Latest Institutional Purchases of Agree Realty Corp (ADC)
This list provides information on the latest institutional transactions involving Agree Realty Corp (ADC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
377+ 2.25% |
$24.2K - $25.7K
|
17.1K
$1.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
144+ 2.82% |
$9.24K - $9.82K
|
5.26K
$400K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
83New |
$5.33K - $5.66K
|
83
$6.31K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
54New |
$3.47K - $3.68K
|
54
$4.1K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
8New |
$514 - $545
|
8
$608
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$321 - $341
|
5.3K
$403K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
13.9KNew |
$903K - $1.04M
|
13.9K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
13KNew |
$844K - $976K
|
13K
$988K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
10K+ 41.91% |
$650K - $752K
|
33.9K
$2.58M
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
8.81KNew |
$572K - $662K
|
8.81K
$670K
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
8.78KNew |
$570K - $659K
|
8.78K
$667K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.6KNew |
$364K - $421K
|
5.6K
$426K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.2KNew |
$208K - $240K
|
3.2K
$243K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.7KNew |
$110K - $128K
|
1.7K
$129K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
999+ 99900.0% |
$64.9K - $75K
|
1K
$76K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
982+ 20.03% |
$63.8K - $73.8K
|
5.89K
$447K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
119+ 65.38% |
$7.73K - $8.94K
|
301
$22.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
107New |
$6.95K - $8.04K
|
107
$8.13K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
106+ 2.23% |
$6.88K - $7.96K
|
4.87K
$370K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$6.49K - $7.51K
|
100
$7.6K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
64New |
$4.16K - $4.81K
|
64
$4.86K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
15New |
$974 - $1.13K
|
15
$1.14K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
12+ 0.25% |
$779 - $901
|
4.81K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1+ 0.03% |
$64.9 - $75.1
|
3.09K
$235K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.64% |
$64.9 - $75.1
|
157
$11.9K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Cincinnati Financial Corp
|
BUY
|
- |
71.5K+ 21.28% |
$4.54M - $5.16M
|
408K
$31M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
29.7KNew |
$1.89M - $2.15M
|
29.7K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
17.2K+ 8.0% |
$1.09M - $1.24M
|
232K
$17.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Cincinnati Specialty Underwriters Insurance CO
|
BUY
|
- |
16.5KNew |
$1.05M - $1.19M
|
16.5K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
16KNew |
$1.02M - $1.16M
|
16K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
14.8K+ 10.12% |
$940K - $1.07M
|
161K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
9.7K+ 61.78% |
$616K - $700K
|
25.4K
$1.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Csu Producer Resources, Inc.
|
BUY
|
- |
8KNew |
$508K - $577K
|
8K
$608K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.9K+ 122.92% |
$311K - $354K
|
8.89K
$676K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.86KNew |
$182K - $206K
|
2.86K
$217K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.83KNew |
$180K - $204K
|
2.83K
$215K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.41K+ 10.64% |
$89.7K - $102K
|
14.7K
$1.12M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1KNew |
$63.5K - $72.2K
|
1K
$76K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
956+ 2.98% |
$60.7K - $69K
|
33.1K
$2.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
586New |
$37.2K - $42.3K
|
586
$44.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
309New |
$19.6K - $22.3K
|
309
$23.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
238New |
$15.1K - $17.2K
|
238
$18.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
199+ 5.56% |
$12.6K - $14.4K
|
3.78K
$287K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
141+ 56.18% |
$8.95K - $10.2K
|
392
$29.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
75New |
$4.76K - $5.41K
|
75
$5.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
60New |
$3.81K - $4.33K
|
60
$4.56K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
36New |
$2.29K - $2.6K
|
36
$2.74K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17New |
$1.08K - $1.23K
|
17
$1.29K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.01% |
$63.5 - $72.2
|
12K
$911K
|
|