Latest Institutional Transactions on Avangrid, Inc. (AGR)
This table provides information on the latest institutional transactions involving Avangrid, Inc. (AGR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
56.2KNew |
$2.11M - $2.5M
|
56.2K
$2.01M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
243+ 2.53% |
$9.12K - $10.8K
|
9.83K
$352K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
463KNew |
$17.4M - $20.6M
|
463K
$16.6M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-8.87K- 48.85% |
$333K - $395K
|
9.29K
$332K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.25KNew |
$235K - $279K
|
6.25K
$224K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 33.33% |
$37.5 - $44.6
|
2
$71.6
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 30.0% |
$113 - $134
|
13
$465
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-11- 42.31% |
$413 - $490
|
15
$537
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-366Closed |
$13.7K - $16.3K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
34New |
$1.32K - $1.49K
|
34
$1.22K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
250New |
$9.69K - $10.9K
|
250
$8.95K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-9- 32.14% |
$349 - $394
|
19
$680
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-978- 1.22% |
$37.9K - $42.8K
|
79.1K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-431- 7.94% |
$16.7K - $18.9K
|
5K
$179K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-3.1K- 8.81% |
$120K - $136K
|
32.1K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
40.7KNew |
$1.58M - $1.78M
|
40.7K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.7KNew |
$260K - $293K
|
6.7K
$240K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
95New |
$3.68K - $4.16K
|
95
$3.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
5.71K+ 2.01% |
$221K - $250K
|
290K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
160New |
$6.2K - $7K
|
160
$5.72K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
93New |
$3.6K - $4.07K
|
93
$3.33K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
67New |
$2.6K - $2.93K
|
67
$2.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4New |
$155 - $175
|
4
$143
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
166New |
$6.43K - $7.27K
|
166
$5.94K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-140- 10.57% |
$5.42K - $6.13K
|
1.19K
$42.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Aviva PLC
|
BUY
|
- |
1.39K+ 16.89% |
$53.8K - $60.8K
|
9.62K
$344K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
420New |
$16.3K - $18.4K
|
420
$15K
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-5.24K- 26.12% |
$203K - $229K
|
14.8K
$530K
|
|
|
Feb 07, 2023
Q4 2022
|
Arnhold LLC
|
BUY
|
- |
4.72KNew |
$183K - $207K
|
4.72K
$169K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-32- 53.33% |
$1.24K - $1.4K
|
28
$1K
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
4.79KNew |
$186K - $210K
|
4.79K
$171K
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-200- 4.01% |
$7.75K - $8.75K
|
4.79K
$171K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
300New |
$11.6K - $13.1K
|
300
$10.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
300+ 2.75% |
$11.6K - $13.1K
|
11.2K
$401K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-422- 4.07% |
$16.3K - $18.5K
|
9.96K
$356K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
11New |
$426 - $481
|
11
$394
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4+ 0.08% |
$155 - $175
|
4.84K
$173K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.4KNew |
$440K - $498K
|
11.4K
$407K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
23+ 0.47% |
$891 - $1.01K
|
4.91K
$176K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
5New |
$194 - $219
|
5
$179
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
12New |
$465 - $525
|
12
$429
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
88New |
$3.41K - $3.85K
|
88
$3.15K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-968- 14.57% |
$40.4K - $50K
|
5.68K
$203K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-18- 0.32% |
$751 - $929
|
5.62K
$201K
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
333New |
$13.9K - $17.2K
|
333
$11.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
16KNew |
$669K - $829K
|
16K
$574K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-22- 64.71% |
$917 - $1.14K
|
12
$429
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.94KNew |
$206K - $255K
|
4.94K
$177K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
20.4K+ 341.3% |
$853K - $1.06M
|
26.4K
$946K
|
|