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 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.67K+ 77.53% |
$195K - $213K
|
6.11K
$327K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.66KNew |
$194K - $213K
|
2.66K
$142K
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.65K+ 16.71% |
$194K - $212K
|
18.5K
$993K
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.61K+ 8.14% |
$191K - $209K
|
34.7K
$1.86M
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2.6K+ 8.3% |
$190K - $208K
|
33.9K
$1.81M
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.57K+ 23.5% |
$188K - $206K
|
13.5K
$724K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
2.53K+ 5.93% |
$184K - $202K
|
45.1K
$2.42M
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.52K+ 22.44% |
$184K - $202K
|
13.8K
$737K
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.5K+ 56.12% |
$182K - $200K
|
6.95K
$372K
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
BUY
|
- |
2.47K+ 65.71% |
$180K - $198K
|
6.23K
$334K
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.45K+ 6.46% |
$179K - $196K
|
40.4K
$2.16M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.44K+ 3.58% |
$178K - $195K
|
70.6K
$3.78M
|
|
Oct 26, 2021
Q3 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.42K+ 7.31% |
$177K - $194K
|
35.5K
$1.9M
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
2.36K+ 2.84% |
$172K - $189K
|
85.5K
$4.58M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2.35K+ 20.0% |
$172K - $188K
|
14.1K
$756K
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.31K+ 24.26% |
$168K - $185K
|
11.8K
$633K
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
2.3K+ 18.13% |
$168K - $184K
|
15K
$804K
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
BUY
|
- |
2.23K+ 18.31% |
$163K - $179K
|
14.4K
$772K
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
2.22K+ 33.0% |
$162K - $177K
|
8.93K
$479K
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.2K+ 2.01% |
$160K - $176K
|
111K
$5.96M
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.17K+ 848.44% |
$159K - $174K
|
2.43K
$130K
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.17K+ 848.44% |
$159K - $174K
|
2.43K
$130K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
2KNew |
$146K - $160K
|
2K
$107K
|
|
Nov 10, 2021
Q3 2021
|
Third Security, LLC
|
BUY
|
- |
2K+ 5.41% |
$146K - $160K
|
39K
$2.09M
|
|
Nov 15, 2021
Q3 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
2K+ 4.53% |
$146K - $160K
|
46.2K
$2.47M
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.99K+ 64.59% |
$146K - $160K
|
5.08K
$272K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.97K+ 1.28% |
$143K - $157K
|
155K
$8.33M
|
|
Nov 15, 2021
Q3 2021
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.96K+ 12.3% |
$143K - $157K
|
17.9K
$958K
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
1.96K+ 38.94% |
$143K - $157K
|
6.98K
$374K
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.92K+ 12.89% |
$140K - $154K
|
16.8K
$900K
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.92K+ 54.76% |
$140K - $153K
|
5.42K
$290K
|
|
Oct 04, 2021
Q3 2021
|
Canandaigua National Corp
|
BUY
|
- |
1.91K+ 7.82% |
$139K - $153K
|
26.3K
$1.41M
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.88K+ 18.14% |
$137K - $150K
|
12.2K
$655K
|
|
Oct 13, 2021
Q3 2021
|
Bay Rivers Group
|
BUY
|
- |
1.86K+ 6.19% |
$136K - $149K
|
31.9K
$1.71M
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.84K+ 15.03% |
$134K - $147K
|
14.1K
$755K
|
|
Oct 14, 2021
Q3 2021
|
Wedge Capital Management L L P
|
BUY
|
- |
1.84K+ 0.95% |
$134K - $147K
|
195K
$10.5M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.83K+ 6.83% |
$133K - $146K
|
28.6K
$1.53M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.82K+ 10.45% |
$133K - $146K
|
19.3K
$1.03M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.8K+ 2.32% |
$132K - $144K
|
79.3K
$4.25M
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.76K+ 8.2% |
$129K - $141K
|
23.3K
$1.25M
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.72K+ 7.09% |
$126K - $138K
|
26.1K
$1.4M
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.7K+ 3.63% |
$124K - $136K
|
48.7K
$2.61M
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.7K+ 1.96% |
$124K - $136K
|
88.5K
$4.74M
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
1.68K+ 0.8% |
$123K - $135K
|
212K
$11.3M
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
1.67K+ 37.04% |
$122K - $134K
|
6.19K
$332K
|
|
Nov 12, 2021
Q3 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.66K+ 4.95% |
$122K - $133K
|
35.3K
$1.89M
|
|
Nov 17, 2021
Q3 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.66K+ 9.89% |
$121K - $133K
|
18.5K
$989K
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.61K+ 8.6% |
$118K - $129K
|
20.4K
$1.09M
|
|
Oct 21, 2021
Q3 2021
|
Chiron Capital Management, LLC
|
BUY
|
- |
1.6K+ 14.63% |
$117K - $128K
|
12.5K
$672K
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.6K+ 11.31% |
$117K - $128K
|
15.7K
$844K
|