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 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
10.3K+ 176.09% |
$98.5K - $123K
|
16.1K
$162K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.73K+ 35.87% |
$26.1K - $32.6K
|
10.3K
$104K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.26K+ 6.27% |
$79K - $98.7K
|
140K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
91.1KNew |
$872K - $1.09M
|
91.1K
$916K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
400New |
$3.83K - $4.78K
|
400
$4.02K
|
|
|
Jan 31, 2025
Q4 2024
|
Pembroke Management, LTD
|
BUY
|
- |
953KNew |
$9.12M - $11.4M
|
953K
$9.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
122New |
$1.17K - $1.46K
|
122
$1.23K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-29.3K- 96.24% |
$280K - $350K
|
1.14K
$11.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
1.02K+ 3.72% |
$9.76K - $12.2K
|
28.5K
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
4New |
$38.3 - $47.8
|
4
$40.2
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
5.23KNew |
$50.1K - $62.5K
|
5.23K
$52.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-4.85K- 0.51% |
$46.5K - $58K
|
951K
$9.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
31.1K+ 6.7% |
$297K - $371K
|
494K
$4.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.3KNew |
$12.4K - $15.5K
|
1.3K
$13.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
397+ 2.18% |
$3.8K - $4.74K
|
18.6K
$188K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$9.57 - $12
|
1
$10.1
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-14.8K- 4.21% |
$142K - $177K
|
337K
$3.39M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
16.1KNew |
$164K - $195K
|
16.1K
$162K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
90.8K+ 415.17% |
$924K - $1.1M
|
113K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.9K+ 114.14% |
$121K - $144K
|
22.3K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4+ 0.45% |
$40.7 - $48.4
|
893
$8.98K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-348- 87.0% |
$3.54K - $4.21K
|
52
$523
|
|
|
Nov 13, 2024
Q3 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
9.34KNew |
$95.1K - $113K
|
9.34K
$94K
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.5K- 2.44% |
$15.3K - $18.2K
|
59.9K
$603K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
40New |
$407 - $484
|
40
$402
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
7.48K+ 71.87% |
$76.1K - $90.4K
|
17.9K
$180K
|
|
|
Nov 12, 2024
Q3 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
1.8M+ 3.6% |
$18.3M - $21.8M
|
51.8M
$521M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1KNew |
$10.2K - $12.1K
|
1K
$10.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-120- 0.78% |
$1.22K - $1.45K
|
15.3K
$154K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
5K+ 10.0% |
$50.9K - $60.5K
|
55K
$553K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
300New |
$3.05K - $3.63K
|
300
$3.02K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$10.2 - $12.1
|
1
$10.1
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-200- 0.62% |
$2.04K - $2.42K
|
32.3K
$325K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-71- 0.12% |
$723 - $859
|
57.8K
$581K
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.47K+ 23.84% |
$37.7K - $47.4K
|
23.2K
$233K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
600New |
$5.06K - $6.37K
|
600
$6.04K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.9KNew |
$151K - $190K
|
17.9K
$180K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
10.6KNew |
$89.1K - $112K
|
10.6K
$106K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.47K- 0.32% |
$12.4K - $15.6K
|
456K
$4.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.5KNew |
$131K - $165K
|
15.5K
$156K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
178+ 24.79% |
$1.5K - $1.89K
|
896
$9.01K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3+ 0.24% |
$25.3 - $31.8
|
1.28K
$12.9K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
600+ 6.2% |
$4.64K - $5.51K
|
10.3K
$103K
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-14K- 25.96% |
$109K - $129K
|
40K
$403K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-23K- 59.94% |
$178K - $211K
|
15.4K
$155K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$84.6K - $100K
|
10.9K
$110K
|
|
|
May 15, 2024
Q1 2024
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
75K+ 1.52% |
$581K - $689K
|
5M
$50.3M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
533New |
$4.13K - $4.89K
|
533
$5.36K
|
|
|
May 13, 2024
Q1 2024
|
Royce & Associates LP
|
BUY
|
- |
25K+ 5.0% |
$194K - $230K
|
525K
$5.28M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
150New |
$1.16K - $1.38K
|
150
$1.51K
|
|