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 |
---|---|---|---|---|---|---|---|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
56.7KNew |
$3.68M - $4.26M
|
56.7K
$4.19M
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
12+ 0.25% |
$779 - $901
|
4.81K
$355K
|
|
Q4 2022 | |||||||
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-25Closed |
$1.59K - $1.8K
|
0
$0
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-62- 5.14% |
$3.94K - $4.48K
|
1.14K
$84.5K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1KNew |
$63.5K - $72.2K
|
1K
$73.9K
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
17.2K+ 8.0% |
$1.09M - $1.24M
|
232K
$17.1M
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17New |
$1.08K - $1.23K
|
17
$1.26K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
29.7KNew |
$1.89M - $2.15M
|
29.7K
$2.2M
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
60New |
$3.81K - $4.33K
|
60
$4.43K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
75New |
$4.76K - $5.41K
|
75
$5.54K
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
9.7K+ 61.78% |
$616K - $700K
|
25.4K
$1.88M
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
14.8K+ 10.12% |
$940K - $1.07M
|
161K
$11.9M
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.86KNew |
$182K - $206K
|
2.86K
$211K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.9K+ 122.92% |
$311K - $354K
|
8.89K
$657K
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.21K- 21.09% |
$76.6K - $87K
|
4.51K
$333K
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
16KNew |
$1.02M - $1.16M
|
16K
$1.18M
|
|
Feb 13, 2023
Q4 2022
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-8.77K- 78.25% |
$557K - $633K
|
2.44K
$180K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
586New |
$37.2K - $42.3K
|
586
$43.3K
|
|
Feb 09, 2023
Q4 2022
|
Cincinnati Financial Corp
|
BUY
|
- |
71.5K+ 21.28% |
$4.54M - $5.16M
|
408K
$30.1M
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
238New |
$15.1K - $17.2K
|
238
$17.6K
|
|
Feb 09, 2023
Q4 2022
|
Cincinnati Specialty Underwriters Insurance CO
|
BUY
|
- |
16.5KNew |
$1.05M - $1.19M
|
16.5K
$1.22M
|
|
Feb 09, 2023
Q4 2022
|
Csu Producer Resources, Inc.
|
BUY
|
- |
8KNew |
$508K - $577K
|
8K
$591K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
956+ 2.98% |
$60.7K - $69K
|
33.1K
$2.44M
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
141+ 56.18% |
$8.95K - $10.2K
|
392
$29K
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-26K- 72.87% |
$1.65M - $1.88M
|
9.68K
$715K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.41K+ 10.64% |
$89.7K - $102K
|
14.7K
$1.09M
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.01% |
$63.5 - $72.2
|
12K
$886K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-8.22K- 12.94% |
$522K - $593K
|
55.3K
$4.08M
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
199+ 5.56% |
$12.6K - $14.4K
|
3.78K
$279K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
36New |
$2.29K - $2.6K
|
36
$2.66K
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-470- 2.79% |
$29.8K - $33.9K
|
16.4K
$1.21M
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.83KNew |
$180K - $204K
|
2.83K
$209K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
309New |
$19.6K - $22.3K
|
309
$22.8K
|
|
Q3 2022 | |||||||
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-151- 96.79% |
$2.97K - $12.1K
|
5
$369
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
124+ 44.93% |
$2.44K - $9.96K
|
400
$29.6K
|
|
Nov 15, 2022
Q3 2022
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
15KNew |
$295K - $1.21M
|
15K
$1.11M
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
515New |
$10.1K - $41.4K
|
515
$38K
|
|
Nov 15, 2022
Q3 2022
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-1.53K- 2.21% |
$30.1K - $123K
|
67.6K
$4.99M
|
|
Nov 14, 2022
Q3 2022
|
Waterfront Capital Partners, LLC
New York, NY |
BUY
|
- |
510KNew |
$10M - $41M
|
510K
$37.7M
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
52KNew |
$1.02M - $4.18M
|
52K
$3.84M
|
|
Nov 14, 2022
Q3 2022
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
200KNew |
$3.94M - $16.1M
|
200K
$14.8M
|
|
Nov 14, 2022
Q3 2022
|
Symmetry Investments LP
|
BUY
|
- |
37.5KNew |
$738K - $3.01M
|
37.5K
$2.77M
|
|
Nov 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
650KNew |
$12.8M - $52.2M
|
650K
$48M
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-500- 6.69% |
$9.84K - $40.2K
|
6.98K
$516K
|
|
Nov 14, 2022
Q3 2022
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
67.1KNew |
$1.32M - $5.39M
|
67.1K
$4.96M
|
|
Nov 14, 2022
Q3 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-100- 1.22% |
$1.97K - $8.03K
|
8.1K
$598K
|
|
Nov 14, 2022
Q3 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
7.5KNew |
$148K - $603K
|
7.5K
$554K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
36+ 64.29% |
$708 - $2.89K
|
92
$6.8K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
11New |
$216 - $884
|
11
$813
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
9New |
$177 - $723
|
9
$665
|