Purchases and Sales Made in Q1 2023 in Hagerty, Inc. (HGTY)
This table provides information about the institutional ownership of Hagerty, Inc. (HGTY) during Q1 2023. The information is specifically focused on institutions that hold shares of Hagerty, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
643K+ 38.29% |
$5.17M - $6.63M
|
2.32M
$24.2M
|
|
|
May 15, 2023
Q1 2023
|
Working Capital Advisors (Uk) Ltd.
London, X0 |
BUY
|
- |
165KNew |
$1.33M - $1.71M
|
165K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
97.6K+ 2015.72% |
$786K - $1.01M
|
102K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
55.3K+ 1.22% |
$445K - $571K
|
4.58M
$47.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
BUY
|
- |
43.5K+ 18.53% |
$350K - $449K
|
278K
$2.89M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
34KNew |
$274K - $351K
|
34K
$354K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.6K+ 90.15% |
$222K - $284K
|
58.1K
$605K
|
|
|
May 15, 2023
Q1 2023
|
Greenhaven Road Investment Management, L.P.
Greenwich, CT |
BUY
|
- |
26.6K+ 2.67% |
$214K - $275K
|
1.02M
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
19.5K+ 0.96% |
$157K - $201K
|
2.05M
$21.4M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15.6K+ 61.83% |
$126K - $161K
|
40.9K
$426K
|
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.5K+ 174.94% |
$125K - $160K
|
24.3K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
15.1KNew |
$121K - $156K
|
15.1K
$157K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
9.56K+ 25150.0% |
$76.9K - $98.6K
|
9.6K
$99.9K
|
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
6.92K+ 2.58% |
$55.7K - $71.4K
|
275K
$2.87M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.06K+ 34.74% |
$40.7K - $52.2K
|
19.6K
$204K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.06K+ 34.74% |
$40.7K - $52.2K
|
19.6K
$204K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.87K+ 218.19% |
$39.2K - $50.3K
|
7.1K
$73.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Fenimore Asset Management Inc
|
BUY
|
- |
4.74K+ 0.51% |
$38.1K - $48.9K
|
926K
$9.64M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.02K+ 24.76% |
$32.3K - $41.4K
|
20.2K
$211K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.29KNew |
$26.5K - $34K
|
3.29K
$34.3K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.01K+ 1.86% |
$24.3K - $31.1K
|
165K
$1.72M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.98KNew |
$15.9K - $20.4K
|
1.98K
$20.6K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.13K+ 1.02% |
$9.08K - $11.6K
|
112K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
971+ 15.63% |
$7.82K - $10K
|
7.18K
$74.8K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
820New |
$6.6K - $8.46K
|
820
$8.54K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
413+ 1.92% |
$3.32K - $4.26K
|
21.9K
$228K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
310+ 15.74% |
$2.5K - $3.2K
|
2.28K
$23.7K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
204+ 10.94% |
$1.64K - $2.11K
|
2.07K
$21.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$1.61K - $2.06K
|
200
$2.08K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
124+ 1.21% |
$998 - $1.28K
|
10.4K
$108K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
18+ 0.02% |
$145 - $186
|
119K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
10+ 1.62% |
$80.5 - $103
|
627
$6.53K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
7+ 0.04% |
$56.4 - $72.2
|
16.3K
$169K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-88- 0.02% |
$708 - $908
|
495K
$5.15M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-191- 23.41% |
$1.54K - $1.97K
|
625
$6.51K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-321- 0.45% |
$2.58K - $3.31K
|
71.4K
$743K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-342- 20.27% |
$2.75K - $3.53K
|
1.35K
$14K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-393- 1.37% |
$3.16K - $4.06K
|
28.3K
$295K
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-535- 0.11% |
$4.31K - $5.52K
|
506K
$5.27M
|
|
|
May 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.13K- 1.27% |
$9.12K - $11.7K
|
87.9K
$915K
|
|
|
Apr 27, 2023
Q1 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-2.11K- 1.25% |
$17K - $21.8K
|
168K
$1.74M
|
|
|
May 10, 2023
Q1 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-4.3K- 7.39% |
$34.6K - $44.4K
|
53.9K
$561K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.81K- 39.64% |
$46.8K - $60K
|
8.85K
$92.1K
|
|
|
May 15, 2023
Q1 2023
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-15K- 50.0% |
$121K - $155K
|
15K
$156K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.2K- 37.91% |
$203K - $260K
|
41.2K
$429K
|
|
|
May 12, 2023
Q1 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-31.6K- 4.58% |
$254K - $326K
|
658K
$6.85M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-47.7K- 63.13% |
$384K - $492K
|
27.8K
$290K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-80.4K- 85.61% |
$647K - $830K
|
13.5K
$141K
|
|
|
May 15, 2023
Q1 2023
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-317K- 19.92% |
$2.56M - $3.28M
|
1.28M
$13.3M
|