Purchases and Sales Made in Q1 2023 in Agree Realty Corp (ADC)
This table provides information about the institutional ownership of Agree Realty Corp (ADC) during Q1 2023. The information is specifically focused on institutions that hold shares of AGREE REALTY CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
294+ 1.89% |
$19.1K - $22.1K
|
15.8K
$1.17M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
294+ 1.89% |
$19.1K - $22.1K
|
15.8K
$1.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
289+ 133.18% |
$18.8K - $21.7K
|
506
$37.4K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
269+ 2.28% |
$17.5K - $20.2K
|
12.1K
$894K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
235+ 0.4% |
$15.3K - $17.7K
|
58.3K
$4.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
196+ 12.74% |
$12.7K - $14.7K
|
1.74K
$128K
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
190+ 0.21% |
$12.3K - $14.3K
|
89.1K
$6.59M
|
|
|
May 11, 2023
Q1 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
182+ 0.64% |
$11.8K - $13.7K
|
28.8K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
150+ 0.66% |
$9.74K - $11.3K
|
23K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
147+ 1.67% |
$9.55K - $11K
|
8.94K
$662K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
131+ 1.39% |
$8.51K - $9.84K
|
9.57K
$708K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
124+ 7.63% |
$8.05K - $9.31K
|
1.75K
$130K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
119+ 65.38% |
$7.73K - $8.94K
|
301
$22.3K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
117+ 1300.0% |
$7.6K - $8.79K
|
126
$9.32K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
107New |
$6.95K - $8.04K
|
107
$7.92K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
106+ 2.23% |
$6.88K - $7.96K
|
4.87K
$360K
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
104+ 1.34% |
$6.75K - $7.81K
|
7.87K
$583K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$6.49K - $7.51K
|
100
$7.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
91+ 252.78% |
$5.91K - $6.84K
|
127
$9.4K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
78+ 1300.0% |
$5.07K - $5.86K
|
84
$6.22K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
68+ 28.69% |
$4.42K - $5.11K
|
305
$22.6K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
64New |
$4.16K - $4.81K
|
64
$4.74K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
63+ 1.09% |
$4.09K - $4.73K
|
5.83K
$432K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
61+ 0.43% |
$3.96K - $4.58K
|
14.3K
$1.06M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
58New |
$3.77K - $4.36K
|
58
$4.29K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
58+ 1.74% |
$3.77K - $4.36K
|
3.38K
$250K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
58+ 1.74% |
$3.77K - $4.36K
|
3.38K
$250K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
53+ 353.33% |
$3.44K - $3.98K
|
68
$5.03K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
49New |
$3.18K - $3.68K
|
49
$3.63K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
39+ 111.43% |
$2.53K - $2.93K
|
74
$5.48K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
28New |
$1.82K - $2.1K
|
28
$2.07K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26+ 0.38% |
$1.69K - $1.95K
|
6.84K
$506K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
21+ 0.95% |
$1.36K - $1.58K
|
2.22K
$164K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
21+ 9.55% |
$1.36K - $1.58K
|
241
$17.8K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20New |
$1.3K - $1.5K
|
20
$1.48K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
15New |
$974 - $1.13K
|
15
$1.11K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
14+ 2.92% |
$909 - $1.05K
|
494
$36.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
12+ 0.25% |
$779 - $901
|
4.81K
$356K
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
8+ 0.01% |
$520 - $601
|
55.9K
$4.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.64% |
$64.9 - $75.1
|
157
$11.6K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1+ 0.03% |
$64.9 - $75.1
|
3.09K
$229K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 1.79% |
$130 - $150
|
110
$8.14K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7- 53.85% |
$455 - $526
|
6
$444
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7- 0.93% |
$455 - $526
|
748
$55.4K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11- 45.83% |
$714 - $826
|
13
$962
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11- 61.11% |
$714 - $826
|
7
$518
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-12- 0.4% |
$779 - $901
|
3.02K
$224K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-12- 0.27% |
$779 - $901
|
4.47K
$331K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14- 22.22% |
$909 - $1.05K
|
49
$3.63K
|