Latest Institutional Transactions on Hagerty, Inc. (HGTY)
This table provides information on the latest institutional transactions involving Hagerty, Inc. (HGTY) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-38- 1.0% |
$364 - $454
|
3.75K
$38.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.2K- 3.09% |
$21K - $26.3K
|
69K
$712K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
10.7K+ 8.44% |
$103K - $128K
|
138K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
25.4KNew |
$243K - $304K
|
25.4K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.52K- 5.68% |
$14.6K - $18.2K
|
25.2K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
483K+ 11.39% |
$4.63M - $5.78M
|
4.73M
$48.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
43K+ 225.35% |
$411K - $513K
|
62K
$641K
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
8.23K+ 48.61% |
$78.7K - $98.3K
|
25.1K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
34.5K+ 21.64% |
$330K - $412K
|
194K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenhaven Road Investment Management, L.P.
Greenwich, CT |
SELL
|
- |
-272K- 18.05% |
$2.61M - $3.25M
|
1.24M
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-675- 2.13% |
$6.46K - $8.07K
|
31K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.3KNew |
$118K - $147K
|
12.3K
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
103KNew |
$989K - $1.23M
|
103K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.68K- 89.38% |
$16.1K - $20.1K
|
200
$2.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
56.7KNew |
$542K - $677K
|
56.7K
$586K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.9K+ 2185.41% |
$267K - $333K
|
29.1K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-15K- 60.0% |
$144K - $179K
|
10K
$103K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
14+ 1.04% |
$134 - $167
|
1.37K
$14.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-6.52K- 2.64% |
$62.4K - $77.9K
|
241K
$2.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
48.7K+ 100.47% |
$466K - $582K
|
97.3K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3.2KNew |
$30.6K - $38.2K
|
3.2K
$33.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1.55K- 40.94% |
$14.9K - $18.6K
|
2.24K
$23.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.5K- 26.03% |
$101K - $126K
|
29.9K
$309K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-200- 0.17% |
$1.91K - $2.39K
|
115K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-202K- 7.05% |
$1.93M - $2.41M
|
2.66M
$27.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
800New |
$7.66K - $9.56K
|
800
$8.26K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10KNew |
$95.7K - $120K
|
10K
$103K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
3K+ 6.0% |
$28.7K - $35.9K
|
53K
$547K
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
40K+ 41.13% |
$382K - $477K
|
137K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
10.3K+ 176.09% |
$98.5K - $123K
|
16.1K
$167K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50New |
$479 - $598
|
50
$517
|
|
|
Feb 07, 2025
Q4 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
108K+ 3.6% |
$1.03M - $1.29M
|
3.11M
$32.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
77+ 8.21% |
$737 - $920
|
1.02K
$10.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
91.1KNew |
$872K - $1.09M
|
91.1K
$941K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.26K+ 6.27% |
$79K - $98.7K
|
140K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.73K+ 35.87% |
$26.1K - $32.6K
|
10.3K
$107K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
400New |
$3.83K - $4.78K
|
400
$4.13K
|
|
|
Jan 31, 2025
Q4 2024
|
Pembroke Management, LTD
|
BUY
|
- |
953KNew |
$9.12M - $11.4M
|
953K
$9.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
122New |
$1.17K - $1.46K
|
122
$1.26K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-29.3K- 96.24% |
$280K - $350K
|
1.14K
$11.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
1.02K+ 3.72% |
$9.76K - $12.2K
|
28.5K
$294K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
4New |
$38.3 - $47.8
|
4
$41.3
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
5.23KNew |
$50.1K - $62.5K
|
5.23K
$54.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-4.85K- 0.51% |
$46.5K - $58K
|
951K
$9.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
31.1K+ 6.7% |
$297K - $371K
|
494K
$5.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.3KNew |
$12.4K - $15.5K
|
1.3K
$13.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
397+ 2.18% |
$3.8K - $4.74K
|
18.6K
$193K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$9.57 - $12
|
1
$10.3
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-14.8K- 4.21% |
$142K - $177K
|
337K
$3.48M
|