Purchases and Sales Made in Q1 2025 in Hagerty, Inc. (HGTY)
This table provides information about the institutional ownership of Hagerty, Inc. (HGTY) during Q1 2025. 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 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
744K+ 15.74% |
$6.69M - $7.68M
|
5.47M
$53.2M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
322KNew |
$2.9M - $3.32M
|
322K
$3.13M
|
|
|
May 05, 2025
Q1 2025
|
Greenhaven Road Investment Management, L.P.
Greenwich, CT |
BUY
|
- |
124K+ 10.06% |
$1.12M - $1.28M
|
1.36M
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
62.8K+ 111.46% |
$565K - $649K
|
119K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
60.8K+ 12.29% |
$547K - $628K
|
555K
$5.4M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
24.6K+ 39.58% |
$221K - $254K
|
86.6K
$842K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
16.3KNew |
$147K - $169K
|
16.3K
$159K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.4K+ 18.08% |
$139K - $159K
|
101K
$979K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.1KNew |
$118K - $135K
|
13.1K
$127K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12KNew |
$108K - $123K
|
12K
$116K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
10.2KNew |
$92.2K - $106K
|
10.2K
$99.5K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
8.63K+ 3.58% |
$77.7K - $89.1K
|
250K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
8.1K+ 15.28% |
$72.9K - $83.7K
|
61.1K
$594K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.46K+ 24.93% |
$67.1K - $77.1K
|
37.4K
$363K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
5.67K+ 4.13% |
$51K - $58.5K
|
143K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.35K+ 171.74% |
$21.1K - $24.2K
|
3.71K
$36.1K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.25K+ 6.96% |
$20.3K - $23.2K
|
34.6K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.1K+ 55.87% |
$18.9K - $21.6K
|
5.85K
$56.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1K+ 606.06% |
$9K - $10.3K
|
1.17K
$11.3K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
881+ 2.84% |
$7.93K - $9.1K
|
31.9K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
830+ 8.04% |
$7.47K - $8.57K
|
11.2K
$108K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
750New |
$6.75K - $7.75K
|
750
$7.29K
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
630+ 2.21% |
$5.67K - $6.51K
|
29.1K
$283K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
520+ 0.45% |
$4.68K - $5.37K
|
116K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
420+ 0.3% |
$3.78K - $4.34K
|
138K
$1.34M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
299+ 296.04% |
$2.69K - $3.09K
|
400
$3.89K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
179+ 17.64% |
$1.61K - $1.85K
|
1.19K
$11.6K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
150+ 300.0% |
$1.35K - $1.55K
|
200
$1.94K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
56New |
$504 - $578
|
56
$544
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
4+ 100.0% |
$36 - $41.3
|
8
$77.8
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 300.0% |
$27 - $31
|
4
$38.9
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$9 - $10.3
|
1
$9.72
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$9 - $10.3
|
1
$9.72
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-150- 50.0% |
$1.35K - $1.55K
|
150
$1.46K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-299- 74.75% |
$2.69K - $3.09K
|
101
$982
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-360- 0.44% |
$3.24K - $3.72K
|
82.4K
$801K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-379- 1.5% |
$3.41K - $3.92K
|
24.9K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-471- 1.54% |
$4.24K - $4.87K
|
30.1K
$293K
|
|
|
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
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.99K- 2.18% |
$17.9K - $20.5K
|
89.1K
$866K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-4.13K- 7.28% |
$37.1K - $42.6K
|
52.6K
$511K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.38K- 3.13% |
$39.4K - $45.2K
|
136K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.36K- 21.83% |
$57.3K - $65.7K
|
22.8K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.43K- 8.9% |
$57.8K - $66.4K
|
65.8K
$639K
|
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-6.66K- 24.78% |
$59.9K - $68.8K
|
20.2K
$196K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6.79K- 23.13% |
$61.1K - $70.1K
|
22.6K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-7.2K- 70.03% |
$64.8K - $74.4K
|
3.08K
$30K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-12.1K- 12.42% |
$109K - $125K
|
85.2K
$828K
|
|
|
May 14, 2025
Q1 2025
|
Pembroke Management, LTD
|
SELL
|
- |
-15.7K- 1.65% |
$142K - $162K
|
938K
$9.11M
|