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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
2.43K+ 5.49% |
$117K - $142K
|
46.6K
$2.45M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.4K+ 31.43% |
$115K - $141K
|
10K
$528K
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2.39K+ 45.21% |
$115K - $140K
|
7.69K
$405K
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.35K+ 21.83% |
$113K - $137K
|
13.1K
$689K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.32K+ 24.29% |
$112K - $136K
|
11.9K
$626K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.32K+ 5.53% |
$111K - $135K
|
44.2K
$2.32M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.32K+ 44.15% |
$111K - $135K
|
7.56K
$398K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.3K+ 12.01% |
$110K - $135K
|
21.4K
$1.13M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.27K+ 32.24% |
$109K - $133K
|
9.33K
$491K
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
2.27K+ 1.51% |
$109K - $133K
|
152K
$8M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.22K+ 24.8% |
$106K - $130K
|
11.2K
$587K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.18K+ 5.78% |
$105K - $127K
|
39.8K
$2.1M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.16K+ 4.82% |
$104K - $127K
|
47.1K
$2.48M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.15K+ 2.33% |
$103K - $126K
|
94.4K
$4.97M
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
2.14K+ 1.87% |
$103K - $125K
|
116K
$6.12M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.08K+ 1.48% |
$99.7K - $122K
|
143K
$7.52M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.05K+ 66.08% |
$98.5K - $120K
|
5.16K
$271K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.02K+ 7.3% |
$97.2K - $118K
|
29.8K
$1.57M
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.02K+ 11.99% |
$96.8K - $118K
|
18.8K
$991K
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.01K+ 29.83% |
$96.5K - $118K
|
8.74K
$460K
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2K+ 10.83% |
$96K - $117K
|
20.5K
$1.08M
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
2K+ 82.47% |
$96K - $117K
|
4.43K
$233K
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.98K+ 26.6% |
$95.1K - $116K
|
9.42K
$496K
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
1.9K+ 2.98% |
$91K - $111K
|
65.4K
$3.44M
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.89K+ 19.53% |
$90.5K - $110K
|
11.5K
$607K
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.88K+ 22.31% |
$90.2K - $110K
|
10.3K
$542K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.76KNew |
$84.4K - $103K
|
1.76K
$92.5K
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.72K+ 3.12% |
$82.7K - $101K
|
56.9K
$2.99M
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.69K+ 6.04% |
$80.9K - $98.7K
|
29.6K
$1.56M
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.68K+ 12.83% |
$80.8K - $98.5K
|
14.8K
$779K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.68K+ 39.42% |
$80.6K - $98.2K
|
5.94K
$312K
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
1.67K+ 31.8% |
$80.1K - $97.7K
|
6.92K
$364K
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.67K+ 19.99% |
$80K - $97.6K
|
10K
$527K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.62K+ 16.65% |
$77.8K - $94.9K
|
11.4K
$598K
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.6K+ 15.85% |
$76.8K - $93.6K
|
11.7K
$615K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 2.22% |
$75K - $91.4K
|
71.9K
$3.78M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.52KNew |
$72.9K - $88.9K
|
1.52K
$79.9K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.51K+ 2.71% |
$72.6K - $88.6K
|
57.4K
$3.02M
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.49K+ 3.49% |
$71.4K - $87.1K
|
44.1K
$2.32M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.47K+ 19.09% |
$70.6K - $86K
|
9.17K
$483K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.46K+ 8.66% |
$70K - $85.3K
|
18.3K
$962K
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.43K+ 27.8% |
$68.4K - $83.4K
|
6.55K
$345K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.41K+ 12.16% |
$67.8K - $82.6K
|
13K
$685K
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 16.82% |
$66.5K - $81.1K
|
9.62K
$506K
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.34K+ 17.16% |
$64.5K - $78.7K
|
9.18K
$483K
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.34K+ 4.53% |
$64.1K - $78.2K
|
30.9K
$1.62M
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.32K+ 10.07% |
$63.5K - $77.4K
|
14.5K
$761K
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.32K+ 12.94% |
$63.2K - $77K
|
11.5K
$604K
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.29K+ 9.02% |
$61.7K - $75.2K
|
15.5K
$817K
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.27KNew |
$61.1K - $74.5K
|
1.27K
$66.9K
|