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 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-39Closed |
$2.85K - $3.12K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-40- 0.6% |
$2.92K - $3.2K
|
6.6K
$348K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-43- 0.22% |
$3.14K - $3.44K
|
19.4K
$1.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-44- 19.38% |
$3.21K - $3.52K
|
183
$9.63K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-45- 9.89% |
$3.29K - $3.6K
|
410
$21.6K
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-45- 0.49% |
$3.29K - $3.6K
|
9.16K
$482K
|
|
|
Oct 22, 2021
Q3 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-49Closed |
$3.58K - $3.92K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-49- 1.29% |
$3.58K - $3.92K
|
3.74K
$197K
|
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
SELL
|
- |
-50- 1.37% |
$3.65K - $4K
|
3.61K
$190K
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
SELL
|
- |
-50- 0.98% |
$3.65K - $4K
|
5.03K
$265K
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-50- 0.21% |
$3.65K - $4K
|
23.7K
$1.25M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-50Closed |
$3.65K - $4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-50- 1.95% |
$3.65K - $4K
|
2.51K
$132K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-52- 1.29% |
$3.8K - $4.16K
|
3.97K
$209K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
SELL
|
- |
-53- 0.92% |
$3.87K - $4.24K
|
5.72K
$301K
|
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
SELL
|
- |
-54- 0.45% |
$3.94K - $4.32K
|
12K
$634K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-55- 1.39% |
$4.02K - $4.4K
|
3.9K
$205K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-58- 16.76% |
$4.24K - $4.64K
|
288
$15.2K
|
|
|
Oct 18, 2021
Q3 2021
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-60- 1.2% |
$4.38K - $4.8K
|
4.96K
$261K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-62- 1.28% |
$4.53K - $4.96K
|
4.76K
$251K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-63- 2.12% |
$4.6K - $5.04K
|
2.91K
$153K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-65- 1.75% |
$4.75K - $5.2K
|
3.64K
$192K
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-69- 1.01% |
$5.04K - $5.52K
|
6.74K
$355K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-72- 3.06% |
$5.26K - $5.76K
|
2.28K
$120K
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-75- 3.12% |
$5.48K - $6K
|
2.33K
$122K
|
|
|
Oct 28, 2021
Q3 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-75- 0.83% |
$5.48K - $6K
|
8.91K
$469K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-75- 0.97% |
$5.48K - $6K
|
7.66K
$403K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
SELL
|
- |
-78- 0.18% |
$5.7K - $6.24K
|
42.4K
$2.23M
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-81- 1.14% |
$5.91K - $6.48K
|
7.05K
$371K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-83- 2.08% |
$6.06K - $6.64K
|
3.91K
$206K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-85- 0.07% |
$6.21K - $6.8K
|
124K
$6.55M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-86- 1.52% |
$6.28K - $6.88K
|
5.58K
$294K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-88- 1.43% |
$6.43K - $7.04K
|
6.06K
$319K
|
|
|
Nov 03, 2021
Q3 2021
|
Sawyer & Company, Inc
|
SELL
|
- |
-90- 1.59% |
$6.57K - $7.2K
|
5.56K
$293K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-90- 1.17% |
$6.57K - $7.2K
|
7.58K
$399K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-91- 3.18% |
$6.64K - $7.28K
|
2.78K
$146K
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-92- 0.73% |
$6.72K - $7.36K
|
12.5K
$660K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-93- 0.46% |
$6.79K - $7.44K
|
20K
$1.05M
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-94- 0.63% |
$6.86K - $7.52K
|
14.8K
$778K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-95- 17.3% |
$6.94K - $7.6K
|
454
$23.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-95- 1.32% |
$6.94K - $7.6K
|
7.08K
$372K
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-97- 3.21% |
$7.08K - $7.76K
|
2.92K
$154K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-97- 1.48% |
$7.08K - $7.76K
|
6.47K
$341K
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-97- 3.13% |
$7.08K - $7.76K
|
3.01K
$158K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-100- 2.44% |
$7.3K - $8.01K
|
4K
$211K
|
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
SELL
|
- |
-100- 2.4% |
$7.3K - $8.01K
|
4.07K
$214K
|
|
|
Oct 07, 2021
Q3 2021
|
Vera Bank, N.A.
|
SELL
|
- |
-100- 0.99% |
$7.3K - $8.01K
|
9.96K
$524K
|
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
SELL
|
- |
-100- 1.28% |
$7.3K - $8.01K
|
7.69K
$405K
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-100- 2.91% |
$7.3K - $8.01K
|
3.33K
$175K
|
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-100- 1.11% |
$7.3K - $8.01K
|
8.87K
$467K
|