Purchases and Sales Made in Q2 2023 in Federated Hermes, Inc. (FHI)
This table provides information about the institutional ownership of Federated Hermes, Inc. (FHI) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
121+ 0.63% |
$4.17K - $5.32K
|
19.2K
$813K
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
103New |
$3.55K - $4.53K
|
103
$4.36K
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
91New |
$3.13K - $4K
|
91
$3.85K
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
89+ 4450.0% |
$3.06K - $3.92K
|
91
$3.85K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
66+ 0.27% |
$2.27K - $2.9K
|
24.5K
$1.04M
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
66New |
$2.27K - $2.9K
|
66
$2.79K
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
65+ 0.41% |
$2.24K - $2.86K
|
16.1K
$681K
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
56+ 16.33% |
$1.93K - $2.46K
|
399
$16.9K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
44New |
$1.51K - $1.94K
|
44
$1.86K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
32+ 76.19% |
$1.1K - $1.41K
|
74
$3.13K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
27New |
$930 - $1.19K
|
27
$1.14K
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
23+ 0.34% |
$792 - $1.01K
|
6.86K
$290K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.95% |
$689 - $880
|
2.12K
$89.8K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
17New |
$585 - $748
|
17
$720
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
16+ 0.2% |
$551 - $704
|
8.13K
$344K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14New |
$482 - $616
|
14
$593
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 13.08% |
$482 - $616
|
121
$5.12K
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
12+ 0.31% |
$413 - $528
|
3.84K
$162K
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2New |
$68.9 - $88
|
2
$84.7
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.01% |
$34.4 - $44
|
10.4K
$441K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 10.53% |
$138 - $176
|
34
$1.44K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 10.0% |
$138 - $176
|
36
$1.52K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-6- 60.0% |
$207 - $264
|
4
$169
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-20- 2.61% |
$689 - $880
|
747
$31.6K
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-48- 0.12% |
$1.65K - $2.11K
|
39.6K
$1.67M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-52- 0.84% |
$1.79K - $2.29K
|
6.17K
$261K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-76- 13.4% |
$2.62K - $3.34K
|
491
$20.8K
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-94- 0.74% |
$3.24K - $4.14K
|
12.6K
$531K
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.31% |
$3.44K - $4.4K
|
7.53K
$319K
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-137- 0.46% |
$4.72K - $6.03K
|
29.9K
$1.26M
|
|
Dec 18, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-143- 13.4% |
$4.92K - $6.29K
|
924
$39.1K
|
|
Aug 08, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-183- 16.53% |
$6.3K - $8.05K
|
924
$39.1K
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-200- 0.14% |
$6.89K - $8.8K
|
147K
$6.23M
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-204- 2.64% |
$7.02K - $8.98K
|
7.53K
$319K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-205- 60.65% |
$7.06K - $9.02K
|
133
$5.63K
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-213- 8.16% |
$7.33K - $9.37K
|
2.4K
$101K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-222- 0.9% |
$7.64K - $9.77K
|
24.5K
$1.04M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-315- 2.89% |
$10.8K - $13.9K
|
10.6K
$449K
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-361- 3.85% |
$12.4K - $15.9K
|
9.01K
$381K
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-367- 1.47% |
$12.6K - $16.1K
|
24.5K
$1.04M
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 1.87% |
$13.8K - $17.6K
|
21K
$888K
|
|
Jul 28, 2023
Q2 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-417- 1.07% |
$14.4K - $18.3K
|
38.4K
$1.62M
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-435- 2.79% |
$15K - $19.1K
|
15.2K
$642K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-450- 2.39% |
$15.5K - $19.8K
|
18.4K
$778K
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-515- 5.35% |
$17.7K - $22.7K
|
9.12K
$386K
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-578- 8.34% |
$19.9K - $25.4K
|
6.35K
$269K
|
|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-641- 8.1% |
$22.1K - $28.2K
|
7.27K
$308K
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-672- 2.74% |
$23.1K - $29.6K
|
23.8K
$1.01M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-832- 5.91% |
$28.6K - $36.6K
|
13.3K
$561K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-866- 7.27% |
$29.8K - $38.1K
|
11.1K
$468K
|