Latest Institutional Transactions on Dominion Energy, Inc (D)

D Quotes by TradingView

This table provides information on the latest institutional transactions involving Dominion Energy, Inc (D) 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
Jan 27, 2023 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
481
+ 19.97%
$35.3K - $42.5K
2.89K $155K
Jan 03, 2023 Q2 2022
Gray Wealth Management Inc.

Bangor, ME
SELL
 -
-2.42K
Closed
$178K - $214K
0 $0
Dec 01, 2022 Q2 2022
Mufg Americas Holdings Corp

BUY
 -
864
+ 533.33%
$63.4K - $76.4K
1.03K $55K
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
SELL
 -
-31
Closed
$2.28K - $2.74K
0 $0
Aug 17, 2022 Q2 2022
Physicians Financial Services, Inc.

Raleigh, NC
SELL
 -
-4.99K
Closed
$367K - $441K
0 $0
Aug 16, 2022 Q2 2022
Chilton Investment CO Inc.

Stamford, CT
SELL
 -
-2.44K
Closed
$179K - $216K
0 $0
Aug 15, 2022 Q2 2022
Hite Hedge Asset Management LLC

Quincy, MA
BUY
 -
128K
New
$9.41M - $11.3M
128K $6.87M
Aug 15, 2022 Q2 2022
Affinity Wealth Management LLC

Wilmington, DE
SELL
 -
-2.42K
Closed
$178K - $214K
0 $0
Aug 15, 2022 Q2 2022
Quadrant Private Wealth Management, LLC

Bethlehem, PA
SELL
 -
-2.55K
Closed
$187K - $225K
0 $0
Aug 15, 2022 Q2 2022
Uniplan Investment Counsel, Inc.

Union Grove, WI
BUY
 -
30.7K
New
$2.25M - $2.71M
30.7K $1.64M
Aug 15, 2022 Q2 2022
Blue Crest Capital Management LTD

St Helier, Y9
SELL
 PUT
-10K
Closed
$734K - $884K
0 $0
Aug 15, 2022 Q2 2022
Gyon Technologies Capital Management, LP

Denville, NJ
SELL
 -
-566
- 11.59%
$41.6K - $50K
4.32K $231K
Aug 15, 2022 Q2 2022
Bruderman Asset Management, LLC

Locust Valley, NY
BUY
 -
18
+ 0.15%
$1.32K - $1.59K
11.8K $631K
Aug 15, 2022 Q2 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-242
Closed
$17.8K - $21.4K
0 $0
Aug 15, 2022 Q2 2022
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-87
- 3.03%
$6.39K - $7.69K
2.78K $149K
Aug 15, 2022 Q2 2022
Siena Capital LLC

Cincinnati, OH
SELL
 -
-42
- 18.42%
$3.08K - $3.71K
186 $9.97K
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
17.9K
+ 91.57%
$1.32M - $1.58M
37.5K $2.01M
Aug 15, 2022 Q2 2022
Wintrust Investments LLC

Chicago, IL
SELL
 -
-2.37K
Closed
$174K - $209K
0 $0
Aug 15, 2022 Q2 2022
Aquatic Capital Management LLC

Chicago, IL
SELL
 -
-3K
- 63.83%
$220K - $265K
1.7K $91.1K
Aug 15, 2022 Q2 2022
Court Place Advisors, LLC

Ellicott City, MD
SELL
 -
-2.49K
Closed
$182K - $220K
0 $0
Aug 15, 2022 Q2 2022
Covalis Capital LLP

London, X0
BUY
 -
13.7K
+ 26.92%
$1.01M - $1.21M
64.7K $3.47M
Aug 15, 2022 Q2 2022
Maven Securities LTD

St Helier, Y9
BUY
 PUT
6.8K
New
$499K - $601K
6.8K $364K
Aug 12, 2022 Q2 2022
Aafmaa Wealth Management & Trust LLC

