
$0
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10.7KNew |
N/A
|
10.7K
$0
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
196K+ 554.42% |
N/A
|
232K
$0
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.88K+ 4.49% |
N/A
|
67.1K
$0
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
176New |
N/A
|
176
$0
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
111K+ 169.18% |
N/A
|
176K
$0
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
56.9K+ 464.84% |
N/A
|
69.2K
$0
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.49K- 12.06% |
N/A
|
10.9K
$0
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.64K+ 1.22% |
N/A
|
137K
$0
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
43.9K+ 188.95% |
N/A
|
67.2K
$0
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
738+ 17.2% |
N/A
|
5.03K
$0
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.6K+ 6.56% |
N/A
|
172K
$0
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
49.1KNew |
N/A
|
49.1K
$0
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2K+ 102.86% |
N/A
|
20.2K
$0
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.5K+ 39.08% |
N/A
|
212K
$0
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
16.4K+ 3726.88% |
N/A
|
16.8K
$0
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
430K+ 225.03% |
N/A
|
622K
$0
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-79- 6.78% |
N/A
|
1.09K
$0
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.65K+ 26.49% |
N/A
|
41.3K
$0
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
81.4K+ 8.21% |
N/A
|
1.07M
$0
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
69.7K+ 154.04% |
N/A
|
115K
$0
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.02K+ 5.77% |
N/A
|
18.7K
$0
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.6K+ 2.7% |
N/A
|
443K
$0
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
43.9K+ 30.15% |
N/A
|
189K
$0
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.49K- 9.91% |
N/A
|
13.6K
$0
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.2K+ 15.41% |
N/A
|
136K
$0
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
345K+ 408.1% |
N/A
|
430K
$0
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23+ 0.13% |
N/A
|
17.7K
$0
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.02KNew |
N/A
|
7.02K
$0
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
63.1K+ 39.47% |
N/A
|
223K
$0
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
965New |
N/A
|
965
$0
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.6K+ 6.74% |
N/A
|
25.3K
$0
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.6KNew |
N/A
|
25.6K
$0
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.7KNew |
N/A
|
14.7K
$0
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
46New |
N/A
|
46
$0
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.37KNew |
N/A
|
9.37K
$0
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-22.1K- 71.83% |
N/A
|
8.66K
$0
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
15.2KNew |
N/A
|
15.2K
$0
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.23K+ 127.65% |
N/A
|
2.19K
$0
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
45.6KNew |
N/A
|
45.6K
$0
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500+ 22.73% |
N/A
|
2.7K
$0
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-210K- 82.35% |
N/A
|
45K
$0
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
100+ 100.0% |
N/A
|
200
$0
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
402New |
N/A
|
402
$0
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$0
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.07K- 1.75% |
N/A
|
116K
$0
|
|
Q1 2023 | |||||||
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.1KNew |
N/A
|
24.1K
$0
|