Purchases and Sales Made in Q4 2024 in Agree Realty Corp (ADC)
This table provides information about the institutional ownership of Agree Realty Corp (ADC) during Q4 2024. 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 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
572+ 14.39% |
$39.7K - $44.4K
|
4.55K
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
509+ 0.25% |
$35.3K - $39.5K
|
202K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
449+ 2.75% |
$31.2K - $34.9K
|
16.7K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
387+ 0.76% |
$26.9K - $30.1K
|
51.5K
$3.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
305+ 0.56% |
$21.2K - $23.7K
|
54.6K
$3.98M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
293+ 230.71% |
$20.3K - $22.8K
|
420
$30.6K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
263+ 0.23% |
$18.3K - $20.4K
|
113K
$8.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
237+ 26.19% |
$16.5K - $18.4K
|
1.14K
$83.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
230+ 34.43% |
$16K - $17.9K
|
898
$65.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
229+ 0.79% |
$15.9K - $17.8K
|
29.2K
$2.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
183New |
$12.7K - $14.2K
|
183
$13.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
172New |
$11.9K - $13.4K
|
172
$12.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
170+ 1.15% |
$11.8K - $13.2K
|
14.9K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
170+ 3.59% |
$11.8K - $13.2K
|
4.91K
$358K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
169+ 3.82% |
$11.7K - $13.1K
|
4.59K
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
168+ 17.3% |
$11.7K - $13K
|
1.14K
$83K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
167+ 2.48% |
$11.6K - $13K
|
6.89K
$503K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
153+ 5.15% |
$10.6K - $11.9K
|
3.12K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
134+ 11.43% |
$9.3K - $10.4K
|
1.31K
$95.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
132+ 0.6% |
$9.17K - $10.2K
|
22.3K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100New |
$6.94K - $7.77K
|
100
$7.29K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
94+ 27.65% |
$6.53K - $7.3K
|
434
$31.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
81+ 324.0% |
$5.62K - $6.29K
|
106
$7.73K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
76+ 15.38% |
$5.28K - $5.9K
|
570
$41.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
55+ 0.87% |
$3.82K - $4.27K
|
6.36K
$464K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50New |
$3.47K - $3.88K
|
50
$3.64K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
48+ 0.04% |
$3.33K - $3.73K
|
117K
$8.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
45+ 0.95% |
$3.12K - $3.49K
|
4.8K
$350K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
41+ 0.34% |
$2.85K - $3.18K
|
12.2K
$889K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
41+ 4.02% |
$2.85K - $3.18K
|
1.06K
$77.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
27+ 0.34% |
$1.87K - $2.1K
|
7.86K
$573K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
22New |
$1.53K - $1.71K
|
22
$1.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
21+ 4.17% |
$1.46K - $1.63K
|
524
$38.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
17New |
$1.18K - $1.32K
|
17
$1.24K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 17.02% |
$1.11K - $1.24K
|
110
$8.02K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13New |
$903 - $1.01K
|
13
$948
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
9+ 0.26% |
$625 - $699
|
3.47K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
9+ 0.08% |
$625 - $699
|
11.2K
$817K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
8+ 0.16% |
$556 - $621
|
5.12K
$373K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 13.73% |
$486 - $544
|
58
$4.23K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5+ 0.14% |
$347 - $388
|
3.46K
$252K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.51% |
$278 - $311
|
785
$57.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 1.12% |
$208 - $233
|
270
$19.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3New |
$208 - $233
|
3
$219
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.42% |
$139 - $155
|
480
$35K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 2.17% |
$69.4 - $77.7
|
47
$3.43K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 0.12% |
$69.4 - $77.7
|
815
$59.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-6- 0.04% |
$417 - $466
|
15.8K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-7- 1.58% |
$486 - $544
|
437
$31.9K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7- 0.2% |
$486 - $544
|
3.41K
$249K
|