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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
500+ 1.67% |
$36.5K - $40K
|
30.4K
$1.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
496New |
$36.2K - $39.7K
|
496
$26.1K
|
|
|
Oct 28, 2021
Q3 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
491+ 11.13% |
$35.9K - $39.3K
|
4.9K
$258K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
481+ 10.56% |
$35.1K - $38.5K
|
5.04K
$265K
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
474+ 0.66% |
$34.6K - $37.9K
|
72.1K
$3.79M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
470+ 12.61% |
$34.3K - $37.6K
|
4.2K
$221K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
469+ 1.85% |
$34.2K - $37.5K
|
25.8K
$1.36M
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
468+ 41.9% |
$34.2K - $37.5K
|
1.59K
$83.4K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
466+ 4.86% |
$34K - $37.3K
|
10.1K
$529K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
464+ 38.96% |
$33.9K - $37.1K
|
1.66K
$87.1K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
463+ 2.69% |
$33.8K - $37.1K
|
17.6K
$929K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
457+ 3.62% |
$33.4K - $36.6K
|
13.1K
$688K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
454+ 1.78% |
$33.2K - $36.3K
|
26K
$1.37M
|
|
|
Oct 05, 2021
Q3 2021
|
Woodstock Corp
|
BUY
|
- |
450+ 2.1% |
$32.9K - $36K
|
21.9K
$1.15M
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
446+ 8.97% |
$32.6K - $35.7K
|
5.42K
$285K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
439+ 3.73% |
$32.1K - $35.1K
|
12.2K
$643K
|
|
|
Nov 08, 2021
Q3 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
434+ 1.98% |
$31.7K - $34.7K
|
22.3K
$1.18M
|
|
|
Nov 10, 2021
Q3 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
419+ 8.56% |
$30.6K - $33.5K
|
5.31K
$280K
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
407+ 13.75% |
$29.7K - $32.6K
|
3.37K
$177K
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
400+ 449.44% |
$29.2K - $32K
|
489
$25.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
400+ 6.41% |
$29.2K - $32K
|
6.64K
$350K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
400New |
$29.2K - $32K
|
400
$21.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
399+ 1.99% |
$29.1K - $31.9K
|
20.5K
$1.08M
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
393+ 3.09% |
$28.7K - $31.5K
|
13.1K
$689K
|
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
384+ 4.01% |
$28K - $30.7K
|
9.95K
$524K
|
|
|
Oct 20, 2021
Q3 2021
|
Wallington Asset Management, LLC
|
BUY
|
- |
380+ 0.78% |
$27.7K - $30.4K
|
49.3K
$2.59M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
375+ 132.51% |
$27.4K - $30K
|
658
$34.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
374+ 0.9% |
$27.3K - $29.9K
|
41.9K
$2.2M
|
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
371+ 13.32% |
$27.1K - $29.7K
|
3.16K
$166K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Equity Management
|
BUY
|
- |
371+ 5.72% |
$27.1K - $29.7K
|
6.85K
$361K
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
351+ 4.67% |
$25.6K - $28.1K
|
7.87K
$414K
|
|
|
Nov 04, 2021
Q3 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
350+ 1.73% |
$25.6K - $28K
|
20.6K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
350+ 5.18% |
$25.6K - $28K
|
7.11K
$374K
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
341+ 6.39% |
$24.9K - $27.3K
|
5.68K
$299K
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
339+ 11.75% |
$24.8K - $27.1K
|
3.22K
$170K
|
|
|
Oct 13, 2021
Q3 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
334+ 0.8% |
$24.4K - $26.7K
|
42.1K
$2.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
323+ 10.73% |
$23.6K - $25.9K
|
3.33K
$175K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
315+ 6.08% |
$23K - $25.2K
|
5.49K
$289K
|
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
BUY
|
- |
312+ 1.97% |
$22.8K - $25K
|
16.2K
$851K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
302+ 1.11% |
$22.1K - $24.2K
|
27.4K
$1.44M
|
|
|
Oct 27, 2021
Q3 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
300+ 0.15% |
$21.9K - $24K
|
203K
$10.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
300+ 8.34% |
$21.9K - $24K
|
3.9K
$205K
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
300+ 2.04% |
$21.9K - $24K
|
15K
$788K
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
299+ 6.5% |
$21.8K - $23.9K
|
4.9K
$258K
|
|
|
Oct 06, 2021
Q3 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
293+ 0.68% |
$21.4K - $23.5K
|
43.3K
$2.28M
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
291+ 4.02% |
$21.2K - $23.3K
|
7.53K
$396K
|
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
290+ 6.04% |
$21.2K - $23.2K
|
5.09K
$268K
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
BUY
|
- |
290+ 0.46% |
$21.2K - $23.2K
|
64K
$3.37M
|
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
BUY
|
- |
287+ 0.66% |
$21K - $23K
|
43.7K
$2.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
281+ 2.52% |
$20.5K - $22.5K
|
11.4K
$603K
|