Latest Institutional Transactions on Agree Realty Corp (ADC)
This table provides information on the latest institutional transactions involving Agree Realty Corp (ADC) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-86- 40.0% |
$5.97K - $6.68K
|
129
$9.16K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
172New |
$11.9K - $13.4K
|
172
$12.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-5.21K- 21.4% |
$362K - $405K
|
19.2K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
41+ 4.02% |
$2.85K - $3.18K
|
1.06K
$75.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-50- 69.44% |
$3.47K - $3.88K
|
22
$1.56K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.84KNew |
$406K - $453K
|
5.84K
$415K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13New |
$903 - $1.01K
|
13
$923
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
626New |
$43.5K - $48.6K
|
626
$44.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.99KNew |
$208K - $232K
|
2.99K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.86KNew |
$199K - $222K
|
2.86K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100New |
$6.94K - $7.77K
|
100
$7.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.45KNew |
$378K - $423K
|
5.45K
$387K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-175- 3.2% |
$12.2K - $13.6K
|
5.3K
$376K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
5.09KNew |
$354K - $395K
|
5.09K
$362K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 2.17% |
$69.4 - $77.7
|
47
$3.34K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
3.02KNew |
$210K - $235K
|
3.02K
$214K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.32K- 69.33% |
$388K - $485K
|
2.8K
$198K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6New |
$369 - $460
|
6
$426
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.48KNew |
$91K - $114K
|
1.48K
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-15.4K- 43.81% |
$947K - $1.18M
|
19.8K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-120- 1.95% |
$7.38K - $9.21K
|
6.04K
$429K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
185KNew |
$11.4M - $14.2M
|
185K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
57.8K+ 65.77% |
$3.55M - $4.43M
|
146K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
3.75KNew |
$230K - $288K
|
3.75K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Masterton Capital Management, LP
New York, NY |
SELL
|
- |
-176K- 77.78% |
$10.8M - $13.5M
|
50.3K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
7.81KNew |
$480K - $599K
|
7.81K
$554K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
55+ 5.07% |
$3.38K - $4.22K
|
1.14K
$80.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-177- 5.23% |
$10.9K - $13.6K
|
3.21K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 2.86% |
$61.5 - $76.7
|
36
$2.56K
|
|
|
Nov 13, 2024
Q3 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
52.2KNew |
$3.21M - $4M
|
52.2K
$3.7M
|
|
|
Nov 13, 2024
Q3 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
2.97KNew |
$183K - $228K
|
2.97K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6+ 60.0% |
$369 - $460
|
16
$1.14K
|
|
|
Nov 13, 2024
Q3 2024
|
Long Pond Capital, LP
New York, NY |
BUY
|
- |
508K+ 20.12% |
$31.2M - $38.9M
|
3.03M
$215M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1.03K- 66.58% |
$63.6K - $79.3K
|
519
$36.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-1.8K- 12.59% |
$111K - $138K
|
12.5K
$887K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3+ 0.05% |
$184 - $230
|
5.77K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
BUY
|
- |
35.6K+ 3.91% |
$2.19M - $2.73M
|
947K
$67.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
47.8KNew |
$2.94M - $3.67M
|
47.8K
$3.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
32.1K+ 29.09% |
$1.97M - $2.46M
|
143K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-5.96K- 44.51% |
$366K - $457K
|
7.42K
$527K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
33New |
$2.03K - $2.53K
|
33
$2.34K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.3KNew |
$203K - $253K
|
3.3K
$234K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
135New |
$8.3K - $10.4K
|
135
$9.58K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
733+ 20.82% |
$45.1K - $56.2K
|
4.25K
$302K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
9.07KNew |
$557K - $696K
|
9.07K
$644K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
97New |
$5.96K - $7.44K
|
97
$6.89K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
241New |
$14.8K - $18.5K
|
241
$17.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
1KNew |
$61.5K - $76.7K
|
1K
$71K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
123New |
$7.56K - $9.44K
|
123
$8.73K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 14.29% |
$6.15K - $7.67K
|
600
$42.6K
|
|