Purchases and Sales Made in Q2 2023 in Hagerty, Inc. (HGTY)
This table provides information about the institutional ownership of Hagerty, Inc. (HGTY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
3MNew |
$24.9M - $30.5M
|
3M
$31.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.1M+ 47.42% |
$9.14M - $11.2M
|
3.42M
$35.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Working Capital Advisors (Uk) Ltd.
London, X0 |
BUY
|
- |
800K+ 483.99% |
$6.64M - $8.14M
|
966K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
106K+ 21.53% |
$884K - $1.08M
|
601K
$6.26M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
100KNew |
$830K - $1.02M
|
100K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
76.7KNew |
$637K - $780K
|
76.7K
$798K
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
46.2KNew |
$384K - $470K
|
46.2K
$481K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
44.3K+ 293.85% |
$368K - $450K
|
59.4K
$618K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.2K+ 4530.49% |
$308K - $378K
|
38K
$395K
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
35.7K+ 12.98% |
$297K - $363K
|
311K
$3.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
31.9KNew |
$265K - $325K
|
31.9K
$332K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
26.5K+ 23.75% |
$220K - $269K
|
138K
$1.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
BUY
|
- |
25K+ 5.56% |
$208K - $254K
|
475K
$4.94M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.8K+ 42.67% |
$206K - $252K
|
82.9K
$863K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
24.2KNew |
$201K - $246K
|
24.2K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.3K+ 230.19% |
$136K - $166K
|
23.5K
$244K
|
|
|
Aug 14, 2023
Q2 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
12.7KNew |
$105K - $129K
|
12.7K
$132K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
10.2K+ 62.49% |
$84.3K - $103K
|
26.4K
$275K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.08K+ 44.85% |
$75.3K - $92.3K
|
29.3K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
8.44K+ 117.51% |
$70.1K - $85.9K
|
15.6K
$163K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
5.85KNew |
$48.5K - $59.5K
|
5.85K
$60.9K
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
4.91K+ 4.13% |
$40.7K - $49.9K
|
124K
$1.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
4.49K+ 226.97% |
$37.3K - $45.7K
|
6.47K
$67.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.46K+ 10.89% |
$37K - $45.3K
|
45.4K
$473K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.18K+ 17.16% |
$34.7K - $42.5K
|
28.5K
$297K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.5K+ 2.12% |
$29K - $35.6K
|
168K
$1.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.3KNew |
$27.4K - $33.6K
|
3.3K
$34.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.27K+ 11.55% |
$27.1K - $33.2K
|
31.6K
$329K
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.53KNew |
$21K - $25.7K
|
2.53K
$26.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.4K+ 115.85% |
$19.9K - $24.4K
|
4.47K
$46.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.42K+ 43.09% |
$11.8K - $14.4K
|
4.71K
$49.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Fenimore Asset Management Inc
|
BUY
|
- |
1.19K+ 0.13% |
$9.84K - $12.1K
|
928K
$9.66M
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
934New |
$7.75K - $9.5K
|
934
$9.72K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
437+ 4.55% |
$3.63K - $4.44K
|
10K
$104K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
277+ 20.59% |
$2.3K - $2.82K
|
1.62K
$16.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
179+ 1.73% |
$1.49K - $1.82K
|
10.5K
$110K
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
71+ 0.32% |
$589 - $722
|
22K
$229K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2+ 0.32% |
$16.6 - $20.3
|
629
$6.55K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-114- 1.0% |
$946 - $1.16K
|
11.3K
$118K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-128- 0.05% |
$1.06K - $1.3K
|
278K
$2.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-150- 24.0% |
$1.25K - $1.53K
|
475
$4.94K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-187- 0.95% |
$1.55K - $1.9K
|
19.4K
$202K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-187- 0.95% |
$1.55K - $1.9K
|
19.4K
$202K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-310- 13.6% |
$2.57K - $3.15K
|
1.97K
$20.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenhaven Road Investment Management, L.P.
Greenwich, CT |
SELL
|
- |
-1.8K- 0.18% |
$14.9K - $18.3K
|
1.02M
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.17K- 5.27% |
$18K - $22.1K
|
39.1K
$407K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.28K- 8.81% |
$52.2K - $63.9K
|
65.1K
$677K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-10K- 0.49% |
$83.4K - $102K
|
2.04M
$21.3M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-30.6K- 6.05% |
$254K - $312K
|
476K
$4.95M
|