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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
21.6KNew |
$700K - $796K
|
21.6K
$828K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.38KNew |
$239K - $272K
|
7.38K
$283K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.19K- 43.42% |
$298K - $339K
|
12K
$459K
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
3.88K+ 47.23% |
$126K - $143K
|
12.1K
$464K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
285New |
$9.24K - $10.5K
|
285
$10.9K
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
330+ 3.62% |
$10.7K - $12.2K
|
9.45K
$362K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
74New |
$2.4K - $2.73K
|
74
$2.84K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 9.3% |
$130 - $147
|
39
$1.5K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
72New |
$2.33K - $2.65K
|
72
$2.76K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16New |
$519 - $590
|
16
$613
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50New |
$1.62K - $1.84K
|
50
$1.92K
|
|
Q2 2023 | |||||||
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
76.3KNew |
$2.63M - $3.36M
|
76.3K
$2.93M
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
89+ 4450.0% |
$3.06K - $3.92K
|
91
$3.49K
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
7.3KNew |
$251K - $321K
|
7.3K
$280K
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
35.2K+ 105.71% |
$1.21M - $1.55M
|
68.5K
$2.63M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
44New |
$1.51K - $1.94K
|
44
$1.69K
|
|
Aug 14, 2023
Q2 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
13.3KNew |
$459K - $586K
|
13.3K
$511K
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Investments LP
|
BUY
|
- |
40.8KNew |
$1.41M - $1.8M
|
40.8K
$1.56M
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-191K- 59.43% |
$6.58M - $8.4M
|
130K
$5M
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
36.7KNew |
$1.26M - $1.61M
|
36.7K
$1.41M
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
23+ 0.34% |
$792 - $1.01K
|
6.86K
$263K
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
43.1KNew |
$1.48M - $1.9M
|
43.1K
$1.65M
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
103New |
$3.55K - $4.53K
|
103
$3.95K
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.04KNew |
$70.3K - $89.8K
|
2.04K
$78.3K
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
219K+ 368.91% |
$7.53M - $9.62M
|
278K
$10.7M
|
|
Aug 14, 2023
Q2 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-589K- 82.29% |
$20.3M - $25.9M
|
127K
$4.86M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
99.3K+ 1339.82% |
$3.42M - $4.37M
|
107K
$4.09M
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.41KNew |
$48.5K - $62K
|
1.41K
$54K
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-3.57K- 37.54% |
$123K - $157K
|
5.93K
$228K
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
45.4KNew |
$1.56M - $2M
|
45.4K
$1.74M
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
8.38KNew |
$288K - $369K
|
8.38K
$321K
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
1.03KNew |
$35.6K - $45.5K
|
1.03K
$39.6K
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
18.7KNew |
$644K - $823K
|
18.7K
$717K
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
15.7KNew |
$541K - $692K
|
15.7K
$603K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
884+ 1.0% |
$30.4K - $38.9K
|
89.1K
$3.42M
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
12+ 0.31% |
$413 - $528
|
3.84K
$147K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-52- 0.84% |
$1.79K - $2.29K
|
6.17K
$236K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
435New |
$15K - $19.1K
|
435
$16.7K
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
BUY
|
- |
1.58K+ 4.33% |
$54.5K - $69.7K
|
38.2K
$1.46M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.01K- 9.58% |
$34.8K - $44.4K
|
9.54K
$366K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22KNew |
$757K - $967K
|
22K
$843K
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
16.6KNew |
$571K - $730K
|
16.6K
$636K
|
|
Aug 08, 2023
Q2 2023
|
Hst Ventures, LLC
|
BUY
|
- |
914+ 1.21% |
$31.5K - $40.2K
|
76.5K
$2.93M
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-44.3K- 98.52% |
$1.52M - $1.95M
|
664
$25.5K
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
76KNew |
$2.62M - $3.34M
|
76K
$2.91M
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-2.46K- 99.35% |
$84.5K - $108K
|
16
$613
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.61K+ 78.26% |
$228K - $291K
|
15.1K
$577K
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
20.5KNew |
$707K - $904K
|
20.5K
$788K
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
20.9KNew |
$720K - $921K
|
20.9K
$802K
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.7K- 28.18% |
$127K - $163K
|
9.43K
$362K
|