Purchases and Sales Made in Q1 2023 in Avangrid, Inc. (AGR)
This table provides information about the institutional ownership of Avangrid, Inc. (AGR) during Q1 2023. The information is specifically focused on institutions that hold shares of Avangrid, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
92+ 93.88% |
$3.45K - $4.1K
|
190
$6.84K
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
90+ 1.22% |
$3.38K - $4.01K
|
7.48K
$269K
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
89+ 1.27% |
$3.34K - $3.97K
|
7.12K
$257K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
75+ 136.36% |
$2.81K - $3.34K
|
130
$4.68K
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
64+ 23.36% |
$2.4K - $2.85K
|
338
$12.2K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
56+ 0.74% |
$2.1K - $2.5K
|
7.6K
$274K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
37+ 2.97% |
$1.39K - $1.65K
|
1.28K
$46.2K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
33+ 4.48% |
$1.24K - $1.47K
|
769
$27.7K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
14+ 93.33% |
$525 - $624
|
29
$1.04K
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$413 - $490
|
11
$396
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9+ 0.14% |
$338 - $401
|
6.45K
$232K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 1.01% |
$225 - $267
|
600
$21.6K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5+ 0.96% |
$188 - $223
|
526
$18.9K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.04% |
$113 - $134
|
7.97K
$287K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 30.0% |
$113 - $134
|
13
$468
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3+ 0.2% |
$113 - $134
|
1.47K
$52.8K
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2+ 7.69% |
$75.1 - $89.1
|
28
$1.01K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 9.09% |
$37.5 - $44.6
|
10
$360
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 33.33% |
$37.5 - $44.6
|
2
$72
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 11.11% |
$37.5 - $44.6
|
8
$288
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2- 1.05% |
$75.1 - $89.1
|
189
$6.81K
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-2- 0.22% |
$75.1 - $89.1
|
909
$32.7K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-4- 1.56% |
$150 - $178
|
252
$9.08K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-8- 29.63% |
$300 - $356
|
19
$684
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-9- 2.08% |
$338 - $401
|
423
$15.2K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-11- 42.31% |
$413 - $490
|
15
$540
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-16- 2.19% |
$600 - $713
|
713
$25.7K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 42.0% |
$788 - $936
|
29
$1.04K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-24- 2.41% |
$901 - $1.07K
|
971
$35K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-26- 22.61% |
$976 - $1.16K
|
89
$3.21K
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-35- 0.34% |
$1.31K - $1.56K
|
10.3K
$371K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-40- 0.66% |
$1.5K - $1.78K
|
6.06K
$218K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-40- 0.66% |
$1.5K - $1.78K
|
6.06K
$218K
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-54- 13.78% |
$2.03K - $2.41K
|
338
$12.2K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-68- 18.23% |
$2.55K - $3.03K
|
305
$11K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-86- 40.57% |
$3.23K - $3.83K
|
126
$4.54K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-95- 44.19% |
$3.57K - $4.23K
|
120
$4.32K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-112- 5.36% |
$4.2K - $4.99K
|
1.98K
$71.2K
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-129- 0.46% |
$4.84K - $5.75K
|
28K
$1.01M
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-138- 43.81% |
$5.18K - $6.15K
|
177
$6.38K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-160Closed |
$6K - $7.13K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-162- 2.32% |
$6.08K - $7.22K
|
6.81K
$245K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-185- 5.57% |
$6.94K - $8.24K
|
3.13K
$113K
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-215- 2.32% |
$8.07K - $9.58K
|
9.04K
$326K
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-236- 1.31% |
$8.86K - $10.5K
|
17.8K
$640K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-237- 11.73% |
$8.89K - $10.6K
|
1.78K
$64.3K
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-256- 2.97% |
$9.61K - $11.4K
|
8.37K
$301K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-270- 6.66% |
$10.1K - $12K
|
3.78K
$136K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-298- 20.81% |
$11.2K - $13.3K
|
1.13K
$40.8K
|