Purchases and Sales Made in Q4 2023 in Agree Realty Corp (ADC)
This table provides information about the institutional ownership of Agree Realty Corp (ADC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
787+ 11.48% |
$42.4K - $50K
|
7.65K
$570K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
779+ 2.21% |
$42K - $49.4K
|
36K
$2.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
773+ 6.85% |
$41.6K - $49.1K
|
12.1K
$898K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
741New |
$39.9K - $47K
|
741
$55.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
735+ 3.09% |
$39.6K - $46.7K
|
24.5K
$1.83M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
723+ 7.35% |
$38.9K - $45.9K
|
10.6K
$787K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
718New |
$38.7K - $45.6K
|
718
$53.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
704+ 9.48% |
$37.9K - $44.7K
|
8.13K
$606K
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
628+ 0.61% |
$33.8K - $39.9K
|
103K
$7.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
604+ 2.8% |
$32.5K - $38.3K
|
22.2K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
574+ 4.39% |
$30.9K - $36.4K
|
13.7K
$1.02M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
516+ 17.0% |
$27.8K - $32.8K
|
3.55K
$265K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
500New |
$26.9K - $31.7K
|
500
$37.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 10.0% |
$26.9K - $31.7K
|
5.5K
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
478+ 7.05% |
$25.7K - $30.3K
|
7.26K
$541K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
475New |
$25.6K - $30.1K
|
475
$35.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
430+ 267.08% |
$23.2K - $27.3K
|
591
$44K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
429New |
$23.1K - $27.2K
|
429
$32K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
405+ 7.07% |
$21.8K - $25.7K
|
6.13K
$457K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
376+ 1.42% |
$20.3K - $23.9K
|
26.9K
$2.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
371+ 41.97% |
$20K - $23.5K
|
1.26K
$93.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
364+ 96.55% |
$19.6K - $23.1K
|
741
$55.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
363+ 14.43% |
$19.6K - $23K
|
2.88K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
352+ 7.44% |
$19K - $22.3K
|
5.08K
$379K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
330+ 4.05% |
$17.8K - $20.9K
|
8.48K
$632K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
306+ 510.0% |
$16.5K - $19.4K
|
366
$27.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
298+ 35.86% |
$16.1K - $18.9K
|
1.13K
$84.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
258+ 4.9% |
$13.9K - $16.4K
|
5.52K
$411K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
214+ 21400.0% |
$11.5K - $13.6K
|
215
$16K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
207+ 5.44% |
$11.1K - $13.1K
|
4.01K
$299K
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
174+ 2.39% |
$9.37K - $11K
|
7.46K
$556K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
172+ 0.13% |
$9.26K - $10.9K
|
136K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
160+ 2.02% |
$8.62K - $10.2K
|
8.1K
$604K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
152+ 1.73% |
$8.19K - $9.65K
|
8.92K
$665K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
142+ 14.36% |
$7.65K - $9.01K
|
1.13K
$84.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
135+ 43.83% |
$7.27K - $8.57K
|
443
$33K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
123New |
$6.62K - $7.81K
|
123
$9.17K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
121+ 1.15% |
$6.52K - $7.68K
|
10.6K
$792K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
121+ 4.09% |
$6.52K - $7.68K
|
3.08K
$229K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
97+ 1.47% |
$5.22K - $6.16K
|
6.72K
$500K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
95+ 633.33% |
$5.12K - $6.03K
|
110
$8.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
88+ 1.69% |
$4.74K - $5.59K
|
5.29K
$394K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
67+ 0.12% |
$3.61K - $4.25K
|
58.1K
$4.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
44+ 84.62% |
$2.37K - $2.79K
|
96
$7.15K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
39New |
$2.1K - $2.48K
|
39
$2.91K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
33+ 9.14% |
$1.78K - $2.09K
|
394
$29.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
33New |
$1.78K - $2.09K
|
33
$2.46K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
24+ 66.67% |
$1.29K - $1.52K
|
60
$4.47K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
22New |
$1.18K - $1.4K
|
22
$1.64K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16+ 45.71% |
$862 - $1.02K
|
51
$3.8K
|