Purchases and Sales Made in Q3 2023 in Fresenius Medical Care Ag & Co. K Ga A (FMS)
This table provides information about the institutional ownership of Fresenius Medical Care Ag & Co. K Ga A (FMS) during Q3 2023. The information is specifically focused on institutions that hold shares of Fresenius Medical Care AG & Co. KGaA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
206+ 6.44% |
$4.39K - $5.68K
|
3.4K
$82.9K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
166+ 4150.0% |
$3.54K - $4.57K
|
170
$4.14K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
156+ 173.33% |
$3.32K - $4.3K
|
246
$5.99K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
100New |
$2.13K - $2.76K
|
100
$2.44K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
99+ 5.44% |
$2.11K - $2.73K
|
1.92K
$46.7K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
71+ 18.88% |
$1.51K - $1.96K
|
447
$10.9K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
44+ 50.57% |
$938 - $1.21K
|
131
$3.19K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
14+ 1.18% |
$298 - $386
|
1.2K
$29.3K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
13+ 5.7% |
$277 - $358
|
241
$5.87K
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
7New |
$149 - $193
|
7
$170
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 0.35% |
$85.2 - $110
|
1.16K
$28.2K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 2.4% |
$107 - $138
|
203
$4.94K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-10- 50.0% |
$213 - $276
|
10
$244
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-90- 42.06% |
$1.92K - $2.48K
|
124
$3.02K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-138- 5.12% |
$2.94K - $3.8K
|
2.56K
$62.3K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-138- 5.12% |
$2.94K - $3.8K
|
2.56K
$62.3K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-225- 14.0% |
$4.79K - $6.2K
|
1.38K
$33.7K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-255- 1.13% |
$5.43K - $7.03K
|
22.4K
$545K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-418- 2.71% |
$8.91K - $11.5K
|
15K
$365K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-421- 21.38% |
$8.97K - $11.6K
|
1.55K
$37.7K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-425- 14.65% |
$9.06K - $11.7K
|
2.48K
$60.3K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-612- 3.73% |
$13K - $16.9K
|
15.8K
$385K
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-780- 5.74% |
$16.6K - $21.5K
|
12.8K
$312K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.02K- 5.42% |
$21.6K - $28K
|
17.7K
$432K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.33K- 4.43% |
$28.3K - $36.7K
|
28.7K
$699K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.42K- 8.08% |
$30.2K - $39K
|
16.1K
$392K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.84K- 20.78% |
$39.1K - $50.6K
|
7K
$170K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.84K- 11.44% |
$39.2K - $50.7K
|
14.2K
$347K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.05K- 0.79% |
$43.8K - $56.6K
|
259K
$6.31M
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.18K- 7.96% |
$46.5K - $60.2K
|
25.2K
$615K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.38K- 7.89% |
$50.8K - $65.7K
|
27.8K
$678K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.73K- 9.1% |
$58.2K - $75.3K
|
27.3K
$665K
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-2.85K- 13.41% |
$60.6K - $78.4K
|
18.4K
$447K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.96K- 10.58% |
$63K - $81.5K
|
25K
$609K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.96K- 7.81% |
$63.1K - $81.6K
|
34.9K
$851K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.98K- 6.55% |
$63.5K - $82.1K
|
42.5K
$1.04M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.8K- 14.68% |
$81K - $105K
|
22.1K
$538K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.1K- 9.6% |
$87.5K - $113K
|
38.7K
$942K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-6.7K- 8.65% |
$143K - $185K
|
70.8K
$1.72M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.69K- 20.62% |
$164K - $212K
|
29.6K
$721K
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-9.15K- 37.89% |
$195K - $252K
|
15K
$365K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-14.4K- 15.63% |
$306K - $396K
|
77.5K
$1.89M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.3K- 64.36% |
$369K - $477K
|
9.59K
$234K
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-19.2K- 19.96% |
$410K - $530K
|
77.1K
$1.88M
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-31.5K- 36.76% |
$671K - $868K
|
54.2K
$1.32M
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-97.8K- 99.93% |
$2.08M - $2.7M
|
68
$1.66K
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-100K- 1.62% |
$2.13M - $2.76M
|
6.09M
$148M
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-208K- 20.64% |
$4.44M - $5.74M
|
801K
$19.5M
|
|
Nov 09, 2023
Q3 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-384K- 2.3% |
$8.18M - $10.6M
|
16.3M
$397M
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-554K- 85.76% |
$11.8M - $15.3M
|
92K
$2.24M
|