Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
65.7K+ 133.83% |
N/A
|
115K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
57.2K+ 7.09% |
N/A
|
865K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
49.7K+ 1184.0% |
N/A
|
53.9K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.7K+ 206.33% |
N/A
|
70.8K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
40.5K+ 110.77% |
N/A
|
77.1K
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
40.2K+ 100.77% |
N/A
|
80.2K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.4K+ 72.74% |
N/A
|
91.2K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.8KNew |
N/A
|
31.8K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24.8KNew |
N/A
|
24.8K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.5K+ 14.02% |
N/A
|
183K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.3K+ 126.26% |
N/A
|
40K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.1KNew |
N/A
|
13.1K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10.3K+ 74.73% |
N/A
|
24K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.8K+ 22.68% |
N/A
|
15.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.62K+ 23.66% |
N/A
|
13.7K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.18K+ 21.77% |
N/A
|
12.2K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
2.08K+ 7.25% |
N/A
|
30.7K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
962New |
N/A
|
962
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500+ 22.73% |
N/A
|
2.7K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
402New |
N/A
|
402
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
100+ 100.0% |
N/A
|
200
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
N/A
|
2
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-950- 18.35% |
N/A
|
4.23K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.25K- 20.0% |
N/A
|
9.01K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.78K- 5.99% |
N/A
|
122K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.73K- 5.04% |
N/A
|
164K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-210K- 82.35% |
N/A
|
45K
$0
|