Purchases and Sales Made in Q1 2025 in Federated Hermes, Inc. (FHI)
This table provides information about the institutional ownership of Federated Hermes, Inc. (FHI) during Q1 2025. 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 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
22+ 17.6% |
$827 - $913
|
147
$6.75K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
21+ 53.85% |
$789 - $872
|
60
$2.75K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20+ 3.35% |
$752 - $830
|
617
$28.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16New |
$601 - $664
|
16
$734
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
14+ 200.0% |
$526 - $581
|
21
$964
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
13+ 0.41% |
$489 - $540
|
3.21K
$147K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
13New |
$489 - $540
|
13
$597
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
12+ 4.67% |
$451 - $498
|
269
$12.3K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9New |
$338 - $374
|
9
$413
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9New |
$338 - $374
|
9
$413
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
8+ 0.05% |
$301 - $332
|
17.3K
$795K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 2.64% |
$263 - $291
|
272
$12.5K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6New |
$225 - $249
|
6
$275
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
6New |
$225 - $249
|
6
$275
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$188 - $208
|
5
$230
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.59% |
$188 - $208
|
850
$39K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4New |
$150 - $166
|
4
$184
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4New |
$150 - $166
|
4
$184
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 10.0% |
$75.2 - $83
|
22
$1.01K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$37.6 - $41.5
|
1
$45.9
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 1.11% |
$37.6 - $41.5
|
89
$4.09K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 13.64% |
$113 - $125
|
19
$872
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-22- 0.04% |
$827 - $913
|
61.4K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-28- 12.56% |
$1.05K - $1.16K
|
195
$8.95K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-48- 4.8% |
$1.8K - $1.99K
|
952
$43.7K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-50- 2.81% |
$1.88K - $2.08K
|
1.73K
$79.4K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-81- 5.95% |
$3.04K - $3.36K
|
1.28K
$58.8K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-81- 0.74% |
$3.04K - $3.36K
|
10.9K
$499K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-130- 45.61% |
$4.89K - $5.4K
|
155
$7.11K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-166- 2.32% |
$6.24K - $6.89K
|
6.98K
$320K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-170- 3.12% |
$6.39K - $7.06K
|
5.29K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-194- 8.86% |
$7.29K - $8.05K
|
2K
$91.6K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-218- 0.64% |
$8.19K - $9.05K
|
33.9K
$1.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-289- 0.56% |
$10.9K - $12K
|
51.3K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-299- 0.81% |
$11.2K - $12.4K
|
36.5K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-390- 99.24% |
$14.7K - $16.2K
|
3
$138
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-481- 2.11% |
$18.1K - $20K
|
22.3K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-500- 3.11% |
$18.8K - $20.8K
|
15.6K
$715K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-522- 1.6% |
$19.6K - $21.7K
|
32.1K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-523- 32.96% |
$19.7K - $21.7K
|
1.06K
$48.8K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-680- 2.92% |
$25.6K - $28.2K
|
22.6K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-687- 1.61% |
$25.8K - $28.5K
|
41.9K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-747- 1.54% |
$28.1K - $31K
|
47.7K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-756- 2.44% |
$28.4K - $31.4K
|
30.3K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-859- 3.23% |
$32.3K - $35.7K
|
25.7K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.04K- 12.94% |
$39.1K - $43.2K
|
7K
$321K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.06K- 2.57% |
$39.8K - $43.9K
|
40.1K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.08K- 9.42% |
$40.6K - $44.8K
|
10.4K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-1.1K- 12.8% |
$41.3K - $45.6K
|
7.48K
$343K
|