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 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13+ 15.85% |
$700 - $825
|
95
$7.01K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8New |
$431 - $508
|
8
$590
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 55.56% |
$269 - $317
|
14
$1.03K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5New |
$269 - $317
|
5
$369
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 44.44% |
$215 - $254
|
13
$959
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 2.7% |
$108 - $127
|
76
$5.61K
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1+ 0.02% |
$53.9 - $63.5
|
4.82K
$356K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1+ 0.0% |
$53.9 - $63.5
|
117K
$8.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 1.89% |
$53.9 - $63.5
|
52
$3.84K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-8- 0.1% |
$431 - $508
|
7.7K
$568K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14- 1.86% |
$754 - $889
|
740
$54.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-20Closed |
$1.08K - $1.27K
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25- 53.19% |
$1.35K - $1.59K
|
22
$1.62K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-31- 1.84% |
$1.67K - $1.97K
|
1.65K
$122K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39- 9.35% |
$2.1K - $2.48K
|
378
$27.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-50- 84.75% |
$2.69K - $3.17K
|
9
$664
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-69- 17.74% |
$3.72K - $4.38K
|
320
$23.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-69- 1.7% |
$3.72K - $4.38K
|
3.99K
$294K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-79- 66.39% |
$4.25K - $5.01K
|
40
$2.95K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-117- 90.7% |
$6.3K - $7.43K
|
12
$886
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-117- 90.7% |
$6.3K - $7.43K
|
12
$886
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-133- 1.13% |
$7.16K - $8.44K
|
11.6K
$856K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-145- 2.23% |
$7.81K - $9.2K
|
6.36K
$469K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-159- 3.95% |
$8.56K - $10.1K
|
3.87K
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-180- 2.65% |
$9.69K - $11.4K
|
6.62K
$489K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-181- 49.05% |
$9.75K - $11.5K
|
188
$13.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-243- 54.0% |
$13.1K - $15.4K
|
207
$15.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-249- 4.2% |
$13.4K - $15.8K
|
5.69K
$420K
|
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
SELL
|
- |
-269- 1.45% |
$14.5K - $17.1K
|
18.3K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-300- 1.9% |
$16.2K - $19K
|
15.5K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-360- 1.1% |
$19.4K - $22.8K
|
32.4K
$2.39M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-381- 1.16% |
$20.5K - $24.2K
|
32.5K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-427- 5.74% |
$23K - $27.1K
|
7.02K
$518K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-446- 7.31% |
$24K - $28.3K
|
5.65K
$417K
|
|
|
Feb 13, 2024
Q4 2023
|
Presima Inc.
|
SELL
|
- |
-474- 1.49% |
$25.5K - $30.1K
|
31.4K
$2.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-503- 7.11% |
$27.1K - $31.9K
|
6.57K
$485K
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-513- 0.82% |
$27.6K - $32.6K
|
62K
$4.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-525- 0.19% |
$28.3K - $33.3K
|
274K
$20.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-526- 14.05% |
$28.3K - $33.4K
|
3.22K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-545- 4.0% |
$29.4K - $34.6K
|
13.1K
$965K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-566- 7.54% |
$30.5K - $35.9K
|
6.94K
$512K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-586- 2.81% |
$31.6K - $37.2K
|
20.3K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-606- 4.23% |
$32.6K - $38.5K
|
13.7K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
SELL
|
- |
-607- 4.98% |
$32.7K - $38.5K
|
11.6K
$856K
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
SELL
|
- |
-610- 3.29% |
$32.9K - $38.7K
|
17.9K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-615- 0.6% |
$33.1K - $39K
|
102K
$7.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-630- 1.56% |
$33.9K - $40K
|
39.6K
$2.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-865- 1.76% |
$46.6K - $54.9K
|
48.2K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-893- 7.04% |
$48.1K - $56.7K
|
11.8K
$870K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-967- 9.17% |
$52.1K - $61.4K
|
9.58K
$707K
|