Purchases and Sales Made in Q1 2024 in Agree Realty Corp (ADC)
This table provides information about the institutional ownership of Agree Realty Corp (ADC) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
62+ 8.38% |
$3.41K - $3.95K
|
802
$59.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
50+ 227.27% |
$2.75K - $3.19K
|
72
$5.37K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
49+ 61.25% |
$2.69K - $3.12K
|
129
$9.61K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
45+ 12.3% |
$2.47K - $2.87K
|
411
$30.6K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
44+ 0.54% |
$2.42K - $2.8K
|
8.14K
$607K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
43New |
$2.36K - $2.74K
|
43
$3.2K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
42+ 840.0% |
$2.31K - $2.68K
|
47
$3.5K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
41+ 0.46% |
$2.25K - $2.61K
|
8.96K
$668K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
35New |
$1.92K - $2.23K
|
35
$2.61K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
35New |
$1.92K - $2.23K
|
35
$2.61K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21+ 190.91% |
$1.15K - $1.34K
|
32
$2.38K
|
|
|
May 13, 2024
Q1 2024
|
Ninepoint Partners LP
|
BUY
|
- |
21+ 1.09% |
$1.15K - $1.34K
|
1.95K
$145K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
21+ 0.68% |
$1.15K - $1.34K
|
3.1K
$231K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18New |
$989 - $1.15K
|
18
$1.34K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
15+ 0.07% |
$824 - $956
|
22.4K
$1.67M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 10.53% |
$440 - $510
|
84
$6.26K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 15.69% |
$440 - $510
|
59
$4.4K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7New |
$385 - $446
|
7
$522
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 42.86% |
$330 - $382
|
20
$1.49K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5+ 0.67% |
$275 - $319
|
746
$55.6K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 0.93% |
$220 - $255
|
433
$32.3K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3+ 5.77% |
$165 - $191
|
55
$4.1K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3+ 0.06% |
$165 - $191
|
5.05K
$376K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.94% |
$165 - $191
|
323
$24.1K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10- 5.32% |
$550 - $637
|
178
$13.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-10- 2.26% |
$550 - $637
|
433
$32.3K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-22- 20.0% |
$1.21K - $1.4K
|
88
$6.56K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-42- 70.0% |
$2.31K - $2.68K
|
18
$1.34K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-48- 1.35% |
$2.64K - $3.06K
|
3.52K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-55- 1.14% |
$3.02K - $3.5K
|
4.76K
$355K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-55- 0.83% |
$3.02K - $3.5K
|
6.57K
$489K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-62- 4.85% |
$3.41K - $3.95K
|
1.22K
$90.6K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-69- 6.1% |
$3.79K - $4.4K
|
1.06K
$79.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-73- 12.35% |
$4.01K - $4.65K
|
518
$38.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-82- 86.32% |
$4.51K - $5.22K
|
13
$969
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-89- 1.36% |
$4.89K - $5.67K
|
6.46K
$481K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-103- 1.4% |
$5.66K - $6.56K
|
7.26K
$541K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
SELL
|
- |
-112- 0.62% |
$6.15K - $7.14K
|
17.8K
$1.33M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-117- 5.31% |
$6.43K - $7.45K
|
2.09K
$155K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-120- 16.19% |
$6.59K - $7.65K
|
621
$46.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-131- 3.39% |
$7.2K - $8.35K
|
3.74K
$279K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-148- 13.11% |
$8.13K - $9.43K
|
981
$73.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-150- 5.75% |
$8.24K - $9.56K
|
2.46K
$183K
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-164- 0.44% |
$9.01K - $10.4K
|
36.8K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-186- 1.35% |
$10.2K - $11.9K
|
13.5K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-200- 22.22% |
$11K - $12.7K
|
700
$52.2K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-206- 1.71% |
$11.3K - $13.1K
|
11.8K
$883K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-225- 3.98% |
$12.4K - $14.3K
|
5.43K
$405K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-246- 2.9% |
$13.5K - $15.7K
|
8.24K
$614K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-289- 5.08% |
$15.9K - $18.4K
|
5.4K
$402K
|