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 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
7.45KNew |
$147K - $598K
|
7.45K
$550K
|
|
|
Nov 14, 2022
Q3 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
232KNew |
$4.56M - $18.6M
|
232K
$17.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
385+ 80.88% |
$7.58K - $30.9K
|
861
$63.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
50KNew |
$984K - $4.02M
|
50K
$3.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
16.6KNew |
$327K - $1.33M
|
16.6K
$1.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4New |
$78.7 - $321
|
4
$296
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.22KNew |
$24.1K - $98.3K
|
1.22K
$90.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-13- 11.5% |
$256 - $1.04K
|
100
$7.39K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
80+ 66.67% |
$1.57K - $6.43K
|
200
$14.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
80New |
$1.57K - $6.43K
|
80
$5.91K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
898New |
$17.7K - $72.2K
|
898
$66.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Mizuho Securities Usa LLC
|
BUY
|
- |
4.2KNew |
$82.7K - $338K
|
4.2K
$310K
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
452New |
$8.9K - $36.3K
|
452
$33.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.35KNew |
$105K - $430K
|
5.35K
$395K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1New |
$19.7 - $80.4
|
1
$73.9
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-114- 2.03% |
$2.24K - $9.16K
|
5.5K
$407K
|
|
|
Oct 13, 2022
Q3 2022
|
New Century Advisors, LLC
|
SELL
|
- |
-12- 2.08% |
$236 - $964
|
564
$41.7K
|
|
| Q2 2022 | |||||||
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-3.72M- 98.42% |
$245M - $276M
|
59.6K
$4.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
16.7KNew |
$1.1M - $1.24M
|
16.7K
$1.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-4.22KClosed |
$278K - $313K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
15New |
$987 - $1.11K
|
15
$1.11K
|
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
52+ 1.47% |
$3.42K - $3.85K
|
3.59K
$265K
|
|
|
Aug 15, 2022
Q2 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-199KClosed |
$13.1M - $14.7M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-4.56K- 6.61% |
$300K - $338K
|
64.4K
$4.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-12.6KClosed |
$826K - $931K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-504Closed |
$33.2K - $37.4K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
21.1K+ 14.15% |
$1.39M - $1.56M
|
170K
$12.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
6.13KNew |
$403K - $454K
|
6.13K
$453K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.95K+ 59.63% |
$129K - $145K
|
5.23K
$386K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-35Closed |
$2.3K - $2.59K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-620- 17.5% |
$40.8K - $46K
|
2.92K
$216K
|
|
|
Aug 10, 2022
Q2 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-8.4KClosed |
$553K - $623K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
131+ 0.57% |
$8.62K - $9.71K
|
23K
$1.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.11KClosed |
$204K - $230K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
238New |
$15.7K - $17.6K
|
238
$17.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-15- 23.08% |
$987 - $1.11K
|
50
$3.69K
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
3.47KNew |
$229K - $257K
|
3.47K
$257K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
150New |
$9.87K - $11.1K
|
150
$11.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6- 5.0% |
$395 - $445
|
114
$8.42K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
146+ 20.03% |
$9.61K - $10.8K
|
875
$64.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Everence Capital Management Inc
|
BUY
|
- |
4.98K+ 55.15% |
$328K - $369K
|
14K
$1.04M
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-53Closed |
$3.49K - $3.93K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-853Closed |
$56.2K - $63.2K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-6.43KClosed |
$423K - $477K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.88KNew |
$190K - $214K
|
2.88K
$213K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-28Closed |
$1.84K - $2.08K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
938+ 26.0% |
$61.7K - $69.5K
|
4.55K
$336K
|
|
| Q1 2022 | |||||||
|
Nov 18, 2022
Q1 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
22.9KNew |
$1.43M - $1.63M
|
22.9K
$1.69M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-550Closed |
$34.3K - $39.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-6.2KClosed |
$387K - $442K
|
0
$0
|
|