Latest Institutional Transactions on Federated Hermes, Inc. (FHI)
This table provides information on the latest institutional transactions involving Federated Hermes, Inc. (FHI) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-6.38K- 43.04% |
$197K - $245K
|
8.45K
$324K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-200- 3.08% |
$6.18K - $7.66K
|
6.3K
$242K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
19.4K+ 228.48% |
$624K - $694K
|
27.9K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.6KNew |
$501K - $558K
|
15.6K
$598K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.64K- 45.96% |
$52.7K - $58.6K
|
1.93K
$73.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
62New |
$1.99K - $2.21K
|
62
$2.38K
|
|
|
Nov 14, 2022
Q3 2022
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
270KNew |
$8.69M - $9.66M
|
270K
$10.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
32.8KNew |
$1.05M - $1.17M
|
32.8K
$1.26M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7- 1.38% |
$225 - $250
|
500
$19.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.11% |
$32.1 - $35.7
|
91
$3.49K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
902New |
$29K - $32.2K
|
902
$34.6K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.4K+ 259.18% |
$68.1K - $83.8K
|
3.33K
$128K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-47Closed |
$1.33K - $1.64K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
10.4KNew |
$294K - $362K
|
10.4K
$397K
|
|
|
Aug 15, 2022
Q2 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-64.3KClosed |
$1.82M - $2.24M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-557- 0.26% |
$15.8K - $19.4K
|
216K
$8.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Prana Capital Management, LP
Greenwich, CT |
SELL
|
CALL |
-80KClosed |
$2.27M - $2.79M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-168- 2.28% |
$4.77K - $5.86K
|
7.19K
$276K
|
|
|
Aug 12, 2022
Q2 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-321K- 35.43% |
$9.11M - $11.2M
|
585K
$22.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-244KClosed |
$6.91M - $8.5M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-14- 16.87% |
$397 - $489
|
69
$2.65K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-28Closed |
$795 - $977
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5New |
$142 - $175
|
5
$192
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-5- 25.0% |
$142 - $175
|
15
$575
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
97New |
$2.75K - $3.39K
|
97
$3.72K
|
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-11.4KClosed |
$325K - $399K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-78- 26.53% |
$2.21K - $2.72K
|
216
$8.28K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-11K- 98.87% |
$311K - $383K
|
125
$4.79K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-47Closed |
$1.33K - $1.64K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Profund Advisors LLC
|
SELL
|
- |
-8.16KClosed |
$232K - $285K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Eukles Asset Management
|
SELL
|
- |
-10.1KClosed |
$287K - $353K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
487New |
$13.8K - $17K
|
487
$18.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-51.9KClosed |
$1.47M - $1.81M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
BUY
|
- |
3.4KNew |
$96.5K - $119K
|
3.4K
$130K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
2+ 1.32% |
$56.8 - $69.8
|
153
$5.87K
|
|
| Q1 2022 | |||||||
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
860New |
$26K - $33.7K
|
860
$33K
|
|
|
May 16, 2022
Q1 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-756KClosed |
$22.8M - $29.6M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-26.7KClosed |
$806K - $1.04M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-5.58KClosed |
$169K - $219K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-412KClosed |
$12.5M - $16.1M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-8.03KClosed |
$243K - $314K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-28.8KClosed |
$871K - $1.13M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-330- 81.89% |
$9.97K - $12.9K
|
73
$2.8K
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-122Closed |
$3.69K - $4.78K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-4.33KClosed |
$131K - $169K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-22.8KClosed |
$690K - $894K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-1K- 1.93% |
$30.2K - $39.2K
|
50.9K
$1.95M
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
164New |
$5.18K - $6.21K
|
164
$6.29K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-44- 21.36% |
$1.39K - $1.67K
|
162
$6.21K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-500Closed |
$15.8K - $18.9K
|
0
$0
|
|