SELL
 -
-10.3K
Closed
$758K - $912K
0 $0
Aug 12, 2022 Q2 2022
Wellington Shields & Co., LLC

New York, NY
SELL
 -
-2.8K
Closed
$205K - $247K
0 $0
Aug 12, 2022 Q2 2022
Pitcairn CO

Jenkintown, PA
SELL
 -
-11
- 0.39%
$808 - $972
2.78K $149K
Aug 12, 2022 Q2 2022
Pin Oak Investment Advisors Inc

Houston, TX
SELL
 -
-100
Closed
$7.34K - $8.84K
0 $0
Aug 12, 2022 Q2 2022
Natixis Investment Managers International

Paris, I0
BUY
 -
413
+ 2.04%
$30.3K - $36.5K
20.7K $1.11M
Aug 12, 2022 Q2 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-9.52K
Closed
$699K - $842K
0 $0
Aug 12, 2022 Q2 2022
Sculptor Capital LP

New York, NY
SELL
 PUT
-100K
Closed
$7.34M - $8.84M
0 $0
Aug 12, 2022 Q2 2022
Northeast Financial Consultants Inc

Westport, CT
SELL
 -
-2.6K
Closed
$191K - $230K
0 $0
Aug 12, 2022 Q2 2022
Fayez Sarofim & CO

Houston, TX
SELL
 -
-354
- 10.44%
$26K - $31.3K
3.04K $163K
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-4
- 0.15%
$294 - $354
2.73K $146K
Aug 12, 2022 Q2 2022
Constitution Capital LLC

Shelton, CT
BUY
 -
5.55K
New
$407K - $491K
5.55K $297K
Aug 12, 2022 Q2 2022
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-2.37K
Closed
$174K - $209K
0 $0
Aug 12, 2022 Q2 2022
Corient Capital Partners, LLC

Newport Beach, CA
SELL
 -
-337
- 0.54%
$24.7K - $29.8K
61.8K $3.31M
Aug 12, 2022 Q2 2022
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
3.02K
New
$222K - $267K
3.02K $162K
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
0
Closed
$0 - $0
0 $0
Aug 12, 2022 Q2 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
27
+ 0.99%
$1.98K - $2.39K
2.76K $148K
Aug 12, 2022 Q2 2022
Agf Investments LLC

Boston, MA
BUY
 -
1.78K
New
$130K - $157K
1.78K $95.2K
Aug 11, 2022 Q2 2022
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-17
Closed
$1.25K - $1.5K
0 $0
Aug 11, 2022 Q2 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
411
New
$30.2K - $36.3K
411 $22K
Aug 11, 2022 Q2 2022
Rossmore Private Capital

Glastonbury, CT
SELL
 -
-2.43K
Closed
$179K - $215K
0 $0
Aug 11, 2022 Q2 2022
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-318
Closed
$23.3K - $28.1K
0 $0
Aug 11, 2022 Q2 2022
De Burlo Group Inc

Boston, MA
BUY
 -
5.5K
New
$404K - $486K
5.5K $295K
Aug 11, 2022 Q2 2022
Advisor Partners LLC

Walnut Creek, CA
BUY
 -
359
+ 1.69%
$26.4K - $31.7K
21.6K $1.16M
Aug 11, 2022 Q2 2022
Icapital Wealth LLC

Walnut Creek, CA
SELL
 -
-52
Closed
$3.82K - $4.6K
0 $0
Aug 11, 2022 Q2 2022
Barrow Hanley Mewhinney & Strauss LLC

Dallas, TX
SELL
 -
-33.5K
Closed
$2.46M - $2.96M
0 $0
Aug 11, 2022 Q2 2022
Cutler Capital Management, LLC

Worcester, MA
BUY
 -
33.5K
+ 130.52%
$2.46M - $2.96M
59.1K $3.17M
Aug 11, 2022 Q2 2022
Bar Harbor Trust Services

Ellsworth, ME
SELL
 -
-2.37K
Closed
$174K - $210K
0 $0

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