Purchases and Sales Made in Q1 2025 in Atmos Energy Corp (ATO)
This table provides information about the institutional ownership of Atmos Energy Corp (ATO) during Q1 2025. The information is specifically focused on institutions that hold shares of ATMOS ENERGY CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
32+ 0.21% |
$4.37K - $4.95K
|
15.1K
$2.35M
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
31+ 0.16% |
$4.23K - $4.79K
|
19.6K
$3.04M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
29+ 1.93% |
$3.96K - $4.48K
|
1.53K
$238K
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
28+ 0.99% |
$3.82K - $4.33K
|
2.85K
$443K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
28+ 20.9% |
$3.82K - $4.33K
|
162
$25.2K
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
25New |
$3.41K - $3.86K
|
25
$3.88K
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
25+ 0.3% |
$3.41K - $3.86K
|
8.33K
$1.29M
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
24+ 25.26% |
$3.28K - $3.71K
|
119
$18.5K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
22+ 0.31% |
$3K - $3.4K
|
7.2K
$1.12M
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
20+ 0.85% |
$2.73K - $3.09K
|
2.39K
$370K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
20+ 1.19% |
$2.73K - $3.09K
|
1.7K
$265K
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
19New |
$2.59K - $2.94K
|
19
$2.95K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
18+ 12.77% |
$2.46K - $2.78K
|
159
$24.7K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
16+ 0.17% |
$2.18K - $2.47K
|
9.51K
$1.48M
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
15+ 0.59% |
$2.05K - $2.32K
|
2.56K
$398K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
14+ 19.18% |
$1.91K - $2.16K
|
87
$13.5K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14+ 0.15% |
$1.91K - $2.16K
|
9.41K
$1.46M
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
14+ 29.17% |
$1.91K - $2.16K
|
62
$9.63K
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
14+ 0.15% |
$1.91K - $2.16K
|
9.35K
$1.45M
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
14+ 0.87% |
$1.91K - $2.16K
|
1.62K
$251K
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
14+ 0.75% |
$1.91K - $2.16K
|
1.89K
$293K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
13+ 650.0% |
$1.77K - $2.01K
|
15
$2.33K
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
12+ 0.58% |
$1.64K - $1.85K
|
2.08K
$322K
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
12+ 0.21% |
$1.64K - $1.85K
|
5.61K
$871K
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12+ 92.31% |
$1.64K - $1.85K
|
25
$3.88K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
12New |
$1.64K - $1.85K
|
12
$1.86K
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
11+ 0.24% |
$1.5K - $1.7K
|
4.63K
$719K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
10+ 0.63% |
$1.37K - $1.55K
|
1.6K
$249K
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
10+ 2.29% |
$1.37K - $1.55K
|
446
$69.3K
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
10New |
$1.37K - $1.55K
|
10
$1.55K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 225.0% |
$1.23K - $1.39K
|
13
$2.02K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9New |
$1.23K - $1.39K
|
9
$1.4K
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
8+ 0.54% |
$1.09K - $1.24K
|
1.48K
$230K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 11.43% |
$1.09K - $1.24K
|
78
$12.1K
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7New |
$956 - $1.08K
|
7
$1.09K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
7New |
$956 - $1.08K
|
7
$1.09K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 140.0% |
$956 - $1.08K
|
12
$1.86K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7+ 5.04% |
$956 - $1.08K
|
146
$22.7K
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
6+ 0.29% |
$819 - $927
|
2.11K
$328K
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
6New |
$819 - $927
|
6
$932
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
6+ 200.0% |
$819 - $927
|
9
$1.4K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$683 - $773
|
5
$776
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 55.56% |
$683 - $773
|
14
$2.17K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5+ 0.24% |
$683 - $773
|
2.13K
$330K
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5New |
$683 - $773
|
5
$776
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4New |
$546 - $618
|
4
$621
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 16.0% |
$546 - $618
|
29
$4.5K
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
3+ 0.53% |
$410 - $464
|
572
$88.8K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3New |
$410 - $464
|
3
$466
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3+ 0.07% |
$410 - $464
|
4.17K
$647K
|