Purchases and Sales Made in Q3 2021 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q3 2021. The information is specifically focused on institutions that hold shares of DOMINION ENERGY, INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
108+ 0.34% |
$7.89K - $8.65K
|
31.9K
$1.68M
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
108+ 2160.0% |
$7.89K - $8.65K
|
113
$5.95K
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
105New |
$7.67K - $8.41K
|
105
$5.53K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
105+ 4.16% |
$7.67K - $8.41K
|
2.63K
$139K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
105New |
$7.67K - $8.41K
|
105
$5.53K
|
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
104+ 0.36% |
$7.59K - $8.33K
|
29K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
102+ 78.46% |
$7.45K - $8.17K
|
232
$12.2K
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
100+ 1.25% |
$7.3K - $8.01K
|
8.08K
$425K
|
|
|
Nov 12, 2021
Q3 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
94+ 0.12% |
$6.86K - $7.52K
|
75.3K
$3.96M
|
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
BUY
|
- |
92+ 0.39% |
$6.72K - $7.36K
|
23.5K
$1.24M
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
92New |
$6.72K - $7.36K
|
92
$4.84K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
88New |
$6.43K - $7.04K
|
88
$4.63K
|
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
87+ 13.57% |
$6.35K - $6.96K
|
728
$38.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
84+ 2.67% |
$6.13K - $6.72K
|
3.23K
$170K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
83New |
$6.06K - $6.64K
|
83
$4.37K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
80+ 1.64% |
$5.84K - $6.4K
|
4.95K
$261K
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
79+ 0.74% |
$5.77K - $6.32K
|
10.8K
$566K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
79+ 0.88% |
$5.77K - $6.32K
|
9.02K
$475K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
79+ 69.3% |
$5.77K - $6.32K
|
193
$10.2K
|
|
|
Nov 08, 2021
Q3 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
78+ 2.62% |
$5.7K - $6.24K
|
3.06K
$161K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
75+ 1.24% |
$5.48K - $6K
|
6.13K
$323K
|
|
|
Nov 09, 2021
Q3 2021
|
Crossvault Capital Management LLC
|
BUY
|
- |
75+ 0.21% |
$5.48K - $6K
|
36.5K
$1.92M
|
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
BUY
|
- |
73+ 2.11% |
$5.33K - $5.84K
|
3.53K
$186K
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
73+ 0.21% |
$5.33K - $5.84K
|
35.2K
$1.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
72+ 2.49% |
$5.26K - $5.76K
|
2.97K
$156K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
72+ 16.36% |
$5.26K - $5.76K
|
512
$26.9K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
72+ 3.09% |
$5.26K - $5.76K
|
2.4K
$126K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
70+ 5.73% |
$5.11K - $5.6K
|
1.29K
$67.9K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
70+ 5.6% |
$5.11K - $5.6K
|
1.32K
$69.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Sawgrass Asset Management LLC
|
BUY
|
- |
70+ 1.53% |
$5.11K - $5.6K
|
4.65K
$245K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
69+ 3.47% |
$5.04K - $5.52K
|
2.06K
$108K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
69+ 3.82% |
$5.04K - $5.52K
|
1.88K
$98.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
69+ 1.06% |
$5.04K - $5.52K
|
6.58K
$346K
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
66+ 0.84% |
$4.82K - $5.28K
|
7.91K
$416K
|
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
66+ 2.2% |
$4.82K - $5.28K
|
3.07K
$162K
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
63+ 0.24% |
$4.6K - $5.04K
|
25.8K
$1.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
61New |
$4.45K - $4.88K
|
61
$3.21K
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
60+ 0.44% |
$4.38K - $4.8K
|
13.6K
$714K
|
|
|
Oct 22, 2021
Q3 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
60+ 0.32% |
$4.38K - $4.8K
|
18.7K
$982K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
58+ 0.26% |
$4.24K - $4.64K
|
22.8K
$1.2M
|
|
|
Oct 08, 2021
Q3 2021
|
Hall Capital Management CO Inc
|
BUY
|
- |
55+ 0.28% |
$4.02K - $4.4K
|
19.8K
$1.04M
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
53+ 1.31% |
$3.87K - $4.24K
|
4.09K
$215K
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
50+ 1.0% |
$3.65K - $4K
|
5.06K
$267K
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
50+ 24.88% |
$3.65K - $4K
|
251
$13.2K
|
|
|
Oct 21, 2021
Q3 2021
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
49+ 1.65% |
$3.58K - $3.92K
|
3.02K
$159K
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
BUY
|
- |
48+ 0.84% |
$3.5K - $3.84K
|
5.76K
$303K
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
48+ 0.56% |
$3.5K - $3.84K
|
8.63K
$454K
|
|
|
Nov 15, 2021
Q3 2021
|
Nicholas Company, Inc.
|
BUY
|
- |
45+ 0.05% |
$3.29K - $3.6K
|
82K
$4.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
44+ 2.21% |
$3.21K - $3.52K
|
2.04K
$107K
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
43+ 0.86% |
$3.14K - $3.44K
|
5.03K
$265K
|