Purchases and Sales Made in Q2 2024 in Fresenius Medical Care Ag & Co. K Ga A (FMS)
This table provides information about the institutional ownership of Fresenius Medical Care Ag & Co. K Ga A (FMS) during Q2 2024. The information is specifically focused on institutions that hold shares of Fresenius Medical Care AG & Co. KGaA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
361+ 225.63% |
$6.64K - $8.09K
|
521
$12K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
350New |
$6.44K - $7.84K
|
350
$8.07K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
327+ 1.98% |
$6.01K - $7.33K
|
16.8K
$388K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
293+ 2.1% |
$5.39K - $6.57K
|
14.3K
$329K
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
280+ 0.72% |
$5.15K - $6.27K
|
39.1K
$902K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
274+ 1.4% |
$5.04K - $6.14K
|
19.8K
$457K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
268+ 27.63% |
$4.93K - $6.01K
|
1.24K
$28.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
261New |
$4.8K - $5.85K
|
261
$6.02K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
175New |
$3.22K - $3.92K
|
175
$4.04K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
156+ 5.74% |
$2.87K - $3.5K
|
2.88K
$66.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
141+ 24.27% |
$2.59K - $3.16K
|
722
$16.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
132+ 9.6% |
$2.43K - $2.96K
|
1.51K
$34.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
108New |
$1.99K - $2.42K
|
108
$2.49K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
107New |
$1.97K - $2.4K
|
107
$2.47K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
97+ 8.27% |
$1.78K - $2.17K
|
1.27K
$29.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
92New |
$1.69K - $2.06K
|
92
$2.12K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
91+ 62.33% |
$1.67K - $2.04K
|
237
$5.47K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
88+ 12.29% |
$1.62K - $1.97K
|
804
$18.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
80New |
$1.47K - $1.79K
|
80
$1.85K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
41+ 9.81% |
$754 - $919
|
459
$10.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
36+ 0.35% |
$662 - $807
|
10.2K
$236K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
30New |
$552 - $672
|
30
$692
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
24New |
$441 - $538
|
24
$554
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
18+ 0.31% |
$331 - $403
|
5.79K
$133K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13+ 6.57% |
$239 - $291
|
211
$4.87K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13+ 2.11% |
$239 - $291
|
628
$14.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
6+ 0.56% |
$110 - $134
|
1.08K
$24.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 1.99% |
$92 - $112
|
256
$5.91K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
5New |
$92 - $112
|
5
$115
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
5+ 0.46% |
$92 - $112
|
1.09K
$25.2K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 12.5% |
$55.2 - $67.2
|
27
$623
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10- 6.25% |
$184 - $224
|
150
$3.46K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-12- 0.83% |
$221 - $269
|
1.44K
$33.3K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-21- 24.14% |
$386 - $471
|
66
$1.52K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-22- 25.58% |
$405 - $493
|
64
$1.48K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-32- 65.31% |
$588 - $717
|
17
$392
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-73- 2.86% |
$1.34K - $1.64K
|
2.48K
$57.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-96- 0.12% |
$1.77K - $2.15K
|
78.3K
$1.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-97- 78.23% |
$1.78K - $2.17K
|
27
$623
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-210- 9.93% |
$3.86K - $4.71K
|
1.9K
$43.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-225- 1.47% |
$4.14K - $5.04K
|
15.1K
$349K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-250- 14.08% |
$4.6K - $5.6K
|
1.53K
$35.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-304- 1.2% |
$5.59K - $6.81K
|
25K
$576K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-352- 1.95% |
$6.47K - $7.89K
|
17.7K
$409K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-545- 3.65% |
$10K - $12.2K
|
14.4K
$332K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-842- 1.84% |
$15.5K - $18.9K
|
44.9K
$1.03M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-907- 21.44% |
$16.7K - $20.3K
|
3.32K
$76.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-957- 6.55% |
$17.6K - $21.4K
|
13.7K
$315K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.11K- 70.52% |
$20.4K - $24.9K
|
464
$10.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.34K- 10.25% |
$24.6K - $30K
|
11.7K
$271K
|