Gradient Investments LLC Atmos Energy Corp Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$111.34 - $120.59 $7,348 - $7,958	-66 Reduced 5.22%	1,199 $139,000
Q1 2024 Apr 23, 2024	SELL	$110.89 - $118.87 $118,208 - $126,715	-1,066 Reduced 45.73%	1,265 $150,000
Q4 2023 Jan 18, 2024	SELL	$102.76 - $116.85 $52,407 - $59,593	-510 Reduced 17.95%	2,331 $270,000
Q3 2023 Oct 27, 2023	SELL	$105.91 - $124.41 $37,915 - $44,538	-358 Reduced 11.19%	2,841 $300,000
Q2 2023 Jul 11, 2023	SELL	$111.11 - $119.31 $14.8 Million - $15.9 Million	-133,403 Reduced 97.66%	3,199 $372,000
Q1 2023 Apr 17, 2023	BUY	$106.52 - $119.55 $14.3 Million - $16 Million	134,197 Added 5579.92%	136,602 $15.3 Million
Q4 2022 Jan 10, 2023	SELL	$98.11 - $120.16 $6,377 - $7,810	-65 Reduced 2.63%	2,405 $0
Q2 2022 Jul 11, 2022	BUY	$103.51 - $122.69 $113,861 - $134,959	1,100 Added 80.29%	2,470 $277,000
Q1 2022 May 26, 2022	SELL	$102.32 - $120.37 $13.4 Million - $15.8 Million	-131,238 Reduced 98.97%	1,370 $164,000
Q4 2021 Jan 12, 2022	BUY	$88.78 - $104.83 $567,925 - $670,597	6,397 Added 5.07%	132,608 $13.9 Million
Q3 2021 Oct 18, 2021	BUY	$86.69 - $101.47 $617,666 - $722,973	7,125 Added 5.98%	126,211 $11.1 Million
Q2 2021 Jul 12, 2021	BUY	$96.11 - $104.59 $248,156 - $270,051	2,582 Added 2.22%	119,086 $11.4 Million
Q1 2021 Apr 21, 2021	BUY	$84.61 - $98.89 $1.31 Million - $1.53 Million	15,513 Added 15.36%	116,504 $11.5 Million
Q4 2020 Jan 08, 2021	SELL	$91.67 - $102.45 $134,113 - $149,884	-1,463 Reduced 1.43%	100,991 $9.65 Million
Q3 2020 Oct 06, 2020	BUY	$92.0 - $106.04 $9.21 Million - $10.6 Million	100,152 Added 4350.65%	102,454 $9.79 Million
Q2 2020 Jul 10, 2020	SELL	$94.16 - $110.7 $25,140 - $29,556	-267 Reduced 10.39%	2,302 $229,000
Q4 2019 Jan 15, 2020	BUY	$105.47 - $113.42 $31,324 - $33,685	297 Added 13.07%	2,569 $287,000
Q3 2019 Oct 10, 2019	BUY	$105.27 - $114.65 $4,210 - $4,586	40 Added 1.79%	2,272 $259,000
Q4 2018 Jan 18, 2019	BUY	$89.33 - $99.5 $199,384 - $222,084	2,232 New	2,232 $207,000
Q2 2018 Aug 09, 2018	SELL	$82.68 - $90.53 $13,559 - $14,846	-164 Closed	0 $0
Q1 2018 Apr 11, 2018	BUY	$78.03 - $85.04 $12,796 - $13,946	164 New	164 $14,000

Others Institutions Holding ATO

# of Institutions

804

Shares Held

150M

Call Options Held

187K

Put Options Held

17.9K

Vanguard Group Inc Valley Forge, PA

20.1M
Shares

$2.8 Billion
0.05% of portfolio
Wellington Management Group LLP Boston, MA

13.7M
Shares

$1.92 Billion
0.34% of portfolio
Black Rock Inc. New York, NY

13.2M
Shares

$1.84 Billion
0.04% of portfolio
State Street Corp Boston, MA

10.8M
Shares

$1.51 Billion
0.06% of portfolio
Price T Rowe Associates Inc Baltimore, MD

8.74M
Shares

$1.22 Billion
0.14% of portfolio

View Full List

About ATMOS ENERGY CORP

Ticker ATO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 139,892,000
Market Cap $19.5B
Description
Atmos Energy Corporation, together with its subsidiaries, engages in the regulated natural gas distribution, and pipeline and storage businesses in the United States. It operates through two segments, Distribution, and Pipeline and Storage. The Distribution segment is involved in the regulated natural gas distribution and related sales operation...

More about ATO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.

Account