Purchases and Sales Made in Q3 2025 in Federated Hermes ETF Tr U S St (FDV)
This table provides information about the institutional ownership of Federated Hermes ETF Tr U S St (FDV) during Q3 2025. The information is specifically focused on institutions that hold shares of FEDERATED HERMES ETF TR U S ST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.67MNew |
N/A
|
1.67M
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
343K+ 17.89% |
N/A
|
2.26M
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
208K+ 1765.11% |
N/A
|
219K
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
185K+ 44.45% |
N/A
|
600K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
85.1K+ 17.65% |
N/A
|
567K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
66.9K+ 4.38% |
N/A
|
1.59M
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
65.8K+ 48.23% |
N/A
|
202K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
51.1K+ 2.34% |
N/A
|
2.23M
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
30.6K+ 9.3% |
N/A
|
360K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
30.5K+ 9.83% |
N/A
|
341K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29.4K+ 13.61% |
N/A
|
246K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.3K+ 383.27% |
N/A
|
36.9K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.5K+ 17.37% |
N/A
|
193K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.3K+ 14.56% |
N/A
|
215K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22K+ 7.58% |
N/A
|
311K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.1K+ 11.37% |
N/A
|
187K
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.4K+ 29.82% |
N/A
|
80K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.2K+ 17.55% |
N/A
|
115K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
16.9KNew |
N/A
|
16.9K
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.5K+ 21.2% |
N/A
|
88.5K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.7K+ 71.82% |
N/A
|
35.1K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.6K+ 5.3% |
N/A
|
271K
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.95K+ 57.66% |
N/A
|
24.5K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.79K+ 22.1% |
N/A
|
43K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
4.09K+ 0.36% |
N/A
|
1.13M
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
3.5KNew |
N/A
|
3.5K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.43K+ 12.59% |
N/A
|
21.7K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.1K+ 1.26% |
N/A
|
169K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.75KNew |
N/A
|
1.75K
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.51K+ 15.18% |
N/A
|
11.4K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.01K+ 2.39% |
N/A
|
43.1K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
860+ 4.07% |
N/A
|
22K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
749New |
N/A
|
749
$0
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
644+ 3.11% |
N/A
|
21.4K
$0
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
500New |
N/A
|
500
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
468+ 0.26% |
N/A
|
184K
$0
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
348+ 0.54% |
N/A
|
65.2K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
334+ 1.39% |
N/A
|
24.3K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
225+ 22500.0% |
N/A
|
226
$0
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
130New |
N/A
|
130
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
21New |
N/A
|
21
$0
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8+ 0.07% |
N/A
|
11.8K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-57- 0.97% |
N/A
|
5.79K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-138- 0.93% |
N/A
|
14.6K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-268- 2.35% |
N/A
|
11.1K
$0
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-983- 3.51% |
N/A
|
27K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.53K- 11.47% |
N/A
|
11.8K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.92K- 27.54% |
N/A
|
18.2K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-20.9K- 18.67% |
N/A
|
91K
$0
|
|