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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
71KNew |
$2.65M - $2.9M
|
71K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
75.1KNew |
$2.8M - $3.07M
|
75.1K
$2.84M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.68K+ 21.75% |
$99.9K - $109K
|
15K
$566K
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
4KNew |
$149K - $163K
|
4K
$151K
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-7.58K- 33.45% |
$283K - $310K
|
15.1K
$569K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2.28K+ 40.07% |
$85K - $93.1K
|
7.97K
$301K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 10.0% |
$112 - $123
|
27
$1.02K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1KNew |
$37.3K - $40.9K
|
1K
$37.8K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.01MNew |
$74.8M - $82M
|
2.01M
$75.8M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-80- 70.8% |
$2.98K - $3.27K
|
33
$1.25K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
5New |
$186 - $204
|
5
$189
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.8K- 39.44% |
$104K - $114K
|
4.3K
$162K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$224 - $245
|
6
$227
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-6- 7.06% |
$224 - $245
|
79
$2.98K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.86KNew |
$181K - $198K
|
4.86K
$183K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 23.08% |
$224 - $245
|
32
$1.21K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-5.24K- 39.05% |
$195K - $214K
|
8.17K
$309K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
615New |
$22.9K - $25.1K
|
615
$23.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.7K+ 7.05% |
$101K - $110K
|
40.9K
$1.54M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-453- 7.9% |
$16.9K - $18.5K
|
5.28K
$199K
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1KNew |
$30.9K - $38.3K
|
1K
$37.8K
|
|
|
Feb 17, 2023
Q4 2022
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
2.5KNew |
$77.2K - $95.8K
|
2.5K
$94.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.7KNew |
$176K - $218K
|
5.7K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
7.05KNew |
$218K - $270K
|
7.05K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
8.3KNew |
$256K - $318K
|
8.3K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.66KNew |
$175K - $217K
|
5.66K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
87+ 9.83% |
$2.69K - $3.33K
|
972
$36.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
4.48K+ 51.33% |
$138K - $172K
|
13.2K
$499K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7New |
$216 - $268
|
7
$264
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
119New |
$3.67K - $4.56K
|
119
$4.49K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
469New |
$14.5K - $18K
|
469
$17.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
140New |
$4.32K - $5.36K
|
140
$5.29K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
257+ 227.43% |
$7.94K - $9.85K
|
370
$14K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
255New |
$7.87K - $9.77K
|
255
$9.63K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
57+ 0.76% |
$1.76K - $2.18K
|
7.52K
$284K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
27New |
$834 - $1.03K
|
27
$1.02K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-6.38K- 43.04% |
$197K - $245K
|
8.45K
$319K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-200- 3.08% |
$6.18K - $7.66K
|
6.3K
$238K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
270KNew |
$8.69M - $9.66M
|
270K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
62New |
$1.99K - $2.21K
|
62
$2.34K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.6KNew |
$501K - $558K
|
15.6K
$589K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.64K- 45.96% |
$52.7K - $58.6K
|
1.93K
$72.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
19.4K+ 228.48% |
$624K - $694K
|
27.9K
$1.05M
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
32.8KNew |
$1.05M - $1.17M
|
32.8K
$1.24M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7- 1.38% |
$225 - $250
|
500
$18.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.11% |
$32.1 - $35.7
|
91
$3.44K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
902New |
$29K - $32.2K
|
902
$34.1K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.4K+ 259.18% |
$68.1K - $83.8K
|
3.33K
$126K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-47Closed |
$1.33K - $1.64K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
10.4KNew |
$294K - $362K
|
10.4K
$391K
|
|