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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
7.82KNew |
$543K - $607K
|
7.82K
$568K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
17New |
$1.18K - $1.32K
|
17
$1.24K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
36KNew |
$2.5M - $2.8M
|
36K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
284+ 3155.56% |
$19.7K - $22.1K
|
293
$21.3K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.34K- 2.74% |
$93.1K - $104K
|
47.5K
$3.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
41.3K+ 251.52% |
$2.87M - $3.21M
|
57.7K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
3.15KNew |
$219K - $245K
|
3.15K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
60.8K+ 30.2% |
$4.22M - $4.72M
|
262K
$19.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
44New |
$3.06K - $3.42K
|
44
$3.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67New |
$4.65K - $5.2K
|
67
$4.87K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 13.73% |
$486 - $544
|
58
$4.22K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-20- 0.59% |
$1.39K - $1.55K
|
3.39K
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Aew Capital Management L P
|
SELL
|
- |
-1.2K- 75.0% |
$83.3K - $93.2K
|
400
$29.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
20.7KNew |
$1.44M - $1.61M
|
20.7K
$1.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.26K- 22.66% |
$87.3K - $97.6K
|
4.29K
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.23KNew |
$155K - $173K
|
2.23K
$162K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
170+ 3.59% |
$11.8K - $13.2K
|
4.91K
$357K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
17New |
$1.18K - $1.32K
|
17
$1.24K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-86- 40.0% |
$5.97K - $6.68K
|
129
$9.38K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
172New |
$11.9K - $13.4K
|
172
$12.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-5.21K- 21.4% |
$362K - $405K
|
19.2K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
41+ 4.02% |
$2.85K - $3.18K
|
1.06K
$77.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-50- 69.44% |
$3.47K - $3.88K
|
22
$1.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.99KNew |
$208K - $232K
|
2.99K
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
626New |
$43.5K - $48.6K
|
626
$45.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13New |
$903 - $1.01K
|
13
$946
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.86KNew |
$199K - $222K
|
2.86K
$208K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100New |
$6.94K - $7.77K
|
100
$7.27K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.45KNew |
$378K - $423K
|
5.45K
$396K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
5.09KNew |
$354K - $395K
|
5.09K
$370K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
3.02KNew |
$210K - $235K
|
3.02K
$220K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.32K- 69.33% |
$388K - $485K
|
2.8K
$203K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6New |
$369 - $460
|
6
$436
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-15.4K- 43.81% |
$947K - $1.18M
|
19.8K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-120- 1.95% |
$7.38K - $9.21K
|
6.04K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
57.8K+ 65.77% |
$3.55M - $4.43M
|
146K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Masterton Capital Management, LP
New York, NY |
SELL
|
- |
-176K- 77.78% |
$10.8M - $13.5M
|
50.3K
$3.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-177- 5.23% |
$10.9K - $13.6K
|
3.21K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
55+ 5.07% |
$3.38K - $4.22K
|
1.14K
$82.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 2.86% |
$61.5 - $76.7
|
36
$2.62K
|
|
|
Nov 13, 2024
Q3 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
52.2KNew |
$3.21M - $4M
|
52.2K
$3.8M
|
|
|
Nov 13, 2024
Q3 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
2.97KNew |
$183K - $228K
|
2.97K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6+ 60.0% |
$369 - $460
|
16
$1.16K
|
|
|
Nov 13, 2024
Q3 2024
|
Long Pond Capital, LP
New York, NY |
BUY
|
- |
508K+ 20.12% |
$31.2M - $38.9M
|
3.03M
$220M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1.03K- 66.58% |
$63.6K - $79.3K
|
519
$37.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-1.8K- 12.59% |
$111K - $138K
|
12.5K
$909K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3+ 0.05% |
$184 - $230
|
5.77K
$420K
|
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
BUY
|
- |
35.6K+ 3.91% |
$2.19M - $2.73M
|
947K
$68.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
47.8KNew |
$2.94M - $3.67M
|
47.8K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
32.1K+ 29.09% |
$1.97M - $2.46M
|
143K
$10.4M
|
|