Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
493+ 2.64% |
$8.09K - $10.5K
|
19.1K
$442K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
390New |
$6.4K - $8.32K
|
390
$9K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
353+ 2.24% |
$5.79K - $7.53K
|
16.1K
$372K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
219New |
$3.59K - $4.67K
|
219
$5.05K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
208+ 2080.0% |
$3.41K - $4.44K
|
218
$5.03K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
200+ 1.34% |
$3.28K - $4.27K
|
15.2K
$350K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
156+ 19.92% |
$2.56K - $3.33K
|
939
$21.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
133New |
$2.18K - $2.84K
|
133
$3.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
117+ 68.82% |
$1.92K - $2.5K
|
287
$6.62K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
107New |
$1.75K - $2.28K
|
107
$2.47K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
55New |
$902 - $1.17K
|
55
$1.27K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
51New |
$836 - $1.09K
|
51
$1.18K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
50+ 0.1% |
$820 - $1.07K
|
48.2K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
32+ 188.24% |
$525 - $683
|
49
$1.13K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
31New |
$508 - $661
|
31
$715
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
28+ 2.03% |
$459 - $597
|
1.41K
$32.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
23+ 9.35% |
$377 - $491
|
269
$6.21K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10New |
$164 - $213
|
10
$231
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
5+ 71.43% |
$82 - $107
|
12
$277
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 15.38% |
$65.6 - $85.3
|
30
$692
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-30- 1.21% |
$492 - $640
|
2.45K
$56.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-33- 13.69% |
$541 - $704
|
208
$4.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-33- 16.26% |
$541 - $704
|
170
$3.92K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-83- 6.9% |
$1.36K - $1.77K
|
1.12K
$25.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-84- 7.25% |
$1.38K - $1.79K
|
1.07K
$24.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-90- 20.13% |
$1.48K - $1.92K
|
357
$8.24K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-191- 48.35% |
$3.13K - $4.07K
|
204
$4.71K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-208- 0.95% |
$3.41K - $4.44K
|
21.6K
$498K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-256- 54.94% |
$4.2K - $5.46K
|
210
$4.84K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-314- 46.8% |
$5.15K - $6.7K
|
357
$8.24K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
SELL
|
- |
-330- 1.38% |
$5.41K - $7.04K
|
23.6K
$543K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-410- 73.21% |
$6.72K - $8.75K
|
150
$3.46K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-480- 18.76% |
$7.87K - $10.2K
|
2.08K
$48K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-486- 3.07% |
$7.97K - $10.4K
|
15.3K
$354K
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-551- 3.58% |
$9.04K - $11.8K
|
14.9K
$343K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-600- 3.66% |
$9.84K - $12.8K
|
15.8K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-729- 6.15% |
$12K - $15.5K
|
11.1K
$257K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-944- 22.96% |
$15.5K - $20.1K
|
3.17K
$73.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-958- 11.14% |
$15.7K - $20.4K
|
7.64K
$176K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.22K- 63.45% |
$20K - $26K
|
701
$16.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.28K- 8.95% |
$20.9K - $27.2K
|
13K
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.3K- 16.03% |
$21.3K - $27.8K
|
6.82K
$157K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.36K- 19.41% |
$22.3K - $29K
|
5.64K
$130K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.64K- 10.59% |
$26.8K - $34.9K
|
13.8K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.77K- 4.17% |
$29.1K - $37.8K
|
40.8K
$940K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.06K- 9.32% |
$33.8K - $43.9K
|
20K
$462K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.3K- 12.9% |
$37.7K - $49.1K
|
15.5K
$358K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.32K- 16.74% |
$38K - $49.5K
|
11.5K
$266K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.8K- 13.82% |
$45.9K - $59.7K
|
17.4K
$402K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.85K- 12.74% |
$46.7K - $60.8K
|
19.5K
$450K
|