Purchases and Sales Made in Q4 2023 in Agnc Investment Corp. (AGNC)
This table provides information about the institutional ownership of Agnc Investment Corp. (AGNC) during Q4 2023. The information is specifically focused on institutions that hold shares of AGNC Investment Corp..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
126+ 5.42% |
$874 - $1.28K
|
2.45K
$23.4K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
113+ 664.71% |
$784 - $1.14K
|
130
$1.24K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
107+ 12.3% |
$743 - $1.08K
|
977
$9.33K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
100New |
$694 - $1.01K
|
100
$955
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
99New |
$687 - $1K
|
99
$945
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
93+ 2.84% |
$645 - $942
|
3.37K
$32.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
90+ 0.25% |
$625 - $912
|
35.9K
$343K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
85+ 100.0% |
$590 - $861
|
170
$1.62K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
83+ 0.26% |
$576 - $841
|
32.1K
$307K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
68New |
$472 - $689
|
68
$649
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
56New |
$389 - $567
|
56
$535
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
52+ 4.12% |
$361 - $527
|
1.31K
$12.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40New |
$278 - $405
|
40
$382
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
29+ 3.09% |
$201 - $294
|
967
$9.23K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
28+ 0.23% |
$194 - $284
|
12K
$115K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
28+ 0.23% |
$194 - $284
|
12K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
26+ 6.84% |
$180 - $263
|
406
$3.88K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
22+ 4.09% |
$153 - $223
|
560
$5.35K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
21+ 2.32% |
$146 - $213
|
927
$8.85K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
8New |
$55.5 - $81
|
8
$76.4
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
5+ 2.01% |
$34.7 - $50.7
|
254
$2.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
4+ 3.92% |
$27.8 - $40.5
|
106
$1.01K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
4New |
$27.8 - $40.5
|
4
$38.2
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3New |
$20.8 - $30.4
|
3
$28.7
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 0.44% |
$20.8 - $30.4
|
681
$6.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1New |
$6.94 - $10.1
|
1
$9.55
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-24Closed |
$167 - $243
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-24- 40.68% |
$167 - $243
|
35
$334
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-28- 0.11% |
$194 - $284
|
26.1K
$249K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-53- 0.18% |
$368 - $537
|
29.2K
$279K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-88- 1.84% |
$611 - $891
|
4.69K
$44.8K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-100- 0.82% |
$694 - $1.01K
|
12.2K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-122- 0.04% |
$847 - $1.24K
|
278K
$2.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-185- 37.68% |
$1.28K - $1.87K
|
306
$2.92K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-193- 0.11% |
$1.34K - $1.96K
|
169K
$1.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-206- 1.05% |
$1.43K - $2.09K
|
19.4K
$185K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-246- 1.77% |
$1.71K - $2.49K
|
13.6K
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-253- 2.1% |
$1.76K - $2.56K
|
11.8K
$113K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-256- 35.21% |
$1.78K - $2.59K
|
471
$4.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-258- 0.16% |
$1.79K - $2.61K
|
164K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-260- 1.65% |
$1.8K - $2.63K
|
15.5K
$148K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-261- 17.35% |
$1.81K - $2.64K
|
1.24K
$11.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-310- 0.54% |
$2.15K - $3.14K
|
57K
$545K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-325- 2.7% |
$2.26K - $3.29K
|
11.7K
$112K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-350- 3.48% |
$2.43K - $3.55K
|
9.7K
$92.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-356- 63.23% |
$2.47K - $3.61K
|
207
$1.98K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-371- 8.13% |
$2.57K - $3.76K
|
4.19K
$40K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-483- 3.55% |
$3.35K - $4.89K
|
13.1K
$125K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-550- 1.39% |
$3.82K - $5.57K
|
39.2K
$374K
|