Purchases and Sales Made in Q1 2025 in Allegion PLC (ALLE)
This table provides information about the institutional ownership of Allegion PLC (ALLE) during Q1 2025. The information is specifically focused on institutions that hold shares of Allegion plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
35+ 10.94% |
$4.33K - $4.74K
|
355
$53.3K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
34New |
$4.21K - $4.61K
|
34
$5.1K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
33+ 0.16% |
$4.09K - $4.47K
|
20.3K
$3.05M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
33New |
$4.09K - $4.47K
|
33
$4.95K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30+ 176.47% |
$3.71K - $4.07K
|
47
$7.05K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.82% |
$3.59K - $3.93K
|
3.57K
$536K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
29+ 15.34% |
$3.59K - $3.93K
|
218
$32.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
28New |
$3.47K - $3.79K
|
28
$4.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
28+ 0.23% |
$3.47K - $3.79K
|
12.2K
$1.83M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
27+ 8.49% |
$3.34K - $3.66K
|
345
$51.8K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
26+ 30.95% |
$3.22K - $3.52K
|
110
$16.5K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
26New |
$3.22K - $3.52K
|
26
$3.9K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 3.7% |
$3.09K - $3.39K
|
700
$105K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
25+ 1.23% |
$3.09K - $3.39K
|
2.06K
$309K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
24+ 8.22% |
$2.97K - $3.25K
|
316
$47.4K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
23+ 0.84% |
$2.85K - $3.12K
|
2.75K
$412K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
21New |
$2.6K - $2.85K
|
21
$3.15K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
17+ 0.13% |
$2.1K - $2.3K
|
13.6K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15+ 0.11% |
$1.86K - $2.03K
|
14.1K
$2.12M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
15+ 150.0% |
$1.86K - $2.03K
|
25
$3.75K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
12+ 3.97% |
$1.49K - $1.63K
|
314
$47.1K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 35.29% |
$1.49K - $1.63K
|
46
$6.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
12+ 30.77% |
$1.49K - $1.63K
|
51
$7.65K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
10New |
$1.24K - $1.36K
|
10
$1.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 11.9% |
$1.24K - $1.36K
|
94
$14.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
10+ 0.26% |
$1.24K - $1.36K
|
3.86K
$578K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.56% |
$990 - $1.08K
|
1.45K
$217K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8New |
$990 - $1.08K
|
8
$1.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7+ 116.67% |
$867 - $949
|
13
$1.95K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7+ 100.0% |
$867 - $949
|
14
$2.1K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6+ 0.44% |
$743 - $813
|
1.38K
$207K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 15.0% |
$743 - $813
|
46
$6.9K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5+ 0.88% |
$619 - $678
|
571
$85.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4+ 0.15% |
$495 - $542
|
2.62K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4New |
$495 - $542
|
4
$600
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3+ 0.01% |
$371 - $407
|
32.6K
$4.89M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 9.38% |
$371 - $407
|
35
$5.25K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3New |
$371 - $407
|
3
$450
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3New |
$371 - $407
|
3
$450
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.39% |
$248 - $271
|
518
$77.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 14.29% |
$248 - $271
|
16
$2.4K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2+ 0.11% |
$248 - $271
|
1.77K
$266K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$248 - $271
|
2
$300
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 50.0% |
$248 - $271
|
6
$900
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
1New |
$124 - $136
|
1
$150
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.64% |
$124 - $136
|
62
$9.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 6.25% |
$124 - $136
|
17
$2.55K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1New |
$124 - $136
|
1
$150
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$124 - $136
|
1
$150
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
1+ 33.33% |
$124 - $136
|
4
$600
|