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 10, 2021
Q3 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
43+ 1.3% |
$3.14K - $3.44K
|
3.34K
$176K
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
42+ 0.28% |
$3.07K - $3.36K
|
15.2K
$799K
|
|
|
Nov 15, 2021
Q3 2021
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
42+ 1.24% |
$3.07K - $3.36K
|
3.43K
$181K
|
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
BUY
|
- |
40+ 9.71% |
$2.92K - $3.2K
|
452
$23.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
38+ 0.97% |
$2.77K - $3.04K
|
3.94K
$207K
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
37+ 0.22% |
$2.7K - $2.96K
|
16.8K
$882K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
36+ 1.01% |
$2.63K - $2.88K
|
3.59K
$189K
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
35+ 2.23% |
$2.56K - $2.8K
|
1.6K
$84.3K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
35+ 10.39% |
$2.56K - $2.8K
|
372
$19.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
35New |
$2.56K - $2.8K
|
35
$1.84K
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
33+ 0.59% |
$2.41K - $2.64K
|
5.59K
$294K
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
33+ 0.15% |
$2.41K - $2.64K
|
22.6K
$1.19M
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
32+ 3.2% |
$2.34K - $2.56K
|
1.03K
$54.3K
|
|
|
Oct 22, 2021
Q3 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
31+ 0.83% |
$2.26K - $2.48K
|
3.78K
$199K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
31+ 4.2% |
$2.26K - $2.48K
|
769
$40.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31+ 1.08% |
$2.26K - $2.48K
|
2.91K
$153K
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
30+ 0.75% |
$2.19K - $2.4K
|
4.04K
$213K
|
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
BUY
|
- |
28+ 0.25% |
$2.04K - $2.24K
|
11.1K
$582K
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
28+ 0.47% |
$2.04K - $2.24K
|
5.99K
$315K
|
|
|
Oct 26, 2021
Q3 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
26+ 0.85% |
$1.9K - $2.08K
|
3.09K
$163K
|
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
24+ 0.78% |
$1.75K - $1.92K
|
3.12K
$164K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
22+ 0.28% |
$1.61K - $1.76K
|
7.75K
$408K
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
22+ 0.44% |
$1.61K - $1.76K
|
5K
$263K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
22+ 1.57% |
$1.61K - $1.76K
|
1.42K
$74.8K
|
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
21+ 0.12% |
$1.53K - $1.68K
|
17.5K
$919K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
18+ 0.84% |
$1.31K - $1.44K
|
2.16K
$114K
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
18+ 0.27% |
$1.31K - $1.44K
|
6.71K
$353K
|
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
16+ 0.36% |
$1.17K - $1.28K
|
4.4K
$232K
|
|
|
Oct 20, 2021
Q3 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
15+ 0.12% |
$1.1K - $1.2K
|
12.6K
$661K
|
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
14+ 0.5% |
$1.02K - $1.12K
|
2.82K
$148K
|
|
|
Nov 16, 2021
Q3 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
13+ 0.14% |
$949 - $1.04K
|
9.09K
$479K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12+ 0.25% |
$876 - $961
|
4.73K
$249K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 0.86% |
$876 - $961
|
1.41K
$74.4K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.79% |
$584 - $640
|
1.02K
$53.6K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
7+ 0.05% |
$511 - $560
|
14.9K
$784K
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7+ 0.53% |
$511 - $560
|
1.33K
$69.8K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6+ 0.04% |
$438 - $480
|
15K
$791K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
6+ 0.1% |
$438 - $480
|
5.96K
$314K
|
|
|
Oct 06, 2021
Q3 2021
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
5+ 0.17% |
$365 - $400
|
2.97K
$156K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5+ 0.15% |
$365 - $400
|
3.35K
$176K
|
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
BUY
|
- |
5+ 0.77% |
$365 - $400
|
652
$34.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.16% |
$365 - $400
|
3.18K
$168K
|
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5+ 0.91% |
$365 - $400
|
552
$29.1K
|
|
|
Oct 25, 2021
Q3 2021
|
Campbell Wealth Management
|
BUY
|
- |
4+ 0.04% |
$292 - $320
|
11.3K
$597K
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.52% |
$292 - $320
|
771
$40.6K
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4+ 0.12% |
$292 - $320
|
3.33K
$175K
|
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.09% |
$219 - $240
|
3.37K
$178K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.26% |
$219 - $240
|
1.14K
$59.9K
|
|
|
Oct 28, 2021
Q3 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
3+ 0.01% |
$219 - $240
|
22.5K
$1.18M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 1.1% |
$146 - $160
|
183
$9.63K
|