Latest Institutional Purchases of Dominion Energy, Inc (D)
This list provides information on the latest institutional transactions involving Dominion Energy, Inc (D) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
279+ 0.16% |
$13.4K - $16.3K
|
178K
$9.52M
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
BUY
|
- |
275+ 5.32% |
$13.2K - $16.1K
|
5.44K
$292K
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
271+ 6.11% |
$13K - $15.9K
|
4.7K
$252K
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
267+ 32.01% |
$12.8K - $15.6K
|
1.1K
$59K
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
258+ 3.5% |
$12.4K - $15.1K
|
7.64K
$409K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
254New |
$12.2K - $14.9K
|
254
$13.6K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
253+ 1.34% |
$12.1K - $14.8K
|
19.1K
$1.03M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
253+ 2.63% |
$12.1K - $14.8K
|
9.89K
$530K
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
235+ 1.7% |
$11.3K - $13.8K
|
14.1K
$755K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
233+ 2.91% |
$11.2K - $13.6K
|
8.23K
$441K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
230+ 1.32% |
$11K - $13.5K
|
17.6K
$946K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
220+ 5.31% |
$10.6K - $12.9K
|
4.36K
$234K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
220+ 4.84% |
$10.6K - $12.9K
|
4.77K
$256K
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
211+ 1.29% |
$10.1K - $12.3K
|
16.6K
$887K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
211+ 0.28% |
$10.1K - $12.3K
|
74.7K
$4M
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
210+ 7.83% |
$10.1K - $12.3K
|
2.89K
$155K
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
209+ 3.87% |
$10K - $12.2K
|
5.61K
$301K
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
208+ 0.62% |
$9.99K - $12.2K
|
33.7K
$1.8M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
204+ 1.82% |
$9.79K - $11.9K
|
11.4K
$613K
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
204+ 1.19% |
$9.79K - $11.9K
|
17.3K
$928K
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
203+ 3.42% |
$9.75K - $11.9K
|
6.13K
$329K
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
202+ 2.83% |
$9.7K - $11.8K
|
7.34K
$394K
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
200New |
$9.6K - $11.7K
|
200
$10.7K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
200+ 277.78% |
$9.6K - $11.7K
|
272
$14.6K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
200+ 3.5% |
$9.6K - $11.7K
|
5.92K
$317K
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
199+ 2.67% |
$9.55K - $11.6K
|
7.64K
$409K
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
195+ 2.57% |
$9.36K - $11.4K
|
7.79K
$417K
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
175+ 35.0% |
$8.4K - $10.2K
|
675
$36.2K
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
175+ 9.89% |
$8.4K - $10.2K
|
1.95K
$104K
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
173+ 2.45% |
$8.31K - $10.1K
|
7.22K
$387K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
172+ 2.13% |
$8.26K - $10.1K
|
8.24K
$441K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
169New |
$8.11K - $9.89K
|
169
$9.06K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
159New |
$7.63K - $9.31K
|
159
$8.52K
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
155+ 0.3% |
$7.44K - $9.07K
|
51.8K
$2.78M
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
148+ 2.05% |
$7.11K - $8.66K
|
7.36K
$395K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
137+ 3.08% |
$6.58K - $8.02K
|
4.59K
$246K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
136+ 3.01% |
$6.53K - $7.96K
|
4.66K
$250K
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
135+ 2.98% |
$6.48K - $7.9K
|
4.67K
$250K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
132+ 0.25% |
$6.34K - $7.73K
|
52.2K
$2.8M
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
128+ 0.86% |
$6.15K - $7.49K
|
15K
$802K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
121+ 4.74% |
$5.81K - $7.08K
|
2.67K
$143K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
119+ 0.51% |
$5.71K - $6.97K
|
23.3K
$1.25M
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
119+ 1.03% |
$5.71K - $6.97K
|
11.7K
$629K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
116+ 37.54% |
$5.57K - $6.79K
|
425
$22.8K
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
116+ 2.35% |
$5.57K - $6.79K
|
5.05K
$271K
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
103+ 2.98% |
$4.95K - $6.03K
|
3.56K
$191K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
103+ 0.96% |
$4.95K - $6.03K
|
10.9K
$582K
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
101+ 0.85% |
$4.85K - $5.91K
|
12K
$643K
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100+ 0.16% |
$4.8K - $5.85K
|
61.4K
$3.29M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
100New |
$4.8K - $5.85K
|
100
$5.36K
|