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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
2.43K+ 9.71% |
$24.7K - $29.4K
|
27.5K
$286K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
5K+ 10.0% |
$50.9K - $60.5K
|
55K
$573K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
BUY
|
- |
32.5K+ 7.54% |
$331K - $393K
|
463K
$4.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
300New |
$3.05K - $3.63K
|
300
$3.12K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$10.2 - $12.1
|
1
$10.4
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
23.2KNew |
$236K - $281K
|
23.2K
$241K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-71- 0.12% |
$723 - $859
|
57.8K
$601K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-200- 0.62% |
$2.04K - $2.42K
|
32.3K
$336K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.76K+ 178.59% |
$68.8K - $81.8K
|
10.5K
$110K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
18.2KNew |
$186K - $221K
|
18.2K
$190K
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
600New |
$5.06K - $6.37K
|
600
$6.25K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
10.5KNew |
$88.6K - $111K
|
10.5K
$109K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.9KNew |
$151K - $190K
|
17.9K
$186K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
10.6KNew |
$89.1K - $112K
|
10.6K
$110K
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.3K+ 8.29% |
$10.9K - $13.8K
|
16.9K
$176K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
31.8KNew |
$268K - $337K
|
31.8K
$331K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.47K- 0.32% |
$12.4K - $15.6K
|
456K
$4.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.5KNew |
$131K - $165K
|
15.5K
$162K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
178+ 24.79% |
$1.5K - $1.89K
|
896
$9.33K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3+ 0.24% |
$25.3 - $31.8
|
1.28K
$13.3K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
600+ 6.2% |
$4.64K - $5.51K
|
10.3K
$107K
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-14K- 25.96% |
$109K - $129K
|
40K
$417K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-23K- 59.94% |
$178K - $211K
|
15.4K
$160K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$84.6K - $100K
|
10.9K
$114K
|
|
|
May 15, 2024
Q1 2024
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
75K+ 1.52% |
$581K - $689K
|
5M
$52.1M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
533New |
$4.13K - $4.89K
|
533
$5.55K
|
|
|
May 13, 2024
Q1 2024
|
Royce & Associates LP
|
BUY
|
- |
25K+ 5.0% |
$194K - $230K
|
525K
$5.47M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.9K- 98.65% |
$240K - $284K
|
425
$4.42K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
150New |
$1.16K - $1.38K
|
150
$1.56K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-12.7K- 54.43% |
$98.1K - $116K
|
10.6K
$110K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17New |
$132 - $156
|
17
$177
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
56.9K+ 16.18% |
$432K - $498K
|
409K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
17New |
$129 - $149
|
17
$177
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
20KNew |
$152K - $175K
|
20K
$208K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
26.6K+ 34.68% |
$202K - $232K
|
103K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.67KNew |
$20.3K - $23.4K
|
2.67K
$27.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
200+ 24.24% |
$1.52K - $1.75K
|
1.03K
$10.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-5.7K- 10.23% |
$43.2K - $49.8K
|
50K
$521K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1KNew |
$7.58K - $8.74K
|
1K
$10.4K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
2.9KNew |
$23.7K - $27.3K
|
2.9K
$30.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18KNew |
$147K - $170K
|
18K
$188K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.33K- 5.05% |
$10.9K - $12.6K
|
25.1K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.7KNew |
$177K - $205K
|
21.7K
$226K
|
|
|
Nov 13, 2023
Q3 2023
|
Working Capital Advisors (Uk) Ltd.
London, X0 |
BUY
|
- |
19.4K+ 2.01% |
$158K - $183K
|
985K
$10.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-195- 1.85% |
$1.59K - $1.84K
|
10.4K
$108K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.65K+ 14.61% |
$13.5K - $15.5K
|
12.9K
$135K
|
|
| Q2 2023 | |||||||
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
100KNew |
$830K - $1.02M
|
100K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-1.09M- 85.34% |
$9.04M - $11.1M
|
187K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
24.2KNew |
$201K - $246K
|
24.2K
$252K
|
|