Purchases and Sales Made in Q4 2023 in Hagerty, Inc. (HGTY)
This table provides information about the institutional ownership of Hagerty, Inc. (HGTY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
343K+ 7.49% |
$2.6M - $3M
|
4.93M
$50.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
149KNew |
$1.13M - $1.3M
|
149K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
82.4K+ 174.89% |
$625K - $720K
|
130K
$1.32M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.4K+ 153.43% |
$595K - $686K
|
130K
$1.32M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
56.9K+ 16.18% |
$432K - $498K
|
409K
$4.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
50.1K+ 18.0% |
$380K - $438K
|
329K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.3KNew |
$237K - $274K
|
31.3K
$320K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.7K+ 4919.36% |
$233K - $269K
|
31.4K
$321K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
26.6K+ 34.68% |
$202K - $232K
|
103K
$1.06M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.5K+ 2081.88% |
$201K - $232K
|
27.8K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
BUY
|
- |
25K+ 5.26% |
$190K - $219K
|
500K
$5.11M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
23.3KNew |
$177K - $204K
|
23.3K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Greenhaven Road Investment Management, L.P.
Greenwich, CT |
BUY
|
- |
21.5K+ 2.11% |
$163K - $188K
|
1.04M
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
20KNew |
$152K - $175K
|
20K
$204K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
16.9KNew |
$128K - $148K
|
16.9K
$173K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
16.7K+ 13.28% |
$126K - $146K
|
142K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
13.6KNew |
$103K - $119K
|
13.6K
$139K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13.2K+ 22.66% |
$99.8K - $115K
|
71.3K
$728K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13K+ 13.7% |
$98.7K - $114K
|
108K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.2K+ 21.5% |
$84.9K - $97.9K
|
63.3K
$647K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.6K+ 44.77% |
$65.2K - $75.2K
|
27.8K
$284K
|
|
|
Jan 23, 2024
Q4 2023
|
Fenimore Asset Management Inc
|
BUY
|
- |
7.6K+ 0.81% |
$57.6K - $66.4K
|
945K
$9.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.98KNew |
$52.9K - $61K
|
6.98K
$71.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
5.88K+ 9.64% |
$44.6K - $51.4K
|
66.9K
$683K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
5.32K+ 19.84% |
$40.3K - $46.5K
|
32.1K
$328K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.26K+ 18.94% |
$24.7K - $28.5K
|
20.5K
$209K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.67KNew |
$20.3K - $23.4K
|
2.67K
$27.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.17K+ 0.47% |
$16.4K - $18.9K
|
460K
$4.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.16K+ 8.62% |
$16.4K - $18.9K
|
27.2K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.92K+ 13.17% |
$14.6K - $16.8K
|
16.5K
$169K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.05K+ 27.9% |
$7.97K - $9.19K
|
4.82K
$49.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1KNew |
$7.58K - $8.74K
|
1K
$10.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
845+ 1.59% |
$6.41K - $7.39K
|
54.1K
$553K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
480+ 1.31% |
$3.64K - $4.2K
|
37.1K
$379K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
434New |
$3.29K - $3.79K
|
434
$4.44K
|
|
|
Feb 02, 2024
Q4 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
350+ 1.77% |
$2.65K - $3.06K
|
20.1K
$205K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
200+ 24.24% |
$1.52K - $1.75K
|
1.03K
$10.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
147+ 0.05% |
$1.11K - $1.28K
|
273K
$2.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
112+ 107.69% |
$849 - $979
|
216
$2.21K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
17New |
$129 - $149
|
17
$174
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
6+ 0.03% |
$45.5 - $52.4
|
22.4K
$229K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-600- 5.84% |
$4.55K - $5.24K
|
9.68K
$99K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.1K- 45.59% |
$8.34K - $9.61K
|
1.31K
$13.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.31K- 44.71% |
$9.91K - $11.4K
|
1.62K
$16.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-1.61K- 9.88% |
$12.2K - $14.1K
|
14.7K
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-3.66K- 2.71% |
$27.7K - $31.9K
|
131K
$1.34M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-4.78K- 25.53% |
$36.2K - $41.8K
|
14K
$143K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-5.7K- 10.23% |
$43.2K - $49.8K
|
50K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-7.85K- 16.98% |
$59.5K - $68.6K
|
38.4K
$392K
|