Latest Institutional Transactions on Algonquin Power & Utilities Corp. (AQN)
This table provides information on the latest institutional transactions involving Algonquin Power & Utilities Corp. (AQN) 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
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1KNew |
$6.66K - $8.58K
|
1K
$4.82K
|
|
May 05, 2023
Q1 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-50K- 25.0% |
$333K - $429K
|
150K
$723K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
189New |
$1.26K - $1.62K
|
189
$911
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.5K- 10.0% |
$9.99K - $12.9K
|
13.5K
$65.1K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
157New |
$1.05K - $1.35K
|
157
$757
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
23+ 17.04% |
$153 - $197
|
158
$762
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
PUT |
-100- 33.33% |
$666 - $858
|
200
$964
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-1.4K- 72.35% |
$9.32K - $12K
|
535
$2.58K
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
83.1K+ 202.95% |
$553K - $713K
|
124K
$598K
|
|
Apr 27, 2023
Q1 2023
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
153KNew |
$1.02M - $1.31M
|
153K
$738K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20New |
$133 - $172
|
20
$96.4
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-15- 4.41% |
$99.9 - $129
|
325
$1.57K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
10.5KNew |
$69.9K - $90.1K
|
10.5K
$50.6K
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-23- 0.1% |
$153 - $197
|
22.1K
$107K
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2.69M- 100.0% |
$17.9M - $23.1M
|
47
$227
|
|
Q4 2022 | |||||||
Oct 07, 2024
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
174KNew |
$1.13M - $2.04M
|
174K
$836K
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
8KNew |
$52.1K - $94.2K
|
8K
$38.6K
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-154KClosed |
$1M - $1.82M
|
0
$0
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.7K- 85.81% |
$115K - $208K
|
2.92K
$14.1K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.5KNew |
$9.77K - $17.7K
|
1.5K
$7.23K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-9.83K- 18.43% |
$64K - $116K
|
43.5K
$210K
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1KNew |
$6.51K - $11.8K
|
1K
$4.82K
|
|
Feb 14, 2023
Q4 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
BUY
|
- |
34.4K+ 65.08% |
$224K - $405K
|
87.2K
$421K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2KNew |
$13K - $23.5K
|
2K
$9.64K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-545- 1.74% |
$3.55K - $6.41K
|
30.8K
$148K
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-81.5K- 70.75% |
$531K - $959K
|
33.7K
$162K
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-102K- 19.3% |
$662K - $1.2M
|
425K
$2.05M
|
|
Feb 14, 2023
Q4 2022
|
Sourcerock Group LLC
Denver, CO |
BUY
|
- |
40KNew |
$260K - $471K
|
40K
$193K
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
92.3K+ 853.81% |
$601K - $1.09M
|
103K
$497K
|
|
Feb 14, 2023
Q4 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.35MNew |
$8.78M - $15.9M
|
1.35M
$6.5M
|
|
Feb 14, 2023
Q4 2022
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
982KNew |
$6.4M - $11.6M
|
982K
$4.74M
|
|
Feb 14, 2023
Q4 2022
|
Covalis Capital LLP
London, X0 |
BUY
|
- |
966KNew |
$6.29M - $11.4M
|
966K
$4.66M
|
|
Feb 14, 2023
Q4 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
23.2KNew |
$151K - $273K
|
23.2K
$112K
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
169KNew |
$1.1M - $1.99M
|
169K
$815K
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
937New |
$6.1K - $11K
|
937
$4.52K
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-423K- 70.42% |
$2.75M - $4.98M
|
178K
$856K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
2.16K+ 7.34% |
$14.1K - $25.4K
|
31.6K
$152K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.94K- 20.16% |
$38.7K - $70K
|
23.5K
$113K
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-134K- 23.73% |
$873K - $1.58M
|
431K
$2.08M
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
44.4KNew |
$289K - $522K
|
44.4K
$214K
|
|
Feb 10, 2023
Q4 2022
|
Heronetta Management, L.P.
|
SELL
|
- |
-93K- 36.47% |
$605K - $1.09M
|
162K
$781K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-23K- 68.4% |
$150K - $271K
|
10.6K
$51.2K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
62.7K+ 90.99% |
$408K - $738K
|
132K
$634K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.53KNew |
$9.96K - $18K
|
1.53K
$7.37K
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
SELL
|
- |
-950- 7.84% |
$6.18K - $11.2K
|
11.2K
$53.8K
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-8K- 16.8% |
$52.1K - $94.2K
|
39.6K
$191K
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
25K+ 100.0% |
$163K - $294K
|
50K
$241K
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-147K- 94.38% |
$957K - $1.73M
|
8.75K
$42.2K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.56K- 29.69% |
$62.2K - $113K
|
22.6K
$109K
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
100New |
$651 - $1.18K
|
100
$482
|