Purchases and Sales Made in Q2 2023 in Agree Realty Corp (ADC)
This table provides information about the institutional ownership of Agree Realty Corp (ADC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
522+ 5.45% |
$33.5K - $35.6K
|
10.1K
$750K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
510+ 4.05% |
$32.7K - $34.8K
|
13.1K
$973K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
500New |
$32.1K - $34.1K
|
500
$37.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
482+ 9.61% |
$30.9K - $32.9K
|
5.5K
$409K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
377+ 2.25% |
$24.2K - $25.7K
|
17.1K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
308+ 2.32% |
$19.8K - $21K
|
13.6K
$1.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
304+ 2.12% |
$19.5K - $20.7K
|
14.6K
$1.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Presima Inc.
|
BUY
|
- |
300+ 0.72% |
$19.3K - $20.4K
|
41.7K
$3.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
294+ 16.8% |
$18.9K - $20K
|
2.04K
$152K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
278+ 487.72% |
$17.8K - $18.9K
|
335
$24.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
267+ 14.65% |
$17.1K - $18.2K
|
2.09K
$155K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
236+ 2.93% |
$15.1K - $16.1K
|
8.3K
$617K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
221+ 12.74% |
$14.2K - $15.1K
|
1.96K
$145K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
211+ 3.62% |
$13.5K - $14.4K
|
6.05K
$449K
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
204+ 0.72% |
$13.1K - $13.9K
|
28.5K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
197+ 1.51% |
$12.6K - $13.4K
|
13.3K
$987K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
172+ 34.82% |
$11K - $11.7K
|
666
$49.5K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
151New |
$9.69K - $10.3K
|
151
$11.2K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
150New |
$9.63K - $10.2K
|
150
$11.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
144+ 2.82% |
$9.24K - $9.82K
|
5.26K
$391K
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
141+ 3.34% |
$9.05K - $9.61K
|
4.36K
$324K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
137+ 1.87% |
$8.79K - $9.34K
|
7.44K
$553K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
108+ 44.81% |
$6.93K - $7.36K
|
349
$25.9K
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
99+ 1.82% |
$6.35K - $6.75K
|
5.55K
$413K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
83New |
$5.33K - $5.66K
|
83
$6.17K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
82New |
$5.26K - $5.59K
|
82
$6.09K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
69+ 0.92% |
$4.43K - $4.7K
|
7.57K
$563K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
54New |
$3.47K - $3.68K
|
54
$4.01K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
46+ 36.22% |
$2.95K - $3.14K
|
173
$12.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45New |
$2.89K - $3.07K
|
45
$3.34K
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
41+ 0.52% |
$2.63K - $2.79K
|
7.91K
$588K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
38New |
$2.44K - $2.59K
|
38
$2.82K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
36+ 5.79% |
$2.31K - $2.45K
|
658
$48.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
32New |
$2.05K - $2.18K
|
32
$2.38K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
27+ 675.0% |
$1.73K - $1.84K
|
31
$2.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
22+ 2.94% |
$1.41K - $1.5K
|
770
$57.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
15+ 41.67% |
$963 - $1.02K
|
51
$3.79K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 0.54% |
$578 - $613
|
1.68K
$125K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
8New |
$514 - $545
|
8
$595
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$321 - $341
|
5.3K
$394K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 83.33% |
$321 - $341
|
11
$818
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 83.33% |
$321 - $341
|
11
$818
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4+ 8.16% |
$257 - $273
|
53
$3.94K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.78% |
$193 - $204
|
386
$28.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.66% |
$128 - $136
|
307
$22.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 3.64% |
$257 - $273
|
106
$7.88K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6- 20.69% |
$385 - $409
|
23
$1.71K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-7Closed |
$449 - $477
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 69.23% |
$578 - $613
|
4
$297
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 18.37% |
$578 - $613
|
40
$2.97K
|