Purchases and Sales Made in Q2 2023 in Federated Hermes ETF Tr U S St (FDV)
This table provides information about the institutional ownership of Federated Hermes ETF Tr U S St (FDV) during Q2 2023. The information is specifically focused on institutions that hold shares of FEDERATED HERMES ETF TR U S ST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
165K+ 183.33% |
N/A
|
255K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
130KNew |
N/A
|
130K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
49.1KNew |
N/A
|
49.1K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40.8K+ 339.65% |
N/A
|
52.8K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
36.6KNew |
N/A
|
36.6K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.4K+ 28.35% |
N/A
|
160K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
35.1K+ 25.4% |
N/A
|
173K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
28.7KNew |
N/A
|
28.7K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.1KNew |
N/A
|
23.1K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
18.2K+ 83.43% |
N/A
|
39.9K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.7KNew |
N/A
|
17.7K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
13.7KNew |
N/A
|
13.7K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
10KNew |
N/A
|
10K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.87K+ 245.36% |
N/A
|
11.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.2KNew |
N/A
|
4.2K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.2KNew |
N/A
|
2.2K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
100New |
N/A
|
100
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18+ 0.35% |
N/A
|
5.18K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-600- 4.64% |
N/A
|
12.3K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-821- 0.1% |
N/A
|
807K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.07K- 1.75% |
N/A
|
116K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.29K- 16.87% |
N/A
|
11.3K
$0
|