Purchases and Sales Made in Q2 2024 in Agree Realty Corp (ADC)
This table provides information about the institutional ownership of Agree Realty Corp (ADC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
12.1KNew |
$664K - $750K
|
12.1K
$902K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.8KNew |
$647K - $730K
|
11.8K
$878K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
11.6K+ 78.38% |
$635K - $716K
|
26.3K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
11.4K+ 124.14% |
$628K - $708K
|
20.6K
$1.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.4K+ 19.09% |
$624K - $704K
|
70.9K
$5.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.9K+ 14.39% |
$597K - $673K
|
86.4K
$6.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
10.5K+ 13.61% |
$578K - $652K
|
87.9K
$6.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
10.3K+ 0.96% |
$565K - $638K
|
1.08M
$80.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
10.1K+ 17.05% |
$557K - $628K
|
69.6K
$5.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
10.1KNew |
$556K - $628K
|
10.1K
$755K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.52K+ 74.53% |
$523K - $590K
|
22.3K
$1.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.34KNew |
$513K - $578K
|
9.34K
$696K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.1KNew |
$500K - $564K
|
9.1K
$679K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.99K+ 24.79% |
$494K - $557K
|
45.3K
$3.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.48K+ 6.98% |
$466K - $525K
|
130K
$9.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.48K+ 52.12% |
$465K - $525K
|
24.7K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
7.37K+ 0.48% |
$405K - $457K
|
1.56M
$116M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.24KNew |
$397K - $448K
|
7.24K
$539K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.14K+ 4.19% |
$392K - $442K
|
177K
$13.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
6.82K+ 45.56% |
$375K - $423K
|
21.8K
$1.62M
|
|
|
Jul 17, 2024
Q2 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
6.8KNew |
$374K - $422K
|
6.8K
$507K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.66KNew |
$366K - $413K
|
6.66K
$496K
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
6.66K+ 6.42% |
$366K - $412K
|
110K
$8.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.55KNew |
$359K - $406K
|
6.55K
$488K
|
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
6KNew |
$329K - $372K
|
6K
$447K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.39KNew |
$296K - $334K
|
5.39K
$402K
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
5.3KNew |
$291K - $328K
|
5.3K
$395K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.25KNew |
$288K - $325K
|
5.25K
$391K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.93KNew |
$270K - $305K
|
4.93K
$367K
|
|
|
Jul 31, 2024
Q2 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
4.9K+ 30.43% |
$269K - $304K
|
21K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.86KNew |
$267K - $301K
|
4.86K
$362K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.73KNew |
$260K - $293K
|
4.73K
$353K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.51K+ 37.99% |
$247K - $279K
|
16.4K
$1.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
4.44K+ 32.37% |
$244K - $275K
|
18.1K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.26KNew |
$234K - $264K
|
4.26K
$317K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.25KNew |
$234K - $264K
|
4.25K
$317K
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
4.17K+ 6.79% |
$229K - $259K
|
65.6K
$4.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.87KNew |
$212K - $240K
|
3.87K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.76KNew |
$206K - $233K
|
3.76K
$280K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
3.67K+ 56.05% |
$202K - $227K
|
10.2K
$762K
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3.52KNew |
$193K - $218K
|
3.52K
$262K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.48K+ 37.56% |
$191K - $216K
|
12.8K
$951K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.41KNew |
$187K - $211K
|
3.41K
$254K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.41KNew |
$187K - $211K
|
3.41K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.38KNew |
$186K - $210K
|
3.38K
$252K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.35KNew |
$184K - $207K
|
3.35K
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.29K+ 0.22% |
$181K - $204K
|
1.53M
$114M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.22KNew |
$177K - $200K
|
3.22K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
3.1KNew |
$170K - $192K
|
3.1K
$231K
|
|
|
Aug 08, 2024
Q2 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
2.81K+ 0.61% |
$154K - $174K
|
462K
$34.4M
|