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
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.62K+ 16.11% |
$264K - $290K
|
26.1K
$1.37M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.61K+ 1.14% |
$264K - $289K
|
319K
$16.8M
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.53KNew |
$258K - $282K
|
3.53K
$186K
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
3.52K+ 43.91% |
$257K - $281K
|
11.5K
$606K
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.5KNew |
$255K - $280K
|
3.5K
$184K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
3.48K+ 9.51% |
$254K - $279K
|
40.1K
$2.11M
|
|
Nov 09, 2021
Q3 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.47K+ 5.2% |
$253K - $278K
|
70.2K
$3.69M
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.46K+ 17.73% |
$253K - $277K
|
23K
$1.21M
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
3.43K+ 88.69% |
$251K - $275K
|
7.31K
$385K
|
|
Oct 12, 2021
Q3 2021
|
Violich Capital Management, Inc.
|
BUY
|
- |
3.43K+ 18.31% |
$250K - $274K
|
22.1K
$1.16M
|
|
Nov 10, 2021
Q3 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.4K+ 4.25% |
$248K - $272K
|
83.5K
$4.4M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.36K+ 25.01% |
$246K - $269K
|
16.8K
$885K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
3.36K+ 179.42% |
$245K - $269K
|
5.23K
$275K
|
|
Nov 04, 2021
Q3 2021
|
Monarch Capital Management Inc
|
BUY
|
- |
3.35KNew |
$245K - $268K
|
3.35K
$177K
|
|
Nov 15, 2021
Q3 2021
|
Lsp Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.35KNew |
$245K - $268K
|
3.35K
$176K
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.34KNew |
$244K - $268K
|
3.34K
$176K
|
|
Nov 12, 2021
Q3 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
3.3KNew |
$241K - $264K
|
3.3K
$174K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.27K+ 1.59% |
$238K - $261K
|
208K
$11M
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.23K+ 3.3% |
$236K - $258K
|
101K
$5.31M
|
|
Feb 27, 2023
Q3 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
3.23K+ 18.14% |
$236K - $258K
|
21K
$1.11M
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.23K+ 3.5% |
$235K - $258K
|
95.5K
$5.02M
|
|
Nov 03, 2021
Q3 2021
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
3.18KNew |
$232K - $255K
|
3.18K
$167K
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
BUY
|
- |
3.16K+ 14.55% |
$231K - $253K
|
24.9K
$1.31M
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.15KNew |
$230K - $252K
|
3.15K
$166K
|
|
Nov 10, 2021
Q3 2021
|
Eliot Finkel Investment Counsel, LLC
|
BUY
|
- |
3.14K+ 7.71% |
$229K - $251K
|
43.9K
$2.31M
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.09K+ 15.84% |
$225K - $247K
|
22.6K
$1.19M
|
|
Nov 15, 2021
Q3 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.09K+ 70.43% |
$225K - $247K
|
7.47K
$393K
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
BUY
|
- |
3.07KNew |
$224K - $245K
|
3.07K
$161K
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.06KNew |
$224K - $245K
|
3.06K
$161K
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.03KNew |
$221K - $243K
|
3.03K
$159K
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.03KNew |
$221K - $242K
|
3.03K
$159K
|
|
Nov 02, 2021
Q3 2021
|
Chronos Wealth Management, LLC
|
BUY
|
- |
2.97K+ 9.88% |
$217K - $238K
|
33K
$1.74M
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
2.96K+ 10.24% |
$216K - $237K
|
31.8K
$1.67M
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.95K+ 4.92% |
$216K - $236K
|
62.9K
$3.31M
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.95KNew |
$216K - $236K
|
2.95K
$155K
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2.93KNew |
$214K - $235K
|
2.93K
$154K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
2.91K+ 3.17% |
$213K - $233K
|
94.7K
$4.98M
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.89KNew |
$211K - $231K
|
2.89K
$152K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.87K+ 34.82% |
$210K - $230K
|
11.1K
$585K
|
|
Nov 03, 2021
Q3 2021
|
Sepio Capital, LP
|
BUY
|
- |
2.85K+ 4.13% |
$208K - $228K
|
71.8K
$3.78M
|
|
Nov 03, 2021
Q3 2021
|
Everett Harris & CO
|
BUY
|
- |
2.82K+ 16.21% |
$206K - $226K
|
20.2K
$1.06M
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.79K+ 16.54% |
$204K - $223K
|
19.7K
$1.03M
|
|
Nov 08, 2021
Q3 2021
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
2.79K+ 4.54% |
$204K - $223K
|
64.2K
$3.38M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.78K+ 30.24% |
$203K - $223K
|
12K
$630K
|
|
Nov 08, 2021
Q3 2021
|
Sws Partners
|
BUY
|
- |
2.78K+ 12.63% |
$203K - $222K
|
24.8K
$1.3M
|
|
Nov 03, 2021
Q3 2021
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
2.76KNew |
$202K - $221K
|
2.76K
$145K
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
2.75K+ 4.45% |
$201K - $220K
|
64.6K
$3.4M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.75K+ 58.56% |
$201K - $220K
|
7.45K
$392K
|
|
Nov 15, 2021
Q3 2021
|
Css LLC
Chicago, IL |
BUY
|
- |
2.7K+ 32.14% |
$197K - $216K
|
11.1K
$584K
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.68K+ 10.02% |
$196K - $215K
|
29.5K
$1.55M
|