Purchases and Sales Made in Q4 2024 in Hagerty, Inc. (HGTY)
This table provides information about the institutional ownership of Hagerty, Inc. (HGTY) during Q4 2024. The information is specifically focused on institutions that hold shares of Hagerty, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Pembroke Management, LTD
|
BUY
|
- |
953KNew |
$9.12M - $11.4M
|
953K
$9.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
483K+ 11.39% |
$4.63M - $5.78M
|
4.73M
$47.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
108K+ 3.6% |
$1.03M - $1.29M
|
3.11M
$31.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
103KNew |
$989K - $1.23M
|
103K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
91.1KNew |
$872K - $1.09M
|
91.1K
$916K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
58.4K+ 217.34% |
$559K - $698K
|
85.3K
$858K
|
|
|
Feb 13, 2025
Q4 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
56.7KNew |
$542K - $677K
|
56.7K
$570K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
48.7K+ 100.47% |
$466K - $582K
|
97.3K
$978K
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
43K+ 225.35% |
$411K - $513K
|
62K
$624K
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
40K+ 41.13% |
$382K - $477K
|
137K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
34.5K+ 21.64% |
$330K - $412K
|
194K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
31.1K+ 6.7% |
$297K - $371K
|
494K
$4.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.9K+ 2185.41% |
$267K - $333K
|
29.1K
$293K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19.9K+ 188.59% |
$190K - $238K
|
30.4K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.3KNew |
$118K - $147K
|
12.3K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
10.8KNew |
$104K - $129K
|
10.8K
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
10.7K+ 8.44% |
$103K - $128K
|
138K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
10.3K+ 176.09% |
$98.5K - $123K
|
16.1K
$162K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10KNew |
$95.7K - $120K
|
10K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
8.7K+ 47.89% |
$83.2K - $104K
|
26.9K
$270K
|
|
|
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 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
8.23K+ 48.61% |
$78.7K - $98.3K
|
25.1K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.47K+ 8.2% |
$52.4K - $65.4K
|
72.2K
$726K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
5.23KNew |
$50.1K - $62.5K
|
5.23K
$52.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.72KNew |
$45.1K - $56.3K
|
4.72K
$47.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4.58K+ 7.67% |
$43.8K - $54.7K
|
64.2K
$646K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3.2KNew |
$30.6K - $38.2K
|
3.2K
$32.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
3K+ 6.0% |
$28.7K - $35.9K
|
53K
$533K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.73K+ 35.87% |
$26.1K - $32.6K
|
10.3K
$104K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.3KNew |
$12.4K - $15.5K
|
1.3K
$13.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
1.02K+ 3.72% |
$9.76K - $12.2K
|
28.5K
$286K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
800New |
$7.66K - $9.56K
|
800
$8.05K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
751+ 3.35% |
$7.19K - $8.97K
|
23.2K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
600+ 1.89% |
$5.74K - $7.17K
|
32.4K
$325K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
400New |
$3.83K - $4.78K
|
400
$4.02K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
397+ 2.18% |
$3.8K - $4.74K
|
18.6K
$188K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
122New |
$1.17K - $1.46K
|
122
$1.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
77+ 8.21% |
$737 - $920
|
1.02K
$10.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50New |
$479 - $598
|
50
$503
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
14+ 1.04% |
$134 - $167
|
1.37K
$13.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
4New |
$38.3 - $47.8
|
4
$40.2
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$9.57 - $12
|
1
$10.1
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-38- 1.0% |
$364 - $454
|
3.75K
$37.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-200- 0.17% |
$1.91K - $2.39K
|
115K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-390- 1.26% |
$3.73K - $4.66K
|
30.6K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-675- 2.13% |
$6.46K - $8.07K
|
31K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-875- 1.52% |
$8.37K - $10.5K
|
56.7K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.52K- 5.68% |
$14.6K - $18.2K
|
25.2K
$254K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1.55K- 40.94% |
$14.9K - $18.6K
|
2.24K
$22.5K
|