Purchases and Sales Made in Q4 2022 in Agree Realty Corp (ADC)
This table provides information about the institutional ownership of Agree Realty Corp (ADC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.18K+ 60.18% |
$74.7K - $84.9K
|
3.13K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.11K+ 10.61% |
$70.5K - $80.2K
|
11.6K
$857K
|
|
|
Jan 20, 2023
Q4 2022
|
Presima Inc.
|
BUY
|
- |
1K+ 2.5% |
$63.5K - $72.2K
|
41K
$3.03M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1KNew |
$63.5K - $72.2K
|
1K
$74K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1KNew |
$63.5K - $72.2K
|
1K
$74K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1KNew |
$63.5K - $72.2K
|
1K
$74K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
992+ 1.74% |
$63K - $71.6K
|
58K
$4.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
956+ 2.98% |
$60.7K - $69K
|
33.1K
$2.45M
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
924+ 12.79% |
$58.7K - $66.7K
|
8.15K
$603K
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
924+ 12.79% |
$58.7K - $66.7K
|
8.15K
$603K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
899+ 68.31% |
$57.1K - $64.9K
|
2.22K
$164K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
826+ 11.62% |
$52.4K - $59.6K
|
7.94K
$587K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
816+ 10.94% |
$51.8K - $58.9K
|
8.28K
$612K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
764+ 13.67% |
$48.5K - $55.1K
|
6.35K
$470K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
719+ 79.27% |
$45.6K - $51.9K
|
1.63K
$120K
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
691+ 9.26% |
$43.9K - $49.9K
|
8.15K
$603K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
668+ 10.8% |
$42.4K - $48.2K
|
6.86K
$507K
|
|
|
Feb 15, 2023
Q4 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
654+ 1.26% |
$41.5K - $47.2K
|
52.5K
$3.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
627+ 4.26% |
$39.8K - $45.3K
|
15.3K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
603+ 3.9% |
$38.3K - $43.5K
|
16.1K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
586New |
$37.2K - $42.3K
|
586
$43.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
578+ 13.04% |
$36.7K - $41.7K
|
5.01K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
563+ 0.32% |
$35.7K - $40.6K
|
179K
$13.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
561+ 5.3% |
$35.6K - $40.5K
|
11.2K
$825K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
511+ 165.91% |
$32.4K - $36.9K
|
819
$60.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
480+ 2.35% |
$30.5K - $34.6K
|
20.9K
$1.55M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
429+ 7150.0% |
$27.2K - $31K
|
435
$32.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
375+ 16.18% |
$23.8K - $27.1K
|
2.69K
$199K
|
|
|
Feb 14, 2024
Q4 2022
|
Kbc Group Nv
|
BUY
|
- |
374+ 6.0% |
$23.7K - $27K
|
6.6K
$489K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
309New |
$19.6K - $22.3K
|
309
$22.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
285+ 2.47% |
$18.1K - $20.6K
|
11.8K
$874K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
254+ 1.81% |
$16.1K - $18.3K
|
14.3K
$1.06M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
246+ 3.58% |
$15.6K - $17.8K
|
7.12K
$527K
|
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
238New |
$15.1K - $17.2K
|
238
$17.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
224+ 0.44% |
$14.2K - $16.2K
|
51.3K
$3.79M
|
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
202+ 2.67% |
$12.8K - $14.6K
|
7.77K
$575K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
199+ 5.56% |
$12.6K - $14.4K
|
3.78K
$279K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
141+ 56.18% |
$8.95K - $10.2K
|
392
$29K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
134+ 279.17% |
$8.51K - $9.67K
|
182
$13.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
BUY
|
- |
122+ 0.59% |
$7.75K - $8.81K
|
20.7K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
75New |
$4.76K - $5.41K
|
75
$5.55K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
60New |
$3.81K - $4.33K
|
60
$4.44K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
46+ 6.49% |
$2.92K - $3.32K
|
755
$55.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
46+ 2.76% |
$2.92K - $3.32K
|
1.71K
$127K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
40New |
$2.54K - $2.89K
|
40
$2.96K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
36New |
$2.29K - $2.6K
|
36
$2.66K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
35New |
$2.22K - $2.53K
|
35
$2.59K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
30+ 0.54% |
$1.9K - $2.17K
|
5.61K
$415K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29New |
$1.84K - $2.09K
|
29
$2.15K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
24+ 1.1% |
$1.52K - $1.73K
|
2.2K
$163K
|