Purchases and Sales Made in Q4 2022 in Hagerty, Inc. (HGTY)
This table provides information about the institutional ownership of Hagerty, Inc. (HGTY) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.68MNew |
$13.2M - $16.2M
|
1.68M
$17.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
1.53M+ 50.88% |
$12M - $14.7M
|
4.53M
$47.1M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
507KNew |
$3.99M - $4.88M
|
507K
$5.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
207K+ 14.9% |
$1.63M - $1.99M
|
1.59M
$16.6M
|
|
|
Feb 01, 2023
Q4 2022
|
River Road Asset Management, LLC
|
BUY
|
- |
170KNew |
$1.34M - $1.63M
|
170K
$1.77M
|
|
|
Jan 17, 2023
Q4 2022
|
Fenimore Asset Management Inc
|
BUY
|
- |
122K+ 15.32% |
$965K - $1.18M
|
922K
$9.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenhaven Road Investment Management, L.P.
Greenwich, CT |
BUY
|
- |
117K+ 13.27% |
$920K - $1.12M
|
997K
$10.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
BUY
|
- |
100K+ 74.46% |
$789K - $964K
|
235K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
93.9KNew |
$740K - $904K
|
93.9K
$978K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
75.5KNew |
$595K - $727K
|
75.5K
$786K
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
56.4KNew |
$445K - $544K
|
56.4K
$588K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
50.4KNew |
$397K - $485K
|
50.4K
$525K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
49.4K+ 80.97% |
$389K - $476K
|
110K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
47.7K+ 2.4% |
$376K - $460K
|
2.04M
$21.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
39.2KNew |
$309K - $378K
|
39.2K
$409K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36.5KNew |
$287K - $351K
|
36.5K
$380K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.6KNew |
$241K - $294K
|
30.6K
$318K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.7KNew |
$226K - $276K
|
28.7K
$299K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
25.3KNew |
$199K - $244K
|
25.3K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
17.4KNew |
$137K - $168K
|
17.4K
$181K
|
|
|
Feb 14, 2023
Q4 2022
|
Caz Investments LP
Houston, TX |
BUY
|
- |
15K+ 100.0% |
$118K - $144K
|
30K
$312K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.84K+ 12.29% |
$61.8K - $75.5K
|
71.7K
$746K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
7.57KNew |
$59.7K - $72.9K
|
7.57K
$78.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.97K+ 4.5% |
$54.9K - $67.1K
|
162K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
5.97K+ 5.28% |
$47K - $57.5K
|
119K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.48KNew |
$43.2K - $52.8K
|
5.48K
$57.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.83K+ 23.86% |
$22.3K - $27.2K
|
14.7K
$153K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.67KNew |
$21.1K - $25.8K
|
2.67K
$27.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.59K+ 0.59% |
$12.5K - $15.3K
|
268K
$2.79M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.51K+ 864.0% |
$11.9K - $14.6K
|
1.69K
$17.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1KNew |
$7.88K - $9.63K
|
1K
$10.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
350New |
$2.76K - $3.37K
|
350
$3.64K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
333New |
$2.62K - $3.21K
|
333
$3.47K
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
190+ 0.89% |
$1.5K - $1.83K
|
21.5K
$224K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
165New |
$1.3K - $1.59K
|
165
$1.72K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
7+ 1.15% |
$55.2 - $67.4
|
617
$6.42K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30- 1.33% |
$236 - $289
|
2.23K
$23.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-219- 1.33% |
$1.73K - $2.11K
|
16.2K
$169K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-521- 4.84% |
$4.11K - $5.02K
|
10.2K
$107K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-673- 94.66% |
$5.3K - $6.48K
|
38
$396
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-973- 0.2% |
$7.67K - $9.37K
|
495K
$5.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1K- 55.07% |
$7.88K - $9.63K
|
816
$8.49K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.61K- 46.32% |
$12.7K - $15.5K
|
1.87K
$19.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.5K- 17.98% |
$19.7K - $24.1K
|
11.4K
$119K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.52K- 66.69% |
$51.4K - $62.8K
|
3.26K
$33.9K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24K- 62.28% |
$189K - $231K
|
14.6K
$151K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24K- 62.28% |
$189K - $231K
|
14.6K
$151K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-56.1K- 45.8% |
$442K - $540K
|
66.4K
$691K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-80.3K- 83.19% |
$632K - $773K
|
16.2K
$169K
|