Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
533KNew |
N/A
|
533K
$0
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
202K+ 95.49% |
N/A
|
414K
$0
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
193K+ 287.52% |
N/A
|
260K
$0
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
62.3KNew |
N/A
|
62.3K
$0
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
37.8K+ 3.52% |
N/A
|
1.11M
$0
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
25.1K+ 99.11% |
N/A
|
50.4K
$0
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
20.8K+ 9.33% |
N/A
|
244K
$0
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
19.1KNew |
N/A
|
19.1K
$0
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.7KNew |
N/A
|
12.7K
$0
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
12.5KNew |
N/A
|
12.5K
$0
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.3KNew |
N/A
|
11.3K
$0
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.7KNew |
N/A
|
10.7K
$0
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.3K+ 51.15% |
N/A
|
30.5K
$0
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.89KNew |
N/A
|
9.89K
$0
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.53K+ 48.15% |
N/A
|
26.2K
$0
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.37KNew |
N/A
|
8.37K
$0
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.55K+ 3.14% |
N/A
|
182K
$0
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.85K+ 3.54% |
N/A
|
142K
$0
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.15KNew |
N/A
|
3.15K
$0
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.12K+ 4.65% |
N/A
|
70.2K
$0
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.07K+ 0.78% |
N/A
|
138K
$0
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
570New |
N/A
|
570
$0
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
227+ 0.55% |
N/A
|
41.5K
$0
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
154+ 0.92% |
N/A
|
17K
$0
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17+ 0.34% |
N/A
|
5.05K
$0
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-379- 2.03% |
N/A
|
18.3K
$0
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-884- 8.13% |
N/A
|
10K
$0
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-965Closed |
N/A
|
0
$0
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.28K- 0.52% |
N/A
|
440K
$0
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.39K- 17.65% |
N/A
|
11.2K
$0
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.31K- 4.83% |
N/A
|
65.2K
$0
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.5K- 4.54% |
N/A
|
221K
$0
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.1K- 6.4% |
N/A
|
177K
$0
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-16K- 32.52% |
N/A
|
33.1K
$0
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-22.5K- 32.56% |
N/A
|
46.6K
$0
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.2K- 14.3% |
N/A
|
151K
$0
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-63.8K- 55.49% |
N/A
|
51.1K
$0
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-341K- 54.93% |
N/A
|
280K
$0
|