Purchases and Sales Made in Q3 2022 in Agree Realty Corp (ADC)
This table provides information about the institutional ownership of Agree Realty Corp (ADC) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
236+ 110.28% |
$4.64K - $19K
|
450
$33.4K
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
227+ 4.49% |
$4.47K - $18.2K
|
5.29K
$393K
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
212+ 99.53% |
$4.17K - $17K
|
425
$31.6K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
204+ 4.56% |
$4.01K - $16.4K
|
4.68K
$348K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
198+ 38.75% |
$3.9K - $15.9K
|
709
$52.7K
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
198+ 0.39% |
$3.9K - $15.9K
|
51K
$3.79M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
187+ 36.74% |
$3.68K - $15K
|
696
$51.7K
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
171+ 3.85% |
$3.37K - $13.7K
|
4.62K
$343K
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
154New |
$3.03K - $12.4K
|
154
$11.4K
|
|
Nov 14, 2022
Q3 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
151+ 2.04% |
$2.97K - $12.1K
|
7.57K
$562K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
126+ 6.8% |
$2.48K - $10.1K
|
1.98K
$147K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
124+ 44.93% |
$2.44K - $9.96K
|
400
$29.7K
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
80+ 66.67% |
$1.57K - $6.43K
|
200
$14.9K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
80New |
$1.57K - $6.43K
|
80
$5.95K
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
77+ 0.24% |
$1.52K - $6.19K
|
32.6K
$2.42M
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
54+ 12.47% |
$1.06K - $4.34K
|
487
$36.2K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
44+ 68.75% |
$866 - $3.54K
|
108
$8.03K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40+ 24.1% |
$787 - $3.21K
|
206
$15.3K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
36+ 64.29% |
$708 - $2.89K
|
92
$6.84K
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
34+ 0.72% |
$669 - $2.73K
|
4.79K
$356K
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
24+ 44.44% |
$472 - $1.93K
|
78
$5.8K
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
14+ 1.21% |
$276 - $1.12K
|
1.17K
$87.1K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 15.91% |
$276 - $1.12K
|
102
$7.58K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
14+ 0.4% |
$276 - $1.12K
|
3.52K
$262K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
11New |
$216 - $884
|
11
$818
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
9New |
$177 - $723
|
9
$669
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
9+ 4.81% |
$177 - $723
|
196
$14.6K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 2.67% |
$157 - $643
|
308
$22.9K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 12.07% |
$138 - $562
|
65
$4.83K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6New |
$118 - $482
|
6
$446
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5New |
$98.4 - $402
|
5
$372
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4New |
$78.7 - $321
|
4
$297
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1New |
$19.7 - $80.4
|
1
$74.3
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-9- 15.79% |
$177 - $723
|
48
$3.57K
|
|
Oct 13, 2022
Q3 2022
|
New Century Advisors, LLC
|
SELL
|
- |
-12- 2.08% |
$236 - $964
|
564
$41.9K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-13- 11.5% |
$256 - $1.04K
|
100
$7.43K
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-14- 4.4% |
$276 - $1.12K
|
304
$22.6K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-15- 4.59% |
$295 - $1.21K
|
312
$23.2K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-22- 46.81% |
$433 - $1.77K
|
25
$1.86K
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-25- 0.46% |
$492 - $2.01K
|
5.44K
$404K
|
|
Nov 07, 2022
Q3 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-33- 0.03% |
$649 - $2.65K
|
101K
$7.47M
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-43- 3.98% |
$846 - $3.46K
|
1.04K
$77.1K
|
|
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-46- 0.06% |
$905 - $3.7K
|
76K
$5.65M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 17.48% |
$984 - $4.02K
|
236
$17.5K
|
|
Nov 14, 2022
Q3 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-100- 1.22% |
$1.97K - $8.03K
|
8.1K
$602K
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-112- 0.27% |
$2.2K - $9K
|
41.7K
$3.1M
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-114- 2.03% |
$2.24K - $9.16K
|
5.5K
$409K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-124- 70.06% |
$2.44K - $9.96K
|
53
$3.94K
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-140- 0.08% |
$2.76K - $11.2K
|
185K
$13.8M
|