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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-80- 70.8% |
$2.98K - $3.27K
|
33
$1.51K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.01MNew |
$74.8M - $82M
|
2.01M
$92.1M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
5New |
$186 - $204
|
5
$230
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$224 - $245
|
6
$275
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-6- 7.06% |
$224 - $245
|
79
$3.63K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.86KNew |
$181K - $198K
|
4.86K
$223K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 23.08% |
$224 - $245
|
32
$1.47K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-5.24K- 39.05% |
$195K - $214K
|
8.17K
$375K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
615New |
$22.9K - $25.1K
|
615
$28.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.7K+ 7.05% |
$101K - $110K
|
40.9K
$1.88M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-453- 7.9% |
$16.9K - $18.5K
|
5.28K
$242K
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1KNew |
$30.9K - $38.3K
|
1K
$45.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
2.5KNew |
$77.2K - $95.8K
|
2.5K
$115K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.66KNew |
$175K - $217K
|
5.66K
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
87+ 9.83% |
$2.69K - $3.33K
|
972
$44.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
7.05KNew |
$218K - $270K
|
7.05K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
8.3KNew |
$256K - $318K
|
8.3K
$381K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
4.48K+ 51.33% |
$138K - $172K
|
13.2K
$606K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7New |
$216 - $268
|
7
$321
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
119New |
$3.67K - $4.56K
|
119
$5.46K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
469New |
$14.5K - $18K
|
469
$21.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
257+ 227.43% |
$7.94K - $9.85K
|
370
$17K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
140New |
$4.32K - $5.36K
|
140
$6.43K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
255New |
$7.87K - $9.77K
|
255
$11.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
57+ 0.76% |
$1.76K - $2.18K
|
7.52K
$345K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
27New |
$834 - $1.03K
|
27
$1.24K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-6.38K- 43.04% |
$197K - $245K
|
8.45K
$388K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-200- 3.08% |
$6.18K - $7.66K
|
6.3K
$289K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
62New |
$1.99K - $2.21K
|
62
$2.85K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.64K- 45.96% |
$52.7K - $58.6K
|
1.93K
$88.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.6KNew |
$501K - $558K
|
15.6K
$716K
|
|
|
Nov 14, 2022
Q3 2022
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
270KNew |
$8.69M - $9.66M
|
270K
$12.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
19.4K+ 228.48% |
$624K - $694K
|
27.9K
$1.28M
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
32.8KNew |
$1.05M - $1.17M
|
32.8K
$1.51M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7- 1.38% |
$225 - $250
|
500
$23K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.11% |
$32.1 - $35.7
|
91
$4.18K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
902New |
$29K - $32.2K
|
902
$41.4K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.4K+ 259.18% |
$68.1K - $83.8K
|
3.33K
$153K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-47Closed |
$1.33K - $1.64K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-557- 0.26% |
$15.8K - $19.4K
|
216K
$9.91M
|
|
|
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
|
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
$330K
|
|
|
Aug 12, 2022
Q2 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-321K- 35.43% |
$9.11M - $11.2M
|
585K
$26.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-28Closed |
$795 - $977
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-14- 16.87% |
$397 - $489
|
69
$3.17K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5New |
$142 - $175
|
5
$230
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-5- 25.0% |
$142 - $175
|
15
$689
|
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-11.4KClosed |
$325K - $399K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
97New |
$2.75K - $3.39K
|
97
$4.45K
|
|