Purchases and Sales Made in Q4 2023 in Atmos Energy Corp (ATO)
This table provides information about the institutional ownership of Atmos Energy Corp (ATO) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
89New |
$9.15K - $10.4K
|
89
$13.8K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
84+ 72.41% |
$8.63K - $9.82K
|
200
$31.1K
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
82+ 0.46% |
$8.43K - $9.58K
|
17.9K
$2.78M
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
80New |
$8.22K - $9.35K
|
80
$12.4K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
79+ 12.72% |
$8.12K - $9.23K
|
700
$109K
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
62+ 1.2% |
$6.37K - $7.24K
|
5.24K
$813K
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
60+ 0.23% |
$6.17K - $7.01K
|
26K
$4.04M
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
60+ 0.3% |
$6.17K - $7.01K
|
20.3K
$3.15M
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
51+ 27.87% |
$5.24K - $5.96K
|
234
$36.3K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
48New |
$4.93K - $5.61K
|
48
$7.45K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
43+ 2150.0% |
$4.42K - $5.02K
|
45
$6.99K
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
42+ 1.18% |
$4.32K - $4.91K
|
3.6K
$559K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
41+ 14.44% |
$4.21K - $4.79K
|
325
$50.5K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
41+ 82.0% |
$4.21K - $4.79K
|
91
$14.1K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
38+ 1.29% |
$3.9K - $4.44K
|
2.99K
$464K
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
38+ 0.3% |
$3.9K - $4.44K
|
12.7K
$1.97M
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
37+ 0.83% |
$3.8K - $4.32K
|
4.5K
$699K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
36+ 0.35% |
$3.7K - $4.21K
|
10.4K
$1.61M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
34New |
$3.49K - $3.97K
|
34
$5.28K
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
34+ 0.94% |
$3.49K - $3.97K
|
3.67K
$569K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
31New |
$3.19K - $3.62K
|
31
$4.81K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
31New |
$3.19K - $3.62K
|
31
$4.81K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
29New |
$2.98K - $3.39K
|
29
$4.5K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
27New |
$2.77K - $3.15K
|
27
$4.19K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
20+ 2.04% |
$2.06K - $2.34K
|
1K
$155K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
19New |
$1.95K - $2.22K
|
19
$2.95K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
19+ 0.7% |
$1.95K - $2.22K
|
2.72K
$422K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
18New |
$1.85K - $2.1K
|
18
$2.79K
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
17+ 6.85% |
$1.75K - $1.99K
|
265
$41.1K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
17New |
$1.75K - $1.99K
|
17
$2.64K
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
17+ 0.63% |
$1.75K - $1.99K
|
2.73K
$424K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
17+ 6.85% |
$1.75K - $1.99K
|
265
$41.1K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 7.94% |
$1.75K - $1.99K
|
231
$35.9K
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
16+ 0.58% |
$1.64K - $1.87K
|
2.77K
$430K
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
15+ 0.64% |
$1.54K - $1.75K
|
2.36K
$366K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
15New |
$1.54K - $1.75K
|
15
$2.33K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
15+ 0.32% |
$1.54K - $1.75K
|
4.7K
$730K
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
14+ 0.04% |
$1.44K - $1.64K
|
34.5K
$5.36M
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
14+ 14.74% |
$1.44K - $1.64K
|
109
$16.9K
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
14+ 0.7% |
$1.44K - $1.64K
|
2.01K
$312K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
12+ 5.13% |
$1.23K - $1.4K
|
246
$38.2K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
12+ 0.41% |
$1.23K - $1.4K
|
2.94K
$456K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
12New |
$1.23K - $1.4K
|
12
$1.86K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 47.62% |
$1.03K - $1.17K
|
31
$4.81K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
10+ 1.9% |
$1.03K - $1.17K
|
536
$83.2K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
9New |
$925 - $1.05K
|
9
$1.4K
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.32% |
$719 - $818
|
2.2K
$342K
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6New |
$617 - $701
|
6
$932
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
5+ 0.02% |
$514 - $584
|
21K
$3.26M
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 22.73% |
$514 - $584
|
27
$4.19K
|