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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-363- 7.98% |
$24.8K - $28K
|
4.19K
$309K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2.7K- 22.13% |
$185K - $208K
|
9.5K
$701K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-268- 5.55% |
$18.3K - $20.7K
|
4.56K
$336K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
101+ 0.45% |
$6.9K - $7.8K
|
22.4K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
103+ 93.64% |
$7.04K - $7.95K
|
213
$15.7K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
3.49KNew |
$239K - $269K
|
3.49K
$257K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
417+ 3.21% |
$28.5K - $32.2K
|
13.4K
$989K
|
|
|
May 08, 2025
Q1 2025
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-2.3K- 10.77% |
$157K - $178K
|
19K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
413+ 3.91% |
$28.2K - $31.9K
|
11K
$809K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.91K+ 9.68% |
$609K - $688K
|
101K
$7.45M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-124- 1.94% |
$8.48K - $9.57K
|
6.28K
$463K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-21- 0.58% |
$1.44K - $1.62K
|
3.61K
$266K
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-5.66K- 5.39% |
$387K - $437K
|
99.3K
$7.32M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
392+ 2.34% |
$26.8K - $30.3K
|
17.1K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.8K+ 2.23% |
$123K - $139K
|
82.4K
$6.07M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.9K+ 12.44% |
$335K - $378K
|
44.2K
$3.26M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
2.05K+ 17.77% |
$140K - $158K
|
13.6K
$1M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
7.49KNew |
$512K - $578K
|
7.49K
$553K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
30New |
$2.05K - $2.32K
|
30
$2.21K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1K+ 19.57% |
$68.4K - $77.2K
|
6.11K
$451K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.27K+ 28.65% |
$155K - $175K
|
10.2K
$751K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-25- 0.26% |
$1.71K - $1.93K
|
9.64K
$711K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
533KNew |
$36.4M - $41.1M
|
533K
$39.3M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
9.89KNew |
$676K - $763K
|
9.89K
$729K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.64KNew |
$317K - $358K
|
4.64K
$342K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7New |
$479 - $540
|
7
$516
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
5+ 0.1% |
$342 - $386
|
5.12K
$378K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-355- 4.87% |
$24.3K - $27.4K
|
6.94K
$512K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.78K+ 9.97% |
$190K - $215K
|
30.7K
$2.26M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-8.27K- 55.14% |
$565K - $638K
|
6.73K
$496K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
229+ 3.6% |
$15.7K - $17.7K
|
6.59K
$486K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
295+ 2.43% |
$20.2K - $22.8K
|
12.4K
$916K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
36+ 0.23% |
$2.46K - $2.78K
|
15.8K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-8.96K- 28.18% |
$613K - $692K
|
22.8K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-65- 2.15% |
$4.44K - $5.02K
|
2.96K
$218K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.62KNew |
$316K - $356K
|
4.62K
$340K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-14.2K- 1.35% |
$971K - $1.1M
|
1.04M
$76.8M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.05K+ 260.31% |
$140K - $158K
|
2.83K
$209K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
91.3KNew |
$6.24M - $7.05M
|
91.3K
$6.73M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-70- 1.02% |
$4.79K - $5.4K
|
6.82K
$503K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.41KNew |
$233K - $263K
|
3.41K
$251K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
36+ 66.67% |
$2.46K - $2.78K
|
90
$6.64K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-68- 1.49% |
$4.65K - $5.25K
|
4.48K
$330K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
440+ 415.09% |
$30.1K - $34K
|
546
$40.3K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
350New |
$23.9K - $27K
|
350
$25.8K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
54.4K+ 107.84% |
$3.72M - $4.2M
|
105K
$7.73M
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-4.96K- 2.77% |
$339K - $383K
|
174K
$12.8M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
1+ 0.01% |
$68.4 - $77.2
|
10.8K
$798K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.74KNew |
$187K - $211K
|
2.74K
$202K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
519+ 0.95% |
$35.5K - $40.1K
|
55.1K
$4.06M
|