Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
186KNew |
$3.56M - $4.5M
|
186K
$4.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
39.4KNew |
$754K - $954K
|
39.4K
$981K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
9.2KNew |
$176K - $222K
|
9.2K
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
9.18KNew |
$175K - $222K
|
9.18K
$228K
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
8.9KNew |
$170K - $215K
|
8.9K
$221K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.17K+ 43.34% |
$41.4K - $52.4K
|
7.16K
$178K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.01K+ 15.65% |
$38.5K - $48.7K
|
14.9K
$370K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.4K+ 2.22% |
$26.7K - $33.8K
|
64.3K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
862+ 1.5% |
$16.5K - $20.8K
|
58.1K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
472+ 100.0% |
$9.02K - $11.4K
|
944
$23.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
441+ 8.39% |
$8.43K - $10.7K
|
5.7K
$142K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
440New |
$8.41K - $10.6K
|
440
$10.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
419New |
$8.01K - $10.1K
|
419
$10.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
293+ 16.24% |
$5.6K - $7.08K
|
2.1K
$52.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
260New |
$4.97K - $6.29K
|
260
$6.47K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
245New |
$4.68K - $5.92K
|
245
$6.09K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
170New |
$3.25K - $4.11K
|
170
$4.23K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
125+ 8.67% |
$2.39K - $3.02K
|
1.57K
$39K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
117+ 11.85% |
$2.24K - $2.83K
|
1.1K
$27.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
61+ 3.64% |
$1.17K - $1.47K
|
1.74K
$43.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
55+ 166.67% |
$1.05K - $1.33K
|
88
$2.19K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25+ 15.34% |
$478 - $605
|
188
$4.68K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2+ 33.33% |
$38.2 - $48.4
|
8
$199
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-103- 4.76% |
$1.97K - $2.49K
|
2.06K
$51.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-205- 50.62% |
$3.92K - $4.96K
|
200
$4.97K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-300- 2.08% |
$5.73K - $7.25K
|
14.1K
$351K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-340- 2.5% |
$6.5K - $8.22K
|
13.3K
$330K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-612- 1.86% |
$11.7K - $14.8K
|
32.3K
$803K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-755- 1.82% |
$14.4K - $18.3K
|
40.6K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-844- 4.14% |
$16.1K - $20.4K
|
19.5K
$486K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.1K- 2.49% |
$21K - $26.6K
|
43.1K
$1.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1.57K- 29.86% |
$30K - $37.9K
|
3.68K
$91.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.28K- 12.41% |
$43.5K - $55K
|
16.1K
$399K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.6K- 10.21% |
$68.7K - $86.9K
|
31.6K
$786K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3.66K- 31.57% |
$70K - $88.5K
|
7.94K
$197K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.46K- 25.79% |
$85.2K - $108K
|
12.8K
$319K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9.14K- 61.45% |
$175K - $221K
|
5.73K
$143K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-14.5K- 28.0% |
$276K - $350K
|
37.2K
$925K
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-25K- 73.53% |
$478K - $605K
|
9K
$224K
|