Purchases and Sales Made in Q2 2022 in Agree Realty Corp (ADC)
This table provides information about the institutional ownership of Agree Realty Corp (ADC) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
28+ 11.29% |
$1.84K - $2.08K
|
276
$20.6K
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18+ 62.07% |
$1.18K - $1.33K
|
47
$3.5K
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
17+ 0.48% |
$1.12K - $1.26K
|
3.58K
$267K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
15New |
$987 - $1.11K
|
15
$1.12K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13+ 13.0% |
$856 - $964
|
113
$8.42K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 14.29% |
$527 - $593
|
64
$4.77K
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
7+ 0.33% |
$461 - $519
|
2.11K
$157K
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
4New |
$263 - $296
|
4
$298
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 1.91% |
$263 - $296
|
213
$15.9K
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 0.17% |
$132 - $148
|
1.16K
$86.3K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 15.38% |
$132 - $148
|
15
$1.12K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.94% |
$132 - $148
|
214
$15.9K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1Closed |
$65.8 - $74.1
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6- 5.0% |
$395 - $445
|
114
$8.5K
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-8Closed |
$527 - $593
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-10- 0.15% |
$658 - $741
|
6.75K
$503K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-15- 23.08% |
$987 - $1.11K
|
50
$3.73K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-28Closed |
$1.84K - $2.08K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-32- 78.05% |
$2.11K - $2.37K
|
9
$671
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-35Closed |
$2.3K - $2.59K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-42- 7.59% |
$2.76K - $3.11K
|
511
$38.1K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-49- 2.76% |
$3.23K - $3.63K
|
1.73K
$129K
|
|
Jul 06, 2022
Q2 2022
|
Somerset Trust CO
|
SELL
|
- |
-49- 1.21% |
$3.23K - $3.63K
|
3.99K
$298K
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-53Closed |
$3.49K - $3.93K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-55- 9.75% |
$3.62K - $4.08K
|
509
$37.9K
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-56- 0.99% |
$3.69K - $4.15K
|
5.62K
$419K
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-60- 0.15% |
$3.95K - $4.45K
|
40.3K
$3.01M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-69- 2.1% |
$4.54K - $5.11K
|
3.22K
$240K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-108- 1.38% |
$7.11K - $8K
|
7.73K
$576K
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-168- 3.02% |
$11.1K - $12.5K
|
5.39K
$402K
|
|
Aug 10, 2022
Q2 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-212- 0.21% |
$14K - $15.7K
|
101K
$7.49M
|
|
Aug 05, 2022
Q2 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-215- 4.46% |
$14.2K - $15.9K
|
4.6K
$343K
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-220- 3.2% |
$14.5K - $16.3K
|
6.66K
$496K
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-243- 43.32% |
$16K - $18K
|
318
$23.7K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-300Closed |
$19.7K - $22.2K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-300Closed |
$19.7K - $22.2K
|
0
$0
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-373- 17.81% |
$24.6K - $27.6K
|
1.72K
$128K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-439Closed |
$28.9K - $32.5K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-494- 12.35% |
$32.5K - $36.6K
|
3.51K
$261K
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-504Closed |
$33.2K - $37.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-536- 0.31% |
$35.3K - $39.7K
|
175K
$13M
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-620- 17.5% |
$40.8K - $46K
|
2.92K
$218K
|
|
Aug 11, 2022
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-664- 7.83% |
$43.7K - $49.2K
|
7.81K
$582K
|
|
Mar 30, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-664- 7.83% |
$43.7K - $49.2K
|
7.81K
$582K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-853Closed |
$56.2K - $63.2K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-881- 5.97% |
$58K - $65.3K
|
13.9K
$1.03M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.02K- 78.1% |
$67.1K - $75.6K
|
286
$21.3K
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.05K- 70.7% |
$68.8K - $77.5K
|
433
$32.3K
|
|
Aug 12, 2022
Q2 2022
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-1.3K- 1.71% |
$85.6K - $96.4K
|
74.7K
$5.57M
|