Latest Institutional Transactions on Fresenius Medical Care Ag & Co. K Ga A (FMS)
This table provides information on the latest institutional transactions involving Fresenius Medical Care Ag & Co. K Ga A (FMS) 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
442+ 5.0% |
$8.45K - $10.7K
|
9.28K
$226K
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-933K- 5.75% |
$17.8M - $22.6M
|
15.3M
$372M
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
21.3K+ 9.14% |
$408K - $516K
|
255K
$6.2M
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
21+ 80.77% |
$401 - $508
|
47
$1.14K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.71K+ 85.4% |
$32.6K - $41.3K
|
3.71K
$90.3K
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9.54KNew |
$182K - $231K
|
9.54K
$232K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 7.87% |
$24.9K - $31.6K
|
17.9K
$436K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
432New |
$8.26K - $10.4K
|
432
$10.5K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.91K+ 40.22% |
$170K - $216K
|
31.1K
$757K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.9KNew |
$342K - $433K
|
17.9K
$436K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
176+ 18.22% |
$3.36K - $4.26K
|
1.14K
$27.8K
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
22.2KNew |
$424K - $536K
|
22.2K
$540K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
4.78K+ 196.34% |
$91.3K - $116K
|
7.21K
$176K
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
9.71K+ 16.66% |
$185K - $235K
|
68K
$1.66M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.61K+ 8.56% |
$30.8K - $38.9K
|
20.4K
$497K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
806+ 192.82% |
$15.4K - $19.5K
|
1.22K
$29.8K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.01K+ 80.54% |
$38.4K - $48.7K
|
4.51K
$110K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6New |
$115 - $145
|
6
$146
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
387+ 172.77% |
$7.4K - $9.36K
|
611
$14.9K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
154New |
$2.94K - $3.72K
|
154
$3.75K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-35- 2.48% |
$669 - $846
|
1.38K
$33.6K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
38+ 8.19% |
$726 - $919
|
502
$12.2K
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
8.85KNew |
$169K - $214K
|
8.85K
$215K
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
13.1KNew |
$250K - $317K
|
13.1K
$319K
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-36.1K- 24.67% |
$690K - $873K
|
110K
$2.69M
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 10.0% |
$3.82K - $4.84K
|
1.8K
$43.8K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
39.4KNew |
$754K - $954K
|
39.4K
$960K
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
472+ 100.0% |
$9.02K - $11.4K
|
944
$23K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
170New |
$3.25K - $4.11K
|
170
$4.14K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
441+ 8.39% |
$8.43K - $10.7K
|
5.7K
$139K
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
9.2KNew |
$176K - $222K
|
9.2K
$224K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9.14K- 61.45% |
$175K - $221K
|
5.73K
$140K
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.28K- 12.41% |
$43.5K - $55K
|
16.1K
$391K
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
186KNew |
$3.56M - $4.5M
|
186K
$4.53M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
61+ 3.64% |
$1.17K - $1.47K
|
1.74K
$42.3K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
117+ 11.85% |
$2.24K - $2.83K
|
1.1K
$26.9K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25+ 15.34% |
$478 - $605
|
188
$4.58K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
260New |
$4.97K - $6.29K
|
260
$6.33K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
55+ 166.67% |
$1.05K - $1.33K
|
88
$2.14K
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-300- 2.08% |
$5.73K - $7.25K
|
14.1K
$344K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
293+ 16.24% |
$5.6K - $7.08K
|
2.1K
$51.1K
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
9.18KNew |
$175K - $222K
|
9.18K
$224K
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
419New |
$8.01K - $10.1K
|
419
$10.2K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
862+ 1.5% |
$16.5K - $20.8K
|
58.1K
$1.42M
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3.66K- 31.57% |
$70K - $88.5K
|
7.94K
$193K
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-340- 2.5% |
$6.5K - $8.22K
|
13.3K
$323K
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.1K- 2.49% |
$21K - $26.6K
|
43.1K
$1.05M
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-103- 4.76% |
$1.97K - $2.49K
|
2.06K
$50.2K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.46K- 25.79% |
$85.2K - $108K
|
12.8K
$312K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-205- 50.62% |
$3.92K - $4.96K
|
200
$4.87K
|