Purchases and Sales Made in Q4 2021 in Agree Realty Corp (ADC)
This table provides information about the institutional ownership of Agree Realty Corp (ADC) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
200New |
$13.3K - $14.4K
|
200
$14.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
200New |
$13.3K - $14.4K
|
200
$14.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
173+ 9.6% |
$11.5K - $12.4K
|
1.98K
$147K
|
|
|
Feb 15, 2022
Q4 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
160+ 0.41% |
$10.6K - $11.5K
|
38.8K
$2.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
150New |
$9.97K - $10.8K
|
150
$11.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
147+ 2.1% |
$9.77K - $10.6K
|
7.15K
$531K
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
146+ 1.91% |
$9.7K - $10.5K
|
7.77K
$578K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
134+ 609.09% |
$8.9K - $9.62K
|
156
$11.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
132New |
$8.77K - $9.48K
|
132
$9.81K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
114+ 7.13% |
$7.58K - $8.19K
|
1.71K
$127K
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
84+ 17.61% |
$5.58K - $6.03K
|
561
$41.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
82+ 2.64% |
$5.45K - $5.89K
|
3.19K
$237K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
67New |
$4.45K - $4.81K
|
67
$4.98K
|
|
|
Jan 07, 2022
Q4 2021
|
Somerset Trust CO
|
BUY
|
- |
38+ 0.91% |
$2.53K - $2.73K
|
4.23K
$314K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
37+ 20.56% |
$2.46K - $2.66K
|
217
$16.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
24+ 9.45% |
$1.59K - $1.72K
|
278
$20.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
20+ 250.0% |
$1.33K - $1.44K
|
28
$2.08K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
20+ 0.96% |
$1.33K - $1.44K
|
2.11K
$157K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
16+ 1.61% |
$1.06K - $1.15K
|
1.01K
$74.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
13+ 0.06% |
$864 - $934
|
22.5K
$1.67M
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
13+ 0.06% |
$864 - $934
|
22.5K
$1.67M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13New |
$864 - $934
|
13
$966
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 24.24% |
$532 - $575
|
41
$3.05K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7+ 0.07% |
$465 - $503
|
9.56K
$710K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.84% |
$399 - $431
|
719
$53.4K
|
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
BUY
|
- |
5+ 0.01% |
$332 - $359
|
52.1K
$3.87M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
2+ 22.22% |
$133 - $144
|
11
$818
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1New |
$66.5 - $71.8
|
1
$74.3
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-3- 0.07% |
$199 - $215
|
4.58K
$340K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4- 0.2% |
$266 - $287
|
1.99K
$148K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7- 12.5% |
$465 - $503
|
49
$3.64K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 21.88% |
$465 - $503
|
25
$1.86K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-10Closed |
$665 - $718
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-23- 0.05% |
$1.53K - $1.65K
|
48.7K
$3.62M
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-25Closed |
$1.66K - $1.8K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-26- 0.57% |
$1.73K - $1.87K
|
4.54K
$337K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-26Closed |
$1.73K - $1.87K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-27- 3.34% |
$1.79K - $1.94K
|
781
$58K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-30- 0.23% |
$1.99K - $2.15K
|
13.1K
$974K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-30Closed |
$1.99K - $2.15K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-32- 7.92% |
$2.13K - $2.3K
|
372
$27.6K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-44- 14.06% |
$2.92K - $3.16K
|
269
$20K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-45- 1.47% |
$2.99K - $3.23K
|
3.02K
$224K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-50- 31.25% |
$3.32K - $3.59K
|
110
$8.18K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-56- 0.89% |
$3.72K - $4.02K
|
6.21K
$462K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-57- 1.58% |
$3.79K - $4.09K
|
3.54K
$263K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-67- 35.26% |
$4.45K - $4.81K
|
123
$9.14K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-91- 26.84% |
$6.05K - $6.54K
|
248
$18.4K
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-105- 3.44% |
$6.98K - $7.54K
|
2.94K
$219K
|