Purchases and Sales Made in Q1 2023 in Algonquin Power & Utilities Corp. (AQN)
This table provides information about the institutional ownership of Algonquin Power & Utilities Corp. (AQN) during Q1 2023. The information is specifically focused on institutions that hold shares of ALGONQUIN POWER & UTILITIES CORP..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
189New |
$1.26K - $1.62K
|
189
$1.09K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
160+ 54.79% |
$1.07K - $1.37K
|
452
$2.62K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
157New |
$1.05K - $1.35K
|
157
$909
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
125+ 1388.89% |
$833 - $1.07K
|
134
$776
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
62+ 0.12% |
$413 - $532
|
51.7K
$299K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
52New |
$346 - $446
|
52
$301
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
23+ 17.04% |
$153 - $197
|
158
$915
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20New |
$133 - $172
|
20
$116
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
12+ 0.07% |
$79.9 - $103
|
17.6K
$102K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 7.14% |
$6.66 - $8.58
|
15
$86.9
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-15- 4.41% |
$99.9 - $129
|
325
$1.88K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-23- 0.1% |
$153 - $197
|
22.1K
$128K
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-142- 6.66% |
$946 - $1.22K
|
1.99K
$11.5K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-157- 2.16% |
$1.05K - $1.35K
|
7.12K
$41.2K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-245- 2.39% |
$1.63K - $2.1K
|
10K
$57.9K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-256- 29.66% |
$1.7K - $2.2K
|
607
$3.51K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-400- 44.44% |
$2.66K - $3.43K
|
500
$2.9K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-500- 1.28% |
$3.33K - $4.29K
|
38.5K
$223K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-605- 5.38% |
$4.03K - $5.19K
|
10.6K
$61.6K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-859- 18.64% |
$5.72K - $7.37K
|
3.75K
$21.7K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-885- 2.04% |
$5.89K - $7.59K
|
42.4K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-900- 0.46% |
$5.99K - $7.72K
|
196K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-1.16K- 5.02% |
$7.75K - $9.99K
|
22K
$127K
|
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.2K- 1.04% |
$7.99K - $10.3K
|
114K
$663K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-1.4K- 72.35% |
$9.32K - $12K
|
535
$3.1K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.5K- 10.0% |
$9.99K - $12.9K
|
13.5K
$78.2K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.69K- 3.07% |
$11.3K - $14.5K
|
53.3K
$309K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-2.04K- 4.54% |
$13.6K - $17.5K
|
42.9K
$249K
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-2.06K- 5.2% |
$13.7K - $17.7K
|
37.5K
$217K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.37K- 17.12% |
$15.8K - $20.3K
|
11.5K
$66.3K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.4KClosed |
$16K - $20.6K
|
0
$0
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.44K- 12.25% |
$16.2K - $20.9K
|
17.5K
$101K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.59K- 41.76% |
$17.2K - $22.2K
|
3.61K
$20.9K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.15K- 3.05% |
$21K - $27.1K
|
100K
$581K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.3K- 0.19% |
$22K - $28.3K
|
1.7M
$9.85M
|
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-3.33K- 10.6% |
$22.2K - $28.6K
|
28.1K
$163K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-4.3K- 8.71% |
$28.6K - $36.9K
|
45.1K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-4.33K- 4.55% |
$28.8K - $37.2K
|
90.8K
$526K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.14K- 10.44% |
$47.6K - $61.3K
|
61.2K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.26K- 24.54% |
$48.4K - $62.3K
|
22.3K
$129K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.19K- 26.58% |
$61.2K - $78.9K
|
25.4K
$147K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-9.31K- 38.09% |
$62K - $79.8K
|
15.1K
$87.6K
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
SELL
|
- |
-11.4K- 22.41% |
$75.7K - $97.5K
|
39.3K
$228K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-12.5K- 13.64% |
$83.1K - $107K
|
79K
$457K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-14.2K- 57.26% |
$94.3K - $121K
|
10.6K
$61.2K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15K- 16.38% |
$100K - $129K
|
76.7K
$444K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.3K- 23.74% |
$102K - $132K
|
49.3K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-15.8K- 49.06% |
$105K - $136K
|
16.4K
$95.2K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.6K- 47.69% |
$111K - $142K
|
18.2K
$105K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-17.7K- 1.0% |
$118K - $152K
|
1.75M
$10.1M
|