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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-15- 23.08% |
$987 - $1.11K
|
50
$3.55K
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
3.47KNew |
$229K - $257K
|
3.47K
$247K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
150New |
$9.87K - $11.1K
|
150
$10.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6- 5.0% |
$395 - $445
|
114
$8.09K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
146+ 20.03% |
$9.61K - $10.8K
|
875
$62.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-53Closed |
$3.49K - $3.93K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Everence Capital Management Inc
|
BUY
|
- |
4.98K+ 55.15% |
$328K - $369K
|
14K
$994K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-853Closed |
$56.2K - $63.2K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.88KNew |
$190K - $214K
|
2.88K
$205K
|
|
|
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
$323K
|
|
| Q1 2022 | |||||||
|
Nov 18, 2022
Q1 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
22.9KNew |
$1.43M - $1.63M
|
22.9K
$1.63M
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.33KClosed |
$333K - $380K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-6.2KClosed |
$387K - $442K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.98KClosed |
$123K - $141K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-3.36KClosed |
$210K - $240K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-67Closed |
$4.18K - $4.78K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-3.7KClosed |
$231K - $264K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
900New |
$56.1K - $64.2K
|
900
$63.9K
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-2.94KClosed |
$184K - $210K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-2.32KClosed |
$145K - $165K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-235Closed |
$14.7K - $16.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-125KClosed |
$7.8M - $8.92M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-5.8K- 38.68% |
$362K - $414K
|
9.2K
$653K
|
|
|
May 09, 2022
Q1 2022
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-3.31KClosed |
$206K - $236K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-302KClosed |
$18.8M - $21.5M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-14- 50.0% |
$873 - $999
|
14
$994
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-41Closed |
$2.56K - $2.92K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-111- 84.09% |
$6.92K - $7.92K
|
21
$1.49K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
572New |
$35.7K - $40.8K
|
572
$40.6K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500New |
$31.2K - $35.7K
|
500
$35.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
213New |
$13.3K - $15.2K
|
213
$15.1K
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-2.57KClosed |
$160K - $183K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
33New |
$2.06K - $2.35K
|
33
$2.34K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
200New |
$13.3K - $14.4K
|
200
$14.2K
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.23KClosed |
$214K - $232K
|
0
$0
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-26Closed |
$1.73K - $1.87K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-184Closed |
$12.2K - $13.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-125Closed |
$8.31K - $8.98K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-5.28KClosed |
$351K - $379K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-120KClosed |
$7.99M - $8.64M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
150New |
$9.97K - $10.8K
|
150
$10.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-4.31KClosed |
$286K - $310K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-10Closed |
$665 - $718
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-389Closed |
$25.8K - $27.9K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Aviva PLC
|
SELL
|
- |
-2.95K- 8.28% |
$196K - $212K
|
32.7K
$2.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-108Closed |
$7.18K - $7.76K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-500Closed |
$33.2K - $35.9K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-11.5KClosed |
$767K - $829K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-30Closed |
$1.99K - $2.15K
|
0
$0
|
|