Creative Planning Federated Hermes, Inc. Transaction History

Creative Planning

  • $103 Billion
  • Q4 2024

A detailed history of Creative Planning transactions in Federated Hermes, Inc. stock. As of the latest transaction made, Creative Planning holds 20,423 shares of FHI stock, worth $779,341. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,423
Previous 17,898 14.11%
Holding current value
$779,341
Previous $657,000 27.7%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$36.01 - $43.31 $90,925 - $109,357
2,525 Added 14.11%
20,423 $839,000
Q3 2024

Oct 11, 2024
SELL
$32.18 - $37.3 $171,133 - $198,361
-5,318 Reduced 22.91%
17,898 $657,000
Q2 2024

Aug 15, 2024
SELL
$31.65 - $36.79 $2,152 - $2,501
-68 Reduced 0.29%
23,216 $763,000
Q1 2024

May 10, 2024
BUY
$33.27 - $36.43 $22,789 - $24,954
685 Added 3.03%
23,284 $841,000
Q4 2023

Feb 14, 2024
SELL
$30.46 - $34.22 $137,526 - $154,503
-4,515 Reduced 16.65%
22,599 $765,000
Q3 2023

Nov 16, 2023
BUY
$32.42 - $36.86 $85,037 - $96,683
2,623 Added 10.71%
27,114 $918,000
Q2 2023

Jul 21, 2023
BUY
$34.43 - $44.0 $2,272 - $2,904
66 Added 0.27%
24,491 $878,000
Q1 2023

May 15, 2023
SELL
$37.29 - $40.85 $318,232 - $348,613
-8,534 Reduced 25.89%
24,425 $980,000
Q4 2022

Feb 10, 2023
SELL
$30.88 - $38.31 $32,393 - $40,187
-1,049 Reduced 3.08%
32,959 $1.2 Million
Q3 2022

Nov 03, 2022
BUY
$32.12 - $35.72 $91,798 - $102,087
2,858 Added 9.17%
34,008 $1.13 Million
Q2 2022

Aug 15, 2022
BUY
$28.38 - $34.91 $2,327 - $2,862
82 Added 0.26%
31,150 $990,000
Q1 2022

May 16, 2022
BUY
$30.21 - $39.16 $11,147 - $14,450
369 Added 1.2%
31,068 $1.06 Million
Q3 2021

Nov 10, 2021
SELL
$29.52 - $34.55 $410,623 - $480,590
-13,910 Reduced 31.18%
30,699 $998,000
Q2 2021

Aug 04, 2021
BUY
$28.8 - $34.62 $654,566 - $786,843
22,728 Added 103.87%
44,609 $1.51 Million
Q1 2021

Apr 30, 2021
SELL
$26.72 - $31.49 $179,104 - $211,077
-6,703 Reduced 23.45%
21,881 $685,000
Q4 2020

Jan 29, 2021
BUY
$21.28 - $30.04 $53,859 - $76,031
2,531 Added 9.71%
28,584 $826,000
Q3 2020

Nov 05, 2020
BUY
$20.69 - $27.04 $539,036 - $704,473
26,053 New
26,053 $560,000
Q1 2020

May 05, 2020
SELL
$13.07 - $37.45 $95,254 - $272,935
-7,288 Closed
0 $0
Q4 2019

Jan 30, 2020
BUY
$30.49 - $34.43 $222,211 - $250,925
7,288 New
7,288 $238,000

Others Institutions Holding FHI

# of Institutions
342
Shares Held
57.7M
Call Options Held
17.4K
Put Options Held
60.6K
View Full List

About FEDERATED HERMES, INC.

FHI Quotes by TradingView
  • Ticker FHI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 89,132,704
  • Market Cap $3.4B
  • Description
  • Federated Hermes, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, including high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipa...
More about FHI
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