Purchases and Sales Made in Q4 2022 in Algonquin Power & Utilities Corp. (AQN)
This table provides information about the institutional ownership of Algonquin Power & Utilities Corp. (AQN) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
35+ 35.0% |
$228 - $412
|
135
$690
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14New |
$91.1 - $165
|
14
$71.5
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8+ 0.05% |
$52.1 - $94.2
|
17.6K
$89.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1New |
$6.51 - $11.8
|
1
$5.11
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-52- 32.5% |
$339 - $612
|
108
$552
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-74- 0.33% |
$482 - $871
|
22.1K
$113K
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-150- 0.38% |
$977 - $1.77K
|
39K
$199K
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-196- 0.9% |
$1.28K - $2.31K
|
21.5K
$110K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-199- 7.01% |
$1.3K - $2.34K
|
2.64K
$13.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-299- 97.08% |
$1.95K - $3.52K
|
9
$46
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-350- 1.17% |
$2.28K - $4.12K
|
29.6K
$151K
|
|
|
Jan 20, 2023
Q4 2022
|
Qv Investors Inc.
|
SELL
|
- |
-380- 0.28% |
$2.47K - $4.47K
|
135K
$688K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-545- 1.74% |
$3.55K - $6.41K
|
30.8K
$157K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-585- 53.92% |
$3.81K - $6.89K
|
500
$2.56K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-630- 29.49% |
$4.1K - $7.42K
|
1.51K
$7.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-647- 26.04% |
$4.21K - $7.62K
|
1.84K
$9.39K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-757- 1.07% |
$4.93K - $8.91K
|
69.7K
$356K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-930- 38.08% |
$6.05K - $10.9K
|
1.51K
$7.73K
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
SELL
|
- |
-950- 7.84% |
$6.18K - $11.2K
|
11.2K
$57.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.11K- 1.06% |
$7.22K - $13.1K
|
104K
$529K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.2K- 76.26% |
$7.78K - $14.1K
|
372
$1.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.22K- 80.21% |
$7.92K - $14.3K
|
300
$1.53K
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1.3K- 38.63% |
$8.46K - $15.3K
|
2.07K
$10.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.52K- 11.91% |
$9.9K - $17.9K
|
11.2K
$57.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.65K- 6.74% |
$10.7K - $19.4K
|
22.8K
$117K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2K- 2.84% |
$13K - $23.6K
|
68.4K
$349K
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4.73K- 0.28% |
$30.8K - $55.6K
|
1.7M
$8.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-4.8K- 29.09% |
$31.3K - $56.5K
|
11.7K
$59.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.94K- 20.16% |
$38.7K - $70K
|
23.5K
$120K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-6.8K- 27.2% |
$44.3K - $80K
|
18.2K
$93K
|
|
|
Jan 20, 2023
Q4 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-7K- 5.71% |
$45.6K - $82.4K
|
116K
$591K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.8K- 42.84% |
$50.8K - $91.8K
|
10.4K
$53.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-8K- 16.8% |
$52.1K - $94.2K
|
39.6K
$202K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-8.61K- 22.63% |
$56.1K - $101K
|
29.4K
$150K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.56K- 29.69% |
$62.2K - $113K
|
22.6K
$116K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-9.83K- 18.43% |
$64K - $116K
|
43.5K
$222K
|
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
SELL
|
- |
-9.88K- 16.3% |
$64.3K - $116K
|
50.7K
$259K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13.2K- 52.12% |
$86K - $155K
|
12.1K
$62K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-14.3K- 2.0% |
$92.9K - $168K
|
699K
$3.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.3K- 0.44% |
$93.1K - $168K
|
3.25M
$16.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-17.1K- 11.23% |
$111K - $201K
|
135K
$691K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.7K- 85.81% |
$115K - $208K
|
2.92K
$14.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-23K- 68.4% |
$150K - $271K
|
10.6K
$54.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-23K- 36.76% |
$150K - $271K
|
39.6K
$202K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-24.8K- 22.94% |
$162K - $292K
|
83.5K
$427K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-25.3K- 19.67% |
$165K - $298K
|
103K
$527K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-33.1K- 99.6% |
$216K - $390K
|
132
$675
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-34.1K- 31.02% |
$222K - $402K
|
75.9K
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-34.7K- 14.07% |
$226K - $408K
|
212K
$1.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-35.2K- 25.05% |
$229K - $414K
|
105K
$538K
|