Purchases and Sales Made in Q3 2023 in Allstate Corp (ALL)
This table provides information about the institutional ownership of Allstate Corp (ALL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
80+ 3.27% |
$8.09K - $9.22K
|
2.53K
$497K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
77+ 1.33% |
$7.79K - $8.87K
|
5.88K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
74+ 2.31% |
$7.49K - $8.53K
|
3.28K
$645K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
71+ 5.51% |
$7.18K - $8.18K
|
1.36K
$268K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
71+ 2.04% |
$7.18K - $8.18K
|
3.55K
$699K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
67+ 1.15% |
$6.78K - $7.72K
|
5.88K
$1.16M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
61+ 2.79% |
$6.17K - $7.03K
|
2.25K
$443K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
61+ 2.24% |
$6.17K - $7.03K
|
2.78K
$548K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
61+ 0.57% |
$6.17K - $7.03K
|
10.9K
$2.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
61+ 3.29% |
$6.17K - $7.03K
|
1.92K
$377K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
60+ 2.94% |
$6.07K - $6.91K
|
2.1K
$413K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
60+ 260.87% |
$6.07K - $6.91K
|
83
$16.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
59+ 2.95% |
$5.97K - $6.8K
|
2.06K
$406K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
58+ 75.32% |
$5.87K - $6.68K
|
135
$26.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
57+ 1.05% |
$5.77K - $6.57K
|
5.46K
$1.08M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
55+ 1.15% |
$5.56K - $6.34K
|
4.82K
$950K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
50+ 1.83% |
$5.06K - $5.76K
|
2.78K
$548K
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
48+ 1.42% |
$4.86K - $5.53K
|
3.43K
$675K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
48+ 0.96% |
$4.86K - $5.53K
|
5.05K
$994K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47+ 3.5% |
$4.76K - $5.42K
|
1.39K
$273K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
41+ 0.82% |
$4.15K - $4.72K
|
5.01K
$987K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
40New |
$4.05K - $4.61K
|
40
$7.88K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
40+ 2.92% |
$4.05K - $4.61K
|
1.41K
$278K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 0.48% |
$3.44K - $3.92K
|
7.19K
$1.41M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.48% |
$3.34K - $3.8K
|
2.27K
$447K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
33+ 0.33% |
$3.34K - $3.8K
|
10.1K
$1.98M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
33+ 0.33% |
$3.34K - $3.8K
|
10.1K
$1.98M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
31+ 0.65% |
$3.14K - $3.57K
|
4.83K
$951K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
30+ 0.88% |
$3.04K - $3.46K
|
3.43K
$675K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
30+ 0.59% |
$3.04K - $3.46K
|
5.09K
$1M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
30+ 0.91% |
$3.04K - $3.46K
|
3.34K
$657K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
30+ 0.8% |
$3.04K - $3.46K
|
3.77K
$742K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
30+ 1.97% |
$3.04K - $3.46K
|
1.55K
$306K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
28New |
$2.83K - $3.23K
|
28
$5.51K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
26+ 0.26% |
$2.63K - $3K
|
10.1K
$1.99M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
24+ 0.79% |
$2.43K - $2.77K
|
3.04K
$599K
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
BUY
|
- |
23+ 0.14% |
$2.33K - $2.65K
|
16.7K
$3.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
21+ 0.13% |
$2.12K - $2.42K
|
16.4K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
21+ 0.61% |
$2.12K - $2.42K
|
3.47K
$683K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
20+ 1.01% |
$2.02K - $2.3K
|
2K
$395K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
20+ 1.22% |
$2.02K - $2.3K
|
1.66K
$326K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18+ 0.19% |
$1.82K - $2.07K
|
9.41K
$1.85M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
18+ 0.9% |
$1.82K - $2.07K
|
2.02K
$398K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
18+ 0.26% |
$1.82K - $2.07K
|
7.02K
$1.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
18+ 0.41% |
$1.82K - $2.07K
|
4.36K
$858K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.63% |
$1.62K - $1.84K
|
2.57K
$506K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
15+ 0.72% |
$1.52K - $1.73K
|
2.11K
$416K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14+ 70.0% |
$1.42K - $1.61K
|
34
$6.69K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
13+ 0.81% |
$1.32K - $1.5K
|
1.62K
$319K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 2.89% |
$1.11K - $1.27K
|
392
$77.2K
|