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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-5.96K- 44.51% |
$366K - $457K
|
7.42K
$540K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
33New |
$2.03K - $2.53K
|
33
$2.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
733+ 20.82% |
$45.1K - $56.2K
|
4.25K
$309K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
135New |
$8.3K - $10.4K
|
135
$9.82K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
97New |
$5.96K - $7.44K
|
97
$7.06K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
241New |
$14.8K - $18.5K
|
241
$17.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
1KNew |
$61.5K - $76.7K
|
1K
$72.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
123New |
$7.56K - $9.44K
|
123
$8.95K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 14.29% |
$6.15K - $7.67K
|
600
$43.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
350+ 4.52% |
$21.5K - $26.8K
|
8.1K
$589K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
276K+ 5608.99% |
$17M - $21.2M
|
281K
$20.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.38K+ 3.35% |
$146K - $182K
|
73.3K
$5.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.51K- 0.69% |
$154K - $192K
|
359K
$26.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.18K- 3.33% |
$195K - $244K
|
92.3K
$6.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
3.08KNew |
$189K - $236K
|
3.08K
$224K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3+ 0.44% |
$184 - $230
|
678
$49.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-670- 16.39% |
$41.2K - $51.4K
|
3.42K
$249K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-4.6K- 30.99% |
$283K - $353K
|
10.2K
$745K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.51KNew |
$92.7K - $116K
|
1.51K
$110K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-35- 0.52% |
$2.15K - $2.68K
|
6.65K
$484K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
563+ 10.62% |
$34.6K - $43.2K
|
5.86K
$426K
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-400- 66.67% |
$22K - $24.8K
|
200
$14.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-13- 13.13% |
$714 - $805
|
86
$6.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
43New |
$2.36K - $2.66K
|
43
$3.13K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.41KNew |
$187K - $211K
|
3.41K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
681+ 5.39% |
$37.4K - $42.2K
|
13.3K
$968K
|
|
|
Aug 14, 2024
Q2 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-66.2K- 74.12% |
$3.63M - $4.1M
|
23.1K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
10.1KNew |
$556K - $628K
|
10.1K
$737K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.83K- 6.79% |
$155K - $175K
|
38.8K
$2.82M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.39KNew |
$296K - $334K
|
5.39K
$392K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-192K- 1.42% |
$10.5M - $11.9M
|
13.3M
$969M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
159+ 144.55% |
$8.73K - $9.85K
|
269
$19.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-508- 70.75% |
$27.9K - $31.5K
|
210
$15.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100+ 7.14% |
$5.49K - $6.2K
|
1.5K
$109K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-17- 43.59% |
$933 - $1.05K
|
22
$1.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
393New |
$21.6K - $24.3K
|
393
$28.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.41KNew |
$187K - $211K
|
3.41K
$248K
|
|
|
Aug 02, 2024
Q2 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
2.56K+ 0.9% |
$140K - $158K
|
286K
$20.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
300+ 142.86% |
$16.5K - $18.6K
|
510
$37.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
2.36KNew |
$130K - $146K
|
2.36K
$172K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.38K+ 55.94% |
$75.5K - $85.2K
|
3.83K
$279K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1New |
$54.9 - $62
|
1
$72.7
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-868- 16.08% |
$47.7K - $53.8K
|
4.53K
$329K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
29New |
$1.59K - $1.8K
|
29
$2.11K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
150New |
$8.24K - $9.29K
|
150
$10.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
16New |
$878 - $991
|
16
$1.16K
|
|
| Q1 2024 | |||||||
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
787+ 2.23% |
$43.2K - $50.1K
|
36.1K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
27.3K+ 28.7% |
$1.5M - $1.74M
|
123K
$8.92M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
16.7KNew |
$918K - $1.06M
|
16.7K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
4.68KNew |
$257K - $298K
|
4.68K
$340K
|
|