Latest Institutional Transactions on Federated Hermes, Inc. (FHI)
This table provides information on the latest institutional transactions involving Federated Hermes, Inc. (FHI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-560- 4.94% |
$26.5K - $29.6K
|
10.8K
$529K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
65New |
$3.07K - $3.44K
|
65
$3.2K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-98- 12.3% |
$4.64K - $5.19K
|
699
$34.4K
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-6- 5.13% |
$284 - $318
|
111
$5.46K
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.45K+ 10.47% |
$211K - $236K
|
47K
$2.31M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.97K+ 686.44% |
$282K - $316K
|
6.84K
$336K
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
BUY
|
- |
83.5K+ 61.81% |
$3.95M - $4.42M
|
219K
$10.7M
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
25New |
$1.18K - $1.32K
|
25
$1.23K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
12.1K+ 16.54% |
$572K - $640K
|
85.2K
$4.19M
|
|
|
Jan 22, 2026
Q4 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
12.6K+ 6.06% |
$597K - $668K
|
221K
$10.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-4.1K- 6.32% |
$194K - $217K
|
60.8K
$2.99M
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-245- 1.1% |
$11.6K - $13K
|
22K
$1.08M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28+ 0.6% |
$1.32K - $1.48K
|
4.72K
$232K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
125+ 12.45% |
$5.91K - $6.62K
|
1.13K
$55.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
57+ 1.95% |
$2.7K - $3.02K
|
2.98K
$146K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-404- 5.42% |
$19.1K - $21.4K
|
7.05K
$347K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.97% |
$9.46K - $10.6K
|
20.4K
$1M
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
13K+ 17.39% |
$614K - $687K
|
87.6K
$4.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-673- 0.75% |
$31.8K - $35.6K
|
88.7K
$4.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
24.4KNew |
$1.15M - $1.29M
|
24.4K
$1.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-12- 27.27% |
$568 - $635
|
32
$1.57K
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-298- 3.28% |
$14.1K - $15.8K
|
8.8K
$433K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.06KNew |
$97.4K - $109K
|
2.06K
$101K
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
623+ 2.55% |
$29.5K - $33K
|
25K
$1.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
388+ 3.79% |
$18.4K - $20.5K
|
10.6K
$522K
|
|
|
Jan 14, 2026
Q4 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-1K- 1.58% |
$47.3K - $52.9K
|
62.2K
$3.06M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30+ 44.12% |
$1.42K - $1.59K
|
98
$4.82K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-4- 0.04% |
$189 - $212
|
9.44K
$464K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
31.2K+ 36.74% |
$1.48M - $1.65M
|
116K
$5.72M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
46.6K+ 408.75% |
$2.2M - $2.46M
|
58K
$2.85M
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
2.06K+ 2.93% |
$97.3K - $109K
|
72.3K
$3.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-39- 0.52% |
$1.84K - $2.06K
|
7.49K
$368K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.37K- 5.95% |
$64.8K - $72.5K
|
21.7K
$1.06M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 133.33% |
$189 - $212
|
7
$344
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-220- 3.74% |
$10.4K - $11.6K
|
5.67K
$279K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.03KNew |
$190K - $213K
|
4.03K
$198K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
210+ 8.32% |
$9.93K - $11.1K
|
2.73K
$134K
|
|
| Q3 2025 | |||||||
|
Jan 20, 2026
Q3 2025
|
Kbc Group Nv
|
BUY
|
- |
930+ 52.87% |
$41.6K - $50.3K
|
2.69K
$132K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
43+ 12.04% |
$1.93K - $2.33K
|
400
$19.7K
|
|
|
Dec 01, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-18.1K- 6.61% |
$808K - $977K
|
255K
$12.5M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-94- 50.27% |
$4.21K - $5.09K
|
93
$4.57K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-51- 1.64% |
$2.28K - $2.76K
|
3.07K
$151K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
269New |
$12K - $14.6K
|
269
$13.2K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
43New |
$1.93K - $2.33K
|
43
$2.11K
|
|
|
Nov 18, 2025
Q3 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-7.26K- 51.85% |
$325K - $393K
|
6.74K
$331K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-185- 0.41% |
$8.28K - $10K
|
44.6K
$2.19M
|
|
|
Nov 17, 2025
Q3 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-52.1K- 20.44% |
$2.33M - $2.82M
|
203K
$9.96M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.58M+ 3229.03% |
$115M - $139M
|
2.66M
$131M
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
21.8KNew |
$978K - $1.18M
|
21.8K
$1.07M
|
|