Purchases and Sales Made in Q3 2022 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q3 2022. 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 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.29% |
$415 - $514
|
2.08K
$112K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$346 - $428
|
4.79K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.01% |
$346 - $428
|
49.7K
$2.69M
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4+ 0.1% |
$276 - $343
|
3.86K
$208K
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
BUY
|
- |
4+ 0.0% |
$276 - $343
|
189K
$10.2M
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 0.09% |
$276 - $343
|
4.41K
$238K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3+ 0.04% |
$207 - $257
|
7.62K
$412K
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
3+ 0.09% |
$207 - $257
|
3.36K
$182K
|
|
|
Oct 18, 2022
Q3 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
3+ 0.05% |
$207 - $257
|
5.51K
$298K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.94% |
$207 - $257
|
323
$17.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.61% |
$207 - $257
|
495
$26.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3+ 0.0% |
$207 - $257
|
87.3K
$4.72M
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
BUY
|
- |
2+ 0.05% |
$138 - $171
|
4.04K
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.66% |
$138 - $171
|
307
$16.6K
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
2+ 0.15% |
$138 - $171
|
1.34K
$72.3K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.93% |
$138 - $171
|
217
$11.7K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$69.1 - $85.7
|
3.56K
$192K
|
|
|
Oct 06, 2022
Q3 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$69.1 - $85.7
|
9.07K
$490K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.24% |
$69.1 - $85.7
|
421
$22.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.05% |
$69.1 - $85.7
|
1.94K
$105K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.51% |
$69.1 - $85.7
|
199
$10.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.01% |
$69.1 - $85.7
|
7.21K
$390K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.07% |
$69.1 - $85.7
|
1.47K
$79.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
1+ 0.02% |
$69.1 - $85.7
|
4.95K
$267K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1- 0.03% |
$69.1 - $85.7
|
3.76K
$203K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1- 0.01% |
$69.1 - $85.7
|
16.3K
$880K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2- 0.18% |
$138 - $171
|
1.11K
$59.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$138 - $171
|
4.51K
$244K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4- 33.33% |
$276 - $343
|
8
$432
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4- 0.13% |
$276 - $343
|
3.04K
$164K
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-5- 0.15% |
$346 - $428
|
3.41K
$184K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-5- 14.71% |
$346 - $428
|
29
$1.57K
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.16% |
$346 - $428
|
3.19K
$172K
|
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-6- 0.03% |
$415 - $514
|
21.4K
$1.16M
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-6- 0.04% |
$415 - $514
|
16.4K
$888K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-7- 0.08% |
$484 - $600
|
8.74K
$472K
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-8- 0.06% |
$553 - $685
|
14.1K
$764K
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
SELL
|
- |
-10- 0.08% |
$691 - $857
|
13.1K
$707K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-10- 1.96% |
$691 - $857
|
501
$27.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-10- 0.4% |
$691 - $857
|
2.5K
$135K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-13- 0.13% |
$898 - $1.11K
|
9.7K
$524K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-14- 0.28% |
$968 - $1.2K
|
5.07K
$274K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-19- 11.24% |
$1.31K - $1.63K
|
150
$8.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-19- 0.15% |
$1.31K - $1.63K
|
12.5K
$678K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-20- 0.55% |
$1.38K - $1.71K
|
3.62K
$195K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-21- 0.31% |
$1.45K - $1.8K
|
6.71K
$362K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-22- 12.72% |
$1.52K - $1.88K
|
151
$8.16K
|
|
|
Nov 14, 2022
Q3 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-22- 0.34% |
$1.52K - $1.88K
|
6.51K
$352K
|
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-23- 0.7% |
$1.59K - $1.97K
|
3.27K
$177K
|
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-23- 0.56% |
$1.59K - $1.97K
|
4.07K
$220K
|