Purchases and Sales Made in Q1 2023 in Federated Hermes, Inc. (FHI)
This table provides information about the institutional ownership of Federated Hermes, Inc. (FHI) during Q1 2023. The information is specifically focused on institutions that hold shares of FEDERATED HERMES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
28+ 0.24% |
$1.04K - $1.14K
|
11.9K
$468K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 16.78% |
$895 - $980
|
167
$6.56K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
19+ 0.64% |
$709 - $776
|
2.98K
$117K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
15+ 0.11% |
$559 - $613
|
13.3K
$520K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14New |
$522 - $572
|
14
$550
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
BUY
|
- |
14+ 0.17% |
$522 - $572
|
8.12K
$319K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 44.83% |
$485 - $531
|
42
$1.65K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
10+ 0.13% |
$373 - $409
|
7.55K
$296K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 16.28% |
$261 - $286
|
50
$1.96K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
6+ 150.0% |
$224 - $245
|
10
$393
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 23.08% |
$224 - $245
|
32
$1.26K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$224 - $245
|
6
$236
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 15.15% |
$186 - $204
|
38
$1.49K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
5New |
$186 - $204
|
5
$196
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4+ 11.11% |
$149 - $163
|
40
$1.57K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
BUY
|
- |
4+ 0.49% |
$149 - $163
|
813
$31.9K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3+ 100.0% |
$112 - $123
|
6
$236
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.6% |
$112 - $123
|
506
$19.9K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 10.0% |
$112 - $123
|
27
$1.06K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 4.42% |
$186 - $204
|
108
$4.24K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-6- 7.06% |
$224 - $245
|
79
$3.1K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-17- 9.55% |
$634 - $694
|
161
$6.32K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-17Closed |
$634 - $694
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-20- 0.1% |
$746 - $817
|
19.9K
$783K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-50- 2.09% |
$1.86K - $2.04K
|
2.34K
$91.9K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-80- 70.8% |
$2.98K - $3.27K
|
33
$1.3K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.47% |
$3.73K - $4.09K
|
21.4K
$839K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.29% |
$3.73K - $4.09K
|
7.63K
$300K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-105- 0.89% |
$3.92K - $4.29K
|
11.6K
$457K
|
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-116- 9.48% |
$4.33K - $4.74K
|
1.11K
$43.5K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-153- 0.46% |
$5.71K - $6.25K
|
33.2K
$1.3M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-181- 15.05% |
$6.75K - $7.39K
|
1.02K
$40.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.88% |
$7.46K - $8.17K
|
22.4K
$879K
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-213- 3.51% |
$7.94K - $8.7K
|
5.85K
$230K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-218- 4.93% |
$8.13K - $8.91K
|
4.21K
$165K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-247- 2.23% |
$9.21K - $10.1K
|
10.8K
$426K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-275- 0.64% |
$10.3K - $11.2K
|
42.9K
$1.68M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-283- 83.98% |
$10.6K - $11.6K
|
54
$2.12K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-302- 0.53% |
$11.3K - $12.3K
|
56.3K
$2.21M
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
SELL
|
- |
-330- 1.79% |
$12.3K - $13.5K
|
18.1K
$711K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-350- 3.16% |
$13.1K - $14.3K
|
10.7K
$421K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-383- 5.24% |
$14.3K - $15.6K
|
6.93K
$272K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-384- 0.22% |
$14.3K - $15.7K
|
171K
$6.71M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-410- 26.45% |
$15.3K - $16.7K
|
1.14K
$44.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-453- 7.9% |
$16.9K - $18.5K
|
5.28K
$207K
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-461- 3.26% |
$17.2K - $18.8K
|
13.7K
$537K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-505- 3.14% |
$18.8K - $20.6K
|
15.6K
$612K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-510- 1.33% |
$19K - $20.8K
|
37.9K
$1.49M
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-605- 5.91% |
$22.6K - $24.7K
|
9.64K
$378K
|