Latest Institutional Transactions on Hagerty, Inc. (HGTY)
This table provides information on the latest institutional transactions involving Hagerty, Inc. (HGTY) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$1.67K - $2.04K
|
200
$2.01K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7New |
$58.4 - $71.3
|
7
$70.3
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
52K+ 9.37% |
$434K - $530K
|
607K
$6.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-36.5K- 11.52% |
$304K - $371K
|
280K
$2.81M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
299+ 296.04% |
$2.69K - $3.09K
|
400
$4.02K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$9 - $10.3
|
1
$10
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.43K- 8.9% |
$57.8K - $66.4K
|
65.8K
$660K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
881+ 2.84% |
$7.93K - $9.1K
|
31.9K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
16.3KNew |
$147K - $169K
|
16.3K
$164K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-4.13K- 7.28% |
$37.1K - $42.6K
|
52.6K
$528K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-24.7K- 35.88% |
$223K - $256K
|
44.2K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.1K+ 55.87% |
$18.9K - $21.6K
|
5.85K
$58.7K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
420+ 0.3% |
$3.78K - $4.34K
|
138K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.1KNew |
$118K - $135K
|
13.1K
$131K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-471- 1.54% |
$4.24K - $4.87K
|
30.1K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-20.3K- 17.31% |
$183K - $210K
|
97.1K
$975K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-20.6K- 48.19% |
$186K - $213K
|
22.2K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-3.2K- 50.79% |
$28.8K - $33.1K
|
3.1K
$31.1K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
62.8K+ 111.46% |
$565K - $649K
|
119K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6.79K- 23.13% |
$61.1K - $70.1K
|
22.6K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-6.66K- 24.78% |
$59.9K - $68.8K
|
20.2K
$203K
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.2K- 0.88% |
$10.8K - $12.4K
|
135K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-379- 1.5% |
$3.41K - $3.92K
|
24.9K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.25K+ 6.96% |
$20.3K - $23.2K
|
34.6K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-10.2K- 40.16% |
$91.8K - $105K
|
15.2K
$153K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-7.2K- 70.03% |
$64.8K - $74.4K
|
3.08K
$30.9K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-45.1K- 23.27% |
$406K - $466K
|
149K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-12.1K- 12.42% |
$109K - $125K
|
85.2K
$855K
|
|
|
May 14, 2025
Q1 2025
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-28K- 49.33% |
$252K - $289K
|
28.7K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Pembroke Management, LTD
|
SELL
|
- |
-15.7K- 1.65% |
$142K - $162K
|
938K
$9.41M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
24.6K+ 39.58% |
$221K - $254K
|
86.6K
$869K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
744K+ 15.74% |
$6.69M - $7.68M
|
5.47M
$54.9M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
56New |
$504 - $578
|
56
$562
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
8.63K+ 3.58% |
$77.7K - $89.1K
|
250K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
830+ 8.04% |
$7.47K - $8.57K
|
11.2K
$112K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.99K- 2.18% |
$17.9K - $20.5K
|
89.1K
$894K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.4K+ 18.08% |
$139K - $159K
|
101K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-360- 0.44% |
$3.24K - $3.72K
|
82.4K
$827K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
750New |
$6.75K - $7.75K
|
750
$7.53K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
179+ 17.64% |
$1.61K - $1.85K
|
1.19K
$12K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
8.1K+ 15.28% |
$72.9K - $83.7K
|
61.1K
$613K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
5.67K+ 4.13% |
$51K - $58.5K
|
143K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.36K- 21.83% |
$57.3K - $65.7K
|
22.8K
$229K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$9 - $10.3
|
1
$10
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12KNew |
$108K - $123K
|
12K
$120K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.35K+ 171.74% |
$21.1K - $24.2K
|
3.71K
$37.3K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.46K+ 24.93% |
$67.1K - $77.1K
|
37.4K
$375K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-30.1K- 1.13% |
$271K - $311K
|
2.63M
$26.4M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
4+ 100.0% |
$36 - $41.3
|
8
$80.3
|
|