Latest Institutional Purchases of Hagerty, Inc. (HGTY)
This list provides information on the latest institutional transactions involving Hagerty, Inc. (HGTY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
533New |
$4.13K - $4.89K
|
533
$7.3K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
150New |
$1.16K - $1.38K
|
150
$2.05K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17New |
$132 - $156
|
17
$233
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.67KNew |
$20.3K - $23.4K
|
2.67K
$36.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1KNew |
$7.58K - $8.74K
|
1K
$13.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
200+ 24.24% |
$1.52K - $1.75K
|
1.03K
$14K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Working Capital Advisors (Uk) Ltd.
London, X0 |
BUY
|
- |
19.4K+ 2.01% |
$158K - $183K
|
985K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18KNew |
$147K - $170K
|
18K
$247K
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
2.9KNew |
$23.7K - $27.3K
|
2.9K
$39.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.65K+ 14.61% |
$13.5K - $15.5K
|
12.9K
$177K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
24.2KNew |
$201K - $246K
|
24.2K
$332K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.3KNew |
$27.4K - $33.6K
|
3.3K
$45.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.53KNew |
$21K - $25.7K
|
2.53K
$34.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
934New |
$7.75K - $9.5K
|
934
$12.8K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
34KNew |
$274K - $351K
|
34K
$466K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
39.2KNew |
$309K - $378K
|
39.2K
$537K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.48KNew |
$43.2K - $52.8K
|
5.48K
$75K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
350New |
$2.76K - $3.37K
|
350
$4.79K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
333New |
$2.62K - $3.21K
|
333
$4.56K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.5KNew |
$9.2K - $33.7K
|
2.5K
$34.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
470+ 1.04% |
$1.73K - $6.33K
|
45.7K
$625K
|
|
|
Nov 07, 2022
Q3 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
100New |
$368 - $1.35K
|
100
$1.37K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
54.7KNew |
$414K - $635K
|
54.7K
$749K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.2KNew |
$122K - $188K
|
16.2K
$222K
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.6K+ 189.85% |
$19.7K - $30.2K
|
3.97K
$54.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
350New |
$2.65K - $4.06K
|
350
$4.79K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
110+ 440.0% |
$833 - $1.28K
|
135
$1.85K
|
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
24+ 0.22% |
$182 - $278
|
10.9K
$149K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
47.6K+ 34.1% |
$514K - $852K
|
187K
$2.56M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.1KNew |
$120K - $199K
|
11.1K
$152K
|
|
|
May 10, 2022
Q1 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
9.18K+ 34.06% |
$99K - $164K
|
36.1K
$494K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
600New |
$6.47K - $10.7K
|
600
$8.21K
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
50+ 40.0% |
$540 - $895
|
175
$2.4K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
6KNew |
$59.9K - $113K
|
6K
$82.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
2.49KNew |
$24.9K - $46.8K
|
2.49K
$34.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
769New |
$7.67K - $14.5K
|
769
$10.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
625New |
$6.24K - $11.8K
|
625
$8.56K
|
|