Purchases and Sales Made in Q3 2023 in Agree Realty Corp (ADC)
This table provides information about the institutional ownership of Agree Realty Corp (ADC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
417New |
$23K - $28.8K
|
417
$31K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
403+ 94.16% |
$22.2K - $27.8K
|
831
$61.8K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
403+ 94.16% |
$22.2K - $27.8K
|
831
$61.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
393+ 117.31% |
$21.7K - $27.1K
|
728
$54.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
381+ 57.38% |
$21K - $26.3K
|
1.05K
$77.7K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
377New |
$20.8K - $26K
|
377
$28K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
346+ 1504.35% |
$19.1K - $23.9K
|
369
$27.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
340+ 2.99% |
$18.8K - $23.5K
|
11.7K
$872K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
337New |
$18.6K - $23.3K
|
337
$25K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
333+ 6.27% |
$18.4K - $23K
|
5.65K
$420K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
324+ 3.53% |
$17.9K - $22.4K
|
9.51K
$707K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
323+ 48.5% |
$17.8K - $22.3K
|
989
$73.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
323+ 717.78% |
$17.8K - $22.3K
|
368
$27.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
313+ 54.82% |
$17.3K - $21.6K
|
884
$65.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
289+ 2.26% |
$15.9K - $20K
|
13.1K
$972K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
257+ 503.92% |
$14.2K - $17.8K
|
308
$22.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
247+ 2.9% |
$13.6K - $17.1K
|
8.76K
$651K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
229+ 6.03% |
$12.6K - $15.8K
|
4.03K
$299K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
212+ 3.19% |
$11.7K - $14.6K
|
6.86K
$510K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 4.17% |
$11K - $13.8K
|
5K
$372K
|
|
|
Oct 27, 2023
Q3 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
175+ 2.46% |
$9.66K - $12.1K
|
7.28K
$541K
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
174+ 3.13% |
$9.6K - $12K
|
5.73K
$426K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
129New |
$7.12K - $8.91K
|
129
$9.59K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
109+ 3.83% |
$6.01K - $7.53K
|
2.96K
$220K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
102+ 0.91% |
$5.63K - $7.05K
|
11.3K
$838K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.37% |
$5.52K - $6.91K
|
27K
$2.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.37% |
$5.52K - $6.91K
|
27.3K
$2.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
99+ 0.08% |
$5.46K - $6.84K
|
120K
$8.93M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
91+ 0.28% |
$5.02K - $6.29K
|
32.9K
$2.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
80New |
$4.41K - $5.53K
|
80
$5.95K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
79New |
$4.36K - $5.46K
|
79
$5.87K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
73New |
$4.03K - $5.04K
|
73
$5.43K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
71+ 0.25% |
$3.92K - $4.9K
|
28.6K
$2.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
68+ 1.04% |
$3.75K - $4.7K
|
6.62K
$492K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
63+ 41.72% |
$3.48K - $4.35K
|
214
$15.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
55+ 0.91% |
$3.03K - $3.8K
|
6.1K
$453K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
52New |
$2.87K - $3.59K
|
52
$3.86K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
42+ 131.25% |
$2.32K - $2.9K
|
74
$5.5K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
37+ 40.22% |
$2.04K - $2.56K
|
129
$9.59K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
29New |
$1.6K - $2K
|
29
$2.16K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
28+ 90.32% |
$1.55K - $1.93K
|
59
$4.38K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
28New |
$1.55K - $1.93K
|
28
$2.08K
|
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
25+ 0.32% |
$1.38K - $1.73K
|
7.94K
$590K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16New |
$883 - $1.11K
|
16
$1.19K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
12+ 3.44% |
$662 - $829
|
361
$26.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 125.0% |
$276 - $345
|
9
$669
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.78% |
$166 - $207
|
389
$28.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
2+ 5.26% |
$110 - $138
|
40
$2.97K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.65% |
$110 - $138
|
309
$23K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1New |
$55.2 - $69.1
|
1
$74.3
|