Latest Institutional Transactions on Dominion Energy, Inc (D)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2019
Q3 2019
|
Exane Asset Management
|
SELL
|
- |
-32.5KClosed |
$2.42M - $2.64M
|
0
$0
|
|
|
Oct 24, 2019
Q3 2019
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-8.32KClosed |
$618K - $674K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Cohen Klingenstein LLC
|
BUY
|
- |
13K+ 228.07% |
$966K - $1.05M
|
18.7K
$984K
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-200Closed |
$14.9K - $16.2K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Fcf Advisors LLC
|
SELL
|
- |
-14.1KClosed |
$1.05M - $1.14M
|
0
$0
|
|
|
Oct 07, 2019
Q3 2019
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-5.83KClosed |
$433K - $473K
|
0
$0
|
|
|
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-650Closed |
$48.3K - $52.7K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Oct 15, 2019
Q2 2019
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.62KClosed |
$339K - $366K
|
0
$0
|
|
|
Aug 15, 2019
Q2 2019
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-408Closed |
$29.9K - $32.3K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Strategy Asset Managers LLC
|
SELL
|
- |
-250Closed |
$18.3K - $19.8K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Harfst & Associates, Inc.
|
SELL
|
- |
-3.07KClosed |
$225K - $243K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-680Closed |
$49.9K - $53.9K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
350+ 70.0% |
$25.7K - $27.7K
|
850
$44.7K
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.68KClosed |
$123K - $133K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-857Closed |
$62.8K - $67.9K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-25KClosed |
$1.83M - $1.98M
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Mcdaniel Terry & CO
|
SELL
|
- |
-9.06KClosed |
$664K - $718K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Becker Capital Management Inc
|
SELL
|
- |
-7.59KClosed |
$556K - $601K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-2.65KClosed |
$195K - $210K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Brave Asset Management Inc
|
SELL
|
- |
-3.21KClosed |
$235K - $254K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Bell Rock Capital LLC
|
SELL
|
- |
-740Closed |
$54.2K - $58.6K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-144Closed |
$10.6K - $11.4K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-200Closed |
$14.7K - $15.8K
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-3.05KClosed |
$224K - $242K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1KClosed |
$73.3K - $79.2K
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-700- 18.19% |
$51.3K - $55.5K
|
3.15K
$166K
|
|
|
Jul 16, 2019
Q2 2019
|
Wendell David Associates Inc
|
SELL
|
- |
-2.8KClosed |
$205K - $222K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-2.72KClosed |
$199K - $216K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-60Closed |
$4.08K - $4.62K
|
0
$0
|
|
|
May 16, 2019
Q1 2019
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-80- 13.79% |
$5.44K - $6.16K
|
500
$26.3K
|
|
|
May 15, 2019
Q1 2019
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-44Closed |
$2.99K - $3.39K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-147KClosed |
$10M - $11.4M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-800Closed |
$54.4K - $61.6K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
CALL |
-400KClosed |
$27.2M - $30.8M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
267New |
$18.1K - $20.6K
|
267
$14.1K
|
|
|
May 15, 2019
Q1 2019
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-10.8KClosed |
$734K - $832K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-6.56KClosed |
$446K - $505K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
One68 Global Capital, LLC
New York, NY |
SELL
|
- |
-40KClosed |
$2.72M - $3.08M
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-23.9KClosed |
$1.63M - $1.84M
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-3.44KClosed |
$234K - $265K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-682Closed |
$46.4K - $52.5K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-4.06KClosed |
$276K - $313K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-3.55KClosed |
$241K - $273K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
234+ 4.46% |
$15.9K - $18K
|
5.48K
$289K
|
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
4.61KNew |
$313K - $355K
|
4.61K
$242K
|
|
|
Apr 24, 2019
Q1 2019
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-167KClosed |
$11.4M - $12.9M
|
0
$0
|
|
|
Apr 18, 2019
Q1 2019
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.28KNew |
$86.7K - $98.2K
|
1.28K
$67.1K
|
|
|
Apr 17, 2019
Q1 2019
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3.23KNew |
$220K - $249K
|
3.23K
$170K
|
|
| Q4 2018 | |||||||
|
Jan 29, 2020
Q4 2018
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
CALL |
200New |
$14K - $15.4K
|
200
$10.5K
|
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-1.34KClosed |
$93.8K - $103K
|
0
$0
|
|