Purchases and Sales Made in Q4 2023 in Federated Hermes, Inc. (FHI)
This table provides information about the institutional ownership of Federated Hermes, Inc. (FHI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
169+ 0.96% |
$5.15K - $5.78K
|
17.7K
$695K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
158New |
$4.81K - $5.41K
|
158
$6.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
158+ 0.82% |
$4.81K - $5.41K
|
19.5K
$766K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
145+ 0.34% |
$4.42K - $4.96K
|
42.8K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
82New |
$2.5K - $2.81K
|
82
$3.22K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
79+ 14.82% |
$2.41K - $2.7K
|
612
$24K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
68+ 0.12% |
$2.07K - $2.33K
|
55.3K
$2.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
68New |
$2.07K - $2.33K
|
68
$2.67K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
65+ 0.11% |
$1.98K - $2.22K
|
58.7K
$2.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
43+ 20.09% |
$1.31K - $1.47K
|
257
$10.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
42+ 26.09% |
$1.28K - $1.44K
|
203
$7.97K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
40+ 54.05% |
$1.22K - $1.37K
|
114
$4.48K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
36+ 0.03% |
$1.1K - $1.23K
|
123K
$4.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
35+ 0.26% |
$1.07K - $1.2K
|
13.3K
$524K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
27New |
$822 - $924
|
27
$1.06K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
21New |
$640 - $719
|
21
$824
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
19New |
$579 - $650
|
19
$746
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
17+ 0.02% |
$518 - $582
|
109K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
7+ 0.11% |
$213 - $240
|
6.46K
$254K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.97% |
$152 - $171
|
519
$20.4K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
4+ 0.49% |
$122 - $137
|
826
$32.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$30.5 - $34.2
|
1
$39.3
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.01% |
$30.5 - $34.2
|
10.4K
$409K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 3.45% |
$60.9 - $68.4
|
56
$2.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4- 0.01% |
$122 - $137
|
39K
$1.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 21.43% |
$183 - $205
|
22
$864
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16- 10.06% |
$487 - $548
|
143
$5.61K
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-31- 0.18% |
$944 - $1.06K
|
17.7K
$694K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-31- 31.63% |
$944 - $1.06K
|
67
$2.63K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-37- 86.05% |
$1.13K - $1.27K
|
6
$236
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-44- 84.62% |
$1.34K - $1.51K
|
8
$314
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-48- 35.56% |
$1.46K - $1.64K
|
87
$3.42K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-60- 1.02% |
$1.83K - $2.05K
|
5.84K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-68- 0.63% |
$2.07K - $2.33K
|
10.7K
$421K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-75- 77.32% |
$2.28K - $2.57K
|
22
$864
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-76- 0.19% |
$2.31K - $2.6K
|
39.5K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-79- 38.54% |
$2.41K - $2.7K
|
126
$4.95K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-89- 97.8% |
$2.71K - $3.05K
|
2
$78.5
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-100- 1.41% |
$3.05K - $3.42K
|
7K
$275K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-102- 1.37% |
$3.11K - $3.49K
|
7.33K
$288K
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-117- 10.97% |
$3.56K - $4K
|
950
$37.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-148- 0.38% |
$4.51K - $5.06K
|
39.2K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-154- 2.07% |
$4.69K - $5.27K
|
7.28K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-178- 0.48% |
$5.42K - $6.09K
|
36.7K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-179- 1.67% |
$5.45K - $6.13K
|
10.5K
$413K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-199- 2.24% |
$6.06K - $6.81K
|
8.67K
$340K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-234- 0.62% |
$7.13K - $8.01K
|
37.4K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-237- 3.65% |
$7.22K - $8.11K
|
6.26K
$246K
|