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 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-230- 0.47% |
$15.7K - $17.8K
|
48.7K
$3.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
60+ 32.97% |
$4.1K - $4.63K
|
242
$17.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
98+ 1.83% |
$6.7K - $7.56K
|
5.46K
$388K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
237+ 0.96% |
$16.2K - $18.3K
|
24.9K
$1.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-12- 0.43% |
$820 - $926
|
2.8K
$198K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
90.4K+ 12.95% |
$6.18M - $6.98M
|
789K
$56M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-154- 0.79% |
$10.5K - $11.9K
|
19.3K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-643- 8.76% |
$44K - $49.6K
|
6.7K
$475K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-77- 10.32% |
$5.26K - $5.94K
|
669
$47.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
16+ 0.34% |
$1.09K - $1.24K
|
4.68K
$332K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
116New |
$7.93K - $8.95K
|
116
$8.23K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
743+ 23.96% |
$50.8K - $57.4K
|
3.84K
$273K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
139+ 3.03% |
$9.5K - $10.7K
|
4.73K
$336K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
13.2K+ 6.57% |
$905K - $1.02M
|
215K
$15.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.52K- 23.6% |
$309K - $349K
|
14.6K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.94K+ 10.15% |
$133K - $150K
|
21.1K
$1.5M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1K- 1.59% |
$68.6K - $77.5K
|
62.3K
$4.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.34K- 40.38% |
$297K - $335K
|
6.41K
$455K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
11.6KNew |
$794K - $897K
|
11.6K
$825K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.69K- 75.05% |
$252K - $285K
|
1.23K
$87K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
4.67K+ 3.71% |
$319K - $360K
|
130K
$9.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-3.39K- 13.1% |
$232K - $262K
|
22.5K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.09KNew |
$211K - $238K
|
3.09K
$219K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14New |
$957 - $1.08K
|
14
$994
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.55K+ 61.24% |
$311K - $351K
|
12K
$850K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-4.03K- 33.56% |
$276K - $311K
|
7.98K
$566K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.51% |
$273 - $309
|
789
$56K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
45.7K+ 18.19% |
$3.12M - $3.53M
|
297K
$21.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
33+ 82.5% |
$2.26K - $2.55K
|
73
$5.18K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 50.0% |
$1.71K - $1.93K
|
75
$5.32K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
233+ 3.5% |
$15.9K - $18K
|
6.88K
$489K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-15.6K- 54.69% |
$1.06M - $1.2M
|
12.9K
$916K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
126+ 0.13% |
$8.61K - $9.73K
|
93.6K
$6.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
6.2K+ 29.06% |
$424K - $479K
|
27.5K
$1.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
270+ 137.76% |
$18.5K - $20.8K
|
466
$33.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-151- 3.23% |
$10.3K - $11.7K
|
4.52K
$321K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
606+ 53.2% |
$41.4K - $46.8K
|
1.75K
$124K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-5- 0.07% |
$342 - $386
|
6.89K
$489K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
5+ 22.73% |
$342 - $386
|
27
$1.92K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 93.78% |
$77.3K - $87.3K
|
75
$5.32K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
456+ 1.15% |
$31.2K - $35.2K
|
40K
$2.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-206K- 98.7% |
$14.1M - $15.9M
|
2.71K
$192K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
4.25K+ 17.96% |
$290K - $328K
|
27.9K
$1.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
3New |
$205 - $232
|
3
$213
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
26.8K+ 60.74% |
$1.83M - $2.07M
|
71K
$5.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
13New |
$889 - $1K
|
13
$923
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-444- 12.18% |
$30.4K - $34.3K
|
3.2K
$227K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
17.5KNew |
$1.2M - $1.35M
|
17.5K
$1.24M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.83K- 0.23% |
$405K - $452K
|
2.52M
$179M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.62K+ 24.55% |
$112K - $126K
|
8.2K
$582K
|
|