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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.3KNew |
$27.4K - $33.6K
|
3.3K
$31.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.53KNew |
$21K - $25.7K
|
2.53K
$23.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
5.85KNew |
$48.5K - $59.5K
|
5.85K
$55.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
3MNew |
$24.9M - $30.5M
|
3M
$28.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-310- 13.6% |
$2.57K - $3.15K
|
1.97K
$18.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
934New |
$7.75K - $9.5K
|
934
$8.85K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-31.6K- 4.58% |
$254K - $326K
|
658K
$6.24M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
34KNew |
$274K - $351K
|
34K
$323K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-47.7K- 63.13% |
$384K - $492K
|
27.8K
$264K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$1.61K - $2.06K
|
200
$1.9K
|
|
|
Apr 27, 2023
Q1 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-2.11K- 1.25% |
$17K - $21.8K
|
168K
$1.59M
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
165New |
$1.3K - $1.59K
|
165
$1.56K
|
|
|
Feb 14, 2023
Q4 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
39.2KNew |
$309K - $378K
|
39.2K
$372K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
333New |
$2.62K - $3.21K
|
333
$3.16K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.48KNew |
$43.2K - $52.8K
|
5.48K
$52K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-168K- 93.91% |
$1.32M - $1.61M
|
10.9K
$103K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
350New |
$2.76K - $3.37K
|
350
$3.32K
|
|
| Q3 2022 | |||||||
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-500Closed |
$1.84K - $6.74K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.5KNew |
$9.2K - $33.7K
|
2.5K
$23.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
11.8K+ 64.13% |
$43.4K - $159K
|
30.2K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
470+ 1.04% |
$1.73K - $6.33K
|
45.7K
$433K
|
|
|
Nov 07, 2022
Q3 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
100New |
$368 - $1.35K
|
100
$948
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
110+ 440.0% |
$833 - $1.28K
|
135
$1.28K
|
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.15MClosed |
$8.72M - $13.4M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.6K+ 189.85% |
$19.7K - $30.2K
|
3.97K
$37.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
54.7KNew |
$414K - $635K
|
54.7K
$519K
|
|
|
Aug 11, 2022
Q2 2022
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-158KClosed |
$1.2M - $1.84M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.2KNew |
$122K - $188K
|
16.2K
$153K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.28K- 29.21% |
$9.69K - $14.8K
|
3.1K
$29.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13.8KClosed |
$104K - $160K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
CALL |
-100Closed |
$757 - $1.16K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
350New |
$2.65K - $4.06K
|
350
$3.32K
|
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
24+ 0.22% |
$182 - $278
|
10.9K
$103K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-60Closed |
$647 - $1.07K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-63.3KClosed |
$683K - $1.13M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.1KNew |
$120K - $199K
|
11.1K
$105K
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
47.6K+ 34.1% |
$514K - $852K
|
187K
$1.78M
|
|
|
May 10, 2022
Q1 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
9.18K+ 34.06% |
$99K - $164K
|
36.1K
$342K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
600New |
$6.47K - $10.7K
|
600
$5.69K
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
50+ 40.0% |
$540 - $895
|
175
$1.66K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-238Closed |
$2.57K - $4.26K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
625New |
$6.24K - $11.8K
|
625
$5.93K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
6KNew |
$59.9K - $113K
|
6K
$56.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
769New |
$7.67K - $14.5K
|
769
$7.29K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
2.49KNew |
$24.9K - $46.8K
|
2.49K
$23.6K
|
|