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 |
---|---|---|---|---|---|---|---|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
24New |
$1.52K - $1.73K
|
24
$1.78K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18New |
$1.14K - $1.3K
|
18
$1.34K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
18New |
$1.14K - $1.3K
|
18
$1.34K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17New |
$1.08K - $1.23K
|
17
$1.26K
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
15+ 0.05% |
$952 - $1.08K
|
28.9K
$2.15M
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
12+ 22.64% |
$762 - $866
|
65
$4.83K
|
|
Feb 13, 2023
Q4 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
12+ 0.04% |
$762 - $866
|
27.2K
$2.02M
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
10+ 0.21% |
$635 - $722
|
4.8K
$356K
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
9+ 11.54% |
$571 - $650
|
87
$6.47K
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
8+ 0.01% |
$508 - $577
|
55.9K
$4.16M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
7+ 1.01% |
$444 - $505
|
703
$52.2K
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7+ 0.04% |
$444 - $505
|
16.2K
$1.21M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6New |
$381 - $433
|
6
$446
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 3.7% |
$254 - $289
|
112
$8.32K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 3.7% |
$254 - $289
|
112
$8.32K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 1.3% |
$127 - $144
|
156
$11.6K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.03% |
$63.5 - $72.2
|
3.32K
$247K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1+ 0.03% |
$63.5 - $72.2
|
3.32K
$247K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.42% |
$63.5 - $72.2
|
237
$17.6K
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.01% |
$63.5 - $72.2
|
12K
$891K
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 0.09% |
$63.5 - $72.2
|
1.17K
$87K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 0.97% |
$127 - $144
|
204
$15.2K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 3.08% |
$127 - $144
|
63
$4.68K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3- 0.67% |
$190 - $217
|
447
$33.2K
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-7- 1.44% |
$444 - $505
|
480
$35.7K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-19- 2.08% |
$1.21K - $1.37K
|
896
$66.6K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-25Closed |
$1.59K - $1.8K
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29- 0.39% |
$1.84K - $2.09K
|
7.45K
$553K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-35- 1.14% |
$2.22K - $2.53K
|
3.03K
$225K
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-40- 9.41% |
$2.54K - $2.89K
|
385
$28.6K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-62- 5.14% |
$3.94K - $4.48K
|
1.14K
$85K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-66- 64.71% |
$4.19K - $4.76K
|
36
$2.68K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-70- 1.2% |
$4.44K - $5.05K
|
5.77K
$429K
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-84- 27.63% |
$5.33K - $6.06K
|
220
$16.4K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-95- 30.45% |
$6.03K - $6.86K
|
217
$16.1K
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-95- 1.31% |
$6.03K - $6.86K
|
7.15K
$531K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-104- 1.69% |
$6.6K - $7.51K
|
6.04K
$449K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-105- 12.98% |
$6.67K - $7.58K
|
704
$52.3K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-111- 1.98% |
$7.05K - $8.01K
|
5.51K
$409K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-112- 3.14% |
$7.11K - $8.08K
|
3.46K
$257K
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-148- 2.01% |
$9.4K - $10.7K
|
7.22K
$536K
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-149- 0.27% |
$9.46K - $10.8K
|
55.9K
$4.16M
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-155- 2.02% |
$9.84K - $11.2K
|
7.51K
$558K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-171- 4.78% |
$10.9K - $12.3K
|
3.41K
$253K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-181- 92.35% |
$11.5K - $13.1K
|
15
$1.11K
|
|
Feb 01, 2023
Q4 2022
|
Ninepoint Partners LP
|
SELL
|
- |
-205- 6.93% |
$13K - $14.8K
|
2.76K
$205K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-217- 2.56% |
$13.8K - $15.7K
|
8.25K
$613K
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-227- 21.87% |
$14.4K - $16.4K
|
811
$60.3K
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-241- 4.69% |
$15.3K - $17.4K
|
4.9K
$364K
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-252- 1.68% |
$16K - $18.2K
|
14.7K
$1.1M
|