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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.74K+ 20.55% |
$565K - $620K
|
45.4K
$2.43M
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.63KNew |
$557K - $611K
|
7.63K
$409K
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
7.62KNew |
$556K - $610K
|
7.62K
$408K
|
|
Oct 27, 2021
Q3 2021
|
Groesbeck Investment Management Corp
|
BUY
|
- |
7.59KNew |
$554K - $607K
|
7.59K
$407K
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.43K+ 8.72% |
$542K - $595K
|
92.6K
$4.96M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.39K+ 1.78% |
$539K - $591K
|
422K
$22.6M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.21K+ 82.36% |
$526K - $577K
|
16K
$855K
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
7.15K+ 1270.52% |
$522K - $573K
|
7.72K
$414K
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
6.77K+ 28.3% |
$494K - $542K
|
30.7K
$1.64M
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.76K+ 17.11% |
$494K - $541K
|
46.3K
$2.48M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.74K+ 4.28% |
$492K - $539K
|
164K
$8.8M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
6.69K+ 24.95% |
$489K - $536K
|
33.5K
$1.8M
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.59K+ 8.02% |
$481K - $528K
|
88.8K
$4.76M
|
|
Oct 18, 2021
Q3 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
6.59K+ 5.13% |
$481K - $527K
|
135K
$7.24M
|
|
Nov 15, 2021
Q3 2021
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
6.49K+ 70.22% |
$474K - $519K
|
15.7K
$843K
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.45K+ 8.38% |
$471K - $517K
|
83.5K
$4.47M
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
BUY
|
- |
6.45K+ 3.86% |
$471K - $516K
|
173K
$9.3M
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.27K+ 42.93% |
$458K - $502K
|
20.9K
$1.12M
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
6.16K+ 5.94% |
$450K - $493K
|
110K
$5.88M
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
6.14K+ 23.99% |
$449K - $492K
|
31.7K
$1.7M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.09K+ 47.27% |
$444K - $487K
|
19K
$1.02M
|
|
Nov 03, 2021
Q3 2021
|
Dupont Capital Management Corp
|
BUY
|
- |
5.86K+ 40.94% |
$428K - $469K
|
20.2K
$1.08M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
5.7K+ 22.81% |
$416K - $456K
|
30.7K
$1.64M
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
5.7K+ 31.54% |
$416K - $456K
|
23.8K
$1.27M
|
|
Oct 21, 2021
Q3 2021
|
Sciencast Management LP
|
BUY
|
- |
5.64K+ 19.68% |
$412K - $451K
|
34.3K
$1.84M
|
|
Nov 04, 2021
Q3 2021
|
Toews Corp
|
BUY
|
- |
5.6KNew |
$409K - $448K
|
5.6K
$300K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
5.42K+ 0.78% |
$396K - $434K
|
705K
$37.8M
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
5.32KNew |
$388K - $426K
|
5.32K
$285K
|
|
Nov 03, 2021
Q3 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
5.3K+ 5.69% |
$387K - $424K
|
98.5K
$5.28M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.28K+ 20.07% |
$386K - $423K
|
31.6K
$1.69M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.18K+ 0.93% |
$378K - $415K
|
564K
$30.2M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.04K+ 698.89% |
$368K - $403K
|
5.76K
$309K
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
4.79K+ 104.13% |
$350K - $384K
|
9.39K
$503K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.77K+ 5.84% |
$348K - $382K
|
86.5K
$4.63M
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.71K+ 10.16% |
$344K - $377K
|
51.1K
$2.74M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.58K+ 4.07% |
$334K - $367K
|
117K
$6.28M
|
|
Nov 12, 2021
Q3 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
4.36KNew |
$319K - $349K
|
4.36K
$234K
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
4.35K+ 78.62% |
$318K - $348K
|
9.88K
$530K
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
4.31K+ 64.14% |
$315K - $345K
|
11K
$591K
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.31KNew |
$314K - $345K
|
4.31K
$231K
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.14K+ 39.66% |
$302K - $331K
|
14.6K
$781K
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.13KNew |
$302K - $331K
|
4.13K
$221K
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
BUY
|
- |
4.12K+ 53.58% |
$301K - $330K
|
11.8K
$633K
|
|
Nov 16, 2021
Q3 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
4.09K+ 5.72% |
$298K - $327K
|
75.5K
$4.05M
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.93K+ 21.43% |
$287K - $315K
|
22.3K
$1.19M
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.92K+ 40.97% |
$286K - $313K
|
13.5K
$722K
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.8KNew |
$278K - $304K
|
3.8K
$204K
|
|
Oct 27, 2021
Q3 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
3.75K+ 10.45% |
$274K - $300K
|
39.6K
$2.12M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.7K+ 10.95% |
$270K - $296K
|
37.5K
$2.01M
|
|
Nov 10, 2021
Q3 2021
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
3.7K+ 2.04% |
$270K - $296K
|
185K
$9.93M
|