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 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
189New |
$13.1K - $14.7K
|
189
$14.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
183New |
$12.7K - $14.2K
|
183
$13.9K
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
180+ 0.03% |
$12.5K - $14K
|
692K
$52.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
175+ 84.54% |
$12.2K - $13.6K
|
382
$29K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
172New |
$11.9K - $13.4K
|
172
$13.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
170+ 3.59% |
$11.8K - $13.2K
|
4.91K
$373K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
170+ 1.15% |
$11.8K - $13.2K
|
14.9K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
169+ 3.82% |
$11.7K - $13.1K
|
4.59K
$349K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
168+ 17.3% |
$11.7K - $13K
|
1.14K
$86.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
167+ 2.48% |
$11.6K - $13K
|
6.89K
$524K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
153+ 5.15% |
$10.6K - $11.9K
|
3.12K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
134+ 11.43% |
$9.3K - $10.4K
|
1.31K
$99.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
132+ 0.6% |
$9.17K - $10.2K
|
22.3K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
123+ 1.0% |
$8.54K - $9.55K
|
12.5K
$947K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
112+ 3.84% |
$7.78K - $8.7K
|
3.03K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
105+ 2.56% |
$7.29K - $8.15K
|
4.21K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
104+ 2.27% |
$7.22K - $8.08K
|
4.68K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
100+ 5.19% |
$6.94K - $7.77K
|
2.03K
$154K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100New |
$6.94K - $7.77K
|
100
$7.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
94+ 27.65% |
$6.53K - $7.3K
|
434
$33K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
92+ 36.36% |
$6.39K - $7.14K
|
345
$26.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
91+ 2.68% |
$6.32K - $7.07K
|
3.48K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
81+ 324.0% |
$5.62K - $6.29K
|
106
$8.06K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
76+ 15.38% |
$5.28K - $5.9K
|
570
$43.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67New |
$4.65K - $5.2K
|
67
$5.09K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
55+ 0.87% |
$3.82K - $4.27K
|
6.36K
$484K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50New |
$3.47K - $3.88K
|
50
$3.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
48+ 0.04% |
$3.33K - $3.73K
|
117K
$8.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
46+ 0.64% |
$3.19K - $3.57K
|
7.21K
$548K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
45+ 0.95% |
$3.12K - $3.49K
|
4.8K
$365K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
44New |
$3.06K - $3.42K
|
44
$3.34K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
42+ 0.47% |
$2.92K - $3.26K
|
9.07K
$689K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
41+ 4.02% |
$2.85K - $3.18K
|
1.06K
$80.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
41+ 0.34% |
$2.85K - $3.18K
|
12.2K
$928K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
34+ 0.4% |
$2.36K - $2.64K
|
8.47K
$644K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
28+ 0.62% |
$1.94K - $2.17K
|
4.57K
$347K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
27+ 0.34% |
$1.87K - $2.1K
|
7.86K
$597K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
22New |
$1.53K - $1.71K
|
22
$1.67K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
21+ 4.17% |
$1.46K - $1.63K
|
524
$39.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
17New |
$1.18K - $1.32K
|
17
$1.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
17New |
$1.18K - $1.32K
|
17
$1.29K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 17.02% |
$1.11K - $1.24K
|
110
$8.36K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13New |
$903 - $1.01K
|
13
$988
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
10New |
$694 - $777
|
10
$760
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
9+ 0.08% |
$625 - $699
|
11.2K
$852K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
9+ 0.26% |
$625 - $699
|
3.47K
$264K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
8+ 0.16% |
$556 - $621
|
5.12K
$389K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 13.73% |
$486 - $544
|
58
$4.41K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5+ 0.14% |
$347 - $388
|
3.46K
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.51% |
$278 - $311
|
785
$59.7K
|