Purchases and Sales Made in Q3 2024 in Agree Realty Corp (ADC)
This table provides information about the institutional ownership of Agree Realty Corp (ADC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
34+ 0.93% |
$2.09K - $2.61K
|
3.67K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
33New |
$2.03K - $2.53K
|
33
$2.45K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
30+ 0.59% |
$1.84K - $2.3K
|
5.11K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29+ 0.32% |
$1.78K - $2.22K
|
9.02K
$671K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
28+ 4.52% |
$1.72K - $2.15K
|
648
$48.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
26+ 0.55% |
$1.6K - $1.99K
|
4.76K
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
25New |
$1.54K - $1.92K
|
25
$1.86K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
14+ 43.75% |
$861 - $1.07K
|
46
$3.42K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 4.29% |
$861 - $1.07K
|
340
$25.3K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12+ 0.35% |
$738 - $921
|
3.42K
$254K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
12+ 0.06% |
$738 - $921
|
19.6K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
11New |
$676 - $844
|
11
$818
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8+ 800.0% |
$492 - $614
|
9
$669
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6New |
$369 - $460
|
6
$446
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6+ 60.0% |
$369 - $460
|
16
$1.19K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
5+ 1.14% |
$307 - $384
|
444
$33K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.51% |
$246 - $307
|
781
$58K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
4+ 0.8% |
$246 - $307
|
503
$37.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 1.14% |
$184 - $230
|
267
$19.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3+ 0.05% |
$184 - $230
|
5.77K
$429K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3+ 0.44% |
$184 - $230
|
678
$50.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2+ 0.0% |
$123 - $153
|
117K
$8.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 2.86% |
$61.5 - $76.7
|
36
$2.68K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 9.09% |
$123 - $153
|
20
$1.49K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2- 0.63% |
$123 - $153
|
316
$23.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6- 0.73% |
$369 - $460
|
816
$60.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-8- 0.03% |
$492 - $614
|
23K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-14- 2.76% |
$861 - $1.07K
|
494
$36.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-17- 25.0% |
$1.04K - $1.3K
|
51
$3.79K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-31- 0.25% |
$1.91K - $2.38K
|
12.3K
$917K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-35- 0.52% |
$2.15K - $2.68K
|
6.65K
$494K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-38- 1.7% |
$2.34K - $2.91K
|
2.2K
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-43- 0.94% |
$2.64K - $3.3K
|
4.54K
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-43- 1.12% |
$2.64K - $3.3K
|
3.81K
$283K
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-48- 0.43% |
$2.95K - $3.68K
|
11.2K
$833K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 8.8% |
$3.07K - $3.84K
|
518
$38.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-61- 0.12% |
$3.75K - $4.68K
|
51.1K
$3.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-84- 31.58% |
$5.16K - $6.44K
|
182
$13.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-99- 0.4% |
$6.09K - $7.59K
|
24.9K
$1.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 14.29% |
$6.15K - $7.67K
|
600
$44.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-115- 1.75% |
$7.07K - $8.82K
|
6.47K
$481K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-120- 2.14% |
$7.38K - $9.21K
|
5.48K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-120- 1.95% |
$7.38K - $9.21K
|
6.04K
$449K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-127- 1.0% |
$7.81K - $9.74K
|
12.6K
$935K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-133- 0.59% |
$8.18K - $10.2K
|
22.3K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-147- 3.6% |
$9.04K - $11.3K
|
3.94K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-174- 0.59% |
$10.7K - $13.3K
|
29.1K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-177- 5.23% |
$10.9K - $13.6K
|
3.21K
$238K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-185- 0.45% |
$11.4K - $14.2K
|
41.3K
$3.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-194- 1.21% |
$11.9K - $14.9K
|
15.8K
$1.17M
|