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 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 18.18% |
$110 - $138
|
9
$671
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 12.5% |
$276 - $345
|
35
$2.61K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-5- 0.07% |
$276 - $345
|
7.03K
$524K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7- 0.11% |
$386 - $483
|
6.53K
$486K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 6.94% |
$662 - $829
|
161
$12K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-15- 29.41% |
$828 - $1.04K
|
36
$2.68K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-16- 2.08% |
$883 - $1.11K
|
754
$56.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-17- 0.29% |
$938 - $1.17K
|
5.94K
$442K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-49- 37.98% |
$2.7K - $3.38K
|
80
$5.96K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-59- 55.66% |
$3.26K - $4.08K
|
47
$3.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-67- 0.88% |
$3.7K - $4.63K
|
7.51K
$559K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-88- 59.46% |
$4.86K - $6.08K
|
60
$4.47K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-92- 7.82% |
$5.08K - $6.35K
|
1.08K
$80.8K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-123- 97.62% |
$6.79K - $8.5K
|
3
$224
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-124- 2.55% |
$6.84K - $8.56K
|
4.73K
$353K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-145- 2.18% |
$8K - $10K
|
6.51K
$485K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-145- 0.99% |
$8K - $10K
|
14.5K
$1.08M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-149- 1.79% |
$8.22K - $10.3K
|
8.15K
$608K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-160- 2.3% |
$8.83K - $11.1K
|
6.8K
$507K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-208- 31.61% |
$11.5K - $14.4K
|
450
$33.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-218- 28.35% |
$12K - $15.1K
|
551
$41.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-235- 31.97% |
$13K - $16.2K
|
500
$37.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-244- 4.48% |
$13.5K - $16.9K
|
5.2K
$388K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-257- 1.65% |
$14.2K - $17.8K
|
15.4K
$1.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-292- 0.49% |
$16.1K - $20.2K
|
59.8K
$4.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-293- 0.19% |
$16.2K - $20.2K
|
156K
$11.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-300- 0.37% |
$16.6K - $20.7K
|
81.8K
$6.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-302- 9.05% |
$16.7K - $20.9K
|
3.04K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-400- 1.54% |
$22.1K - $27.6K
|
25.5K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-420- 3.09% |
$23.2K - $29K
|
13.2K
$981K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-505- 11.08% |
$27.9K - $34.9K
|
4.05K
$302K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-583- 10.45% |
$32.2K - $40.3K
|
5K
$372K
|
|
|
Nov 02, 2023
Q3 2023
|
Aew Capital Management L P
|
SELL
|
- |
-640- 0.17% |
$35.3K - $44.2K
|
379K
$28.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Capital Square, LLC
|
SELL
|
- |
-647- 3.37% |
$35.7K - $44.7K
|
18.5K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-684- 1.23% |
$37.7K - $47.2K
|
55.1K
$4.11M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-684- 1.23% |
$37.7K - $47.2K
|
55.1K
$4.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-930- 4.24% |
$51.3K - $64.2K
|
21K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.05K- 10.94% |
$58K - $72.7K
|
8.57K
$638K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.12K- 2.45% |
$61.9K - $77.5K
|
44.7K
$3.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.14K- 20.0% |
$62.9K - $78.7K
|
4.56K
$340K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.21K- 2.04% |
$66.7K - $83.4K
|
58.1K
$4.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.25K- 4.1% |
$69.2K - $86.6K
|
29.3K
$2.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.28K- 14.25% |
$70.7K - $88.5K
|
7.71K
$575K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.4K- 6.38% |
$77.2K - $96.6K
|
20.5K
$1.53M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.63K- 12.43% |
$89.8K - $112K
|
11.5K
$855K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.68K- 7.23% |
$92.9K - $116K
|
21.6K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.99K- 22.92% |
$110K - $137K
|
6.68K
$498K
|
|
|
Oct 05, 2023
Q3 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-2.07K- 2.47% |
$114K - $143K
|
81.6K
$6.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.09K- 1.84% |
$115K - $145K
|
111K
$8.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.26K- 37.23% |
$125K - $156K
|
3.81K
$284K
|