Purchases and Sales Made in Q2 2023 in Allstate Corp (ALL)
This table provides information about the institutional ownership of Allstate Corp (ALL) during Q2 2023. The information is specifically focused on institutions that hold shares of ALLSTATE CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
15+ 0.44% |
$1.61K - $1.79K
|
3.45K
$666K
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
14+ 0.52% |
$1.51K - $1.67K
|
2.71K
$523K
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
14+ 5.65% |
$1.51K - $1.67K
|
262
$50.6K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12New |
$1.29K - $1.43K
|
12
$2.32K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12+ 16.0% |
$1.29K - $1.43K
|
87
$16.8K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
11+ 0.06% |
$1.18K - $1.31K
|
19K
$3.67M
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
11+ 0.69% |
$1.18K - $1.31K
|
1.61K
$310K
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.81% |
$968 - $1.07K
|
1.12K
$216K
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
9+ 0.13% |
$968 - $1.07K
|
7.17K
$1.38M
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
8+ 0.44% |
$860 - $952
|
1.84K
$355K
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
8+ 0.11% |
$860 - $952
|
7.41K
$1.43M
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
7+ 0.18% |
$753 - $833
|
3.92K
$757K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
6New |
$645 - $714
|
6
$1.16K
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 1.14% |
$645 - $714
|
531
$102K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 0.33% |
$645 - $714
|
1.84K
$355K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5+ 0.17% |
$538 - $595
|
2.88K
$556K
|
|
Aug 08, 2023
Q2 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
5+ 0.19% |
$538 - $595
|
2.62K
$506K
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5+ 0.4% |
$538 - $595
|
1.26K
$243K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.38% |
$430 - $476
|
1.05K
$203K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 16.67% |
$430 - $476
|
28
$5.4K
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
4+ 0.93% |
$430 - $476
|
432
$83.4K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 10.53% |
$430 - $476
|
42
$8.11K
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 0.49% |
$323 - $357
|
614
$119K
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 0.49% |
$323 - $357
|
614
$119K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3+ 0.43% |
$323 - $357
|
693
$134K
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3+ 0.06% |
$323 - $357
|
4.72K
$912K
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
3+ 0.1% |
$323 - $357
|
3.14K
$607K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3+ 0.13% |
$323 - $357
|
2.38K
$459K
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.12% |
$323 - $357
|
2.55K
$493K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2+ 0.04% |
$215 - $238
|
5.19K
$1M
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2+ 3.39% |
$215 - $238
|
61
$11.8K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.17% |
$108 - $119
|
577
$111K
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 1.56% |
$108 - $119
|
65
$12.5K
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.76% |
$108 - $119
|
133
$25.7K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.07% |
$108 - $119
|
1.48K
$286K
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.03% |
$108 - $119
|
3.78K
$729K
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.57% |
$108 - $119
|
177
$34.2K
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.45% |
$108 - $119
|
225
$43.4K
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.04% |
$108 - $119
|
2.37K
$457K
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1+ 0.01% |
$108 - $119
|
11.3K
$2.18M
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.99% |
$108 - $119
|
102
$19.7K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.2% |
$108 - $119
|
513
$99K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.31% |
$108 - $119
|
324
$62.5K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 33.33% |
$215 - $238
|
4
$772
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3- 0.09% |
$323 - $357
|
3.33K
$643K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.22% |
$323 - $357
|
1.34K
$259K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3- 0.7% |
$323 - $357
|
427
$82.4K
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-4- 0.13% |
$430 - $476
|
3.12K
$602K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4- 0.05% |
$430 - $476
|
7.34K
$1.42M
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6- 6.9% |
$645 - $714
|
81
$15.6K
|