Purchases and Sales Made in Q3 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
430K+ 225.03% |
N/A
|
622K
$0
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
345K+ 408.1% |
N/A
|
430K
$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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
111K+ 169.18% |
N/A
|
176K
$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
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
68.5KNew |
N/A
|
68.5K
$0
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
63.1K+ 39.47% |
N/A
|
223K
$0
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.5K+ 39.08% |
N/A
|
212K
$0
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
56.9K+ 464.84% |
N/A
|
69.2K
$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
|
Truist Financial Corp
|
BUY
|
- |
43.9K+ 188.95% |
N/A
|
67.2K
$0
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
43.9K+ 30.15% |
N/A
|
189K
$0
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.2K+ 15.41% |
N/A
|
136K
$0
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
16.9KNew |
N/A
|
16.9K
$0
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
16.4K+ 3726.88% |
N/A
|
16.8K
$0
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.6K+ 2.7% |
N/A
|
443K
$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 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.6K+ 6.56% |
N/A
|
172K
$0
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2K+ 102.86% |
N/A
|
20.2K
$0
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.65K+ 26.49% |
N/A
|
41.3K
$0
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.02KNew |
N/A
|
7.02K
$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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.64K+ 1.22% |
N/A
|
137K
$0
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.6K+ 6.74% |
N/A
|
25.3K
$0
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.02K+ 5.77% |
N/A
|
18.7K
$0
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
965New |
N/A
|
965
$0
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
738+ 17.2% |
N/A
|
5.03K
$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
|
Morgan Stanley
New York, NY |
BUY
|
- |
176New |
N/A
|
176
$0
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23+ 0.13% |
N/A
|
17.7K
$0
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-79- 6.78% |
N/A
|
1.09K
$0
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.49K- 9.91% |
N/A
|
13.6K
$0
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.49K- 12.06% |
N/A
|
10.9K
$0
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-16.1K- 97.35% |
N/A
|
439
$0
|