Purchases and Sales Made in Q3 2024 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q3 2024. 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 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.22K+ 24.8% |
$106K - $130K
|
11.2K
$609K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.18K+ 5.78% |
$105K - $127K
|
39.8K
$2.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.16K+ 4.82% |
$104K - $127K
|
47.1K
$2.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.15K+ 2.33% |
$103K - $126K
|
94.4K
$5.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
2.14K+ 1.87% |
$103K - $125K
|
116K
$6.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.08K+ 1.48% |
$99.7K - $122K
|
143K
$7.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.05K+ 66.08% |
$98.5K - $120K
|
5.16K
$281K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.02K+ 7.3% |
$97.2K - $118K
|
29.8K
$1.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.02K+ 11.99% |
$96.8K - $118K
|
18.8K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.01K+ 29.83% |
$96.5K - $118K
|
8.74K
$477K
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
2K+ 82.47% |
$96K - $117K
|
4.43K
$241K
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2K+ 10.83% |
$96K - $117K
|
20.5K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.98K+ 26.6% |
$95.1K - $116K
|
9.42K
$514K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
1.9K+ 2.98% |
$91K - $111K
|
65.4K
$3.57M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.89K+ 19.53% |
$90.5K - $110K
|
11.5K
$629K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.88K+ 22.31% |
$90.2K - $110K
|
10.3K
$562K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.76KNew |
$84.4K - $103K
|
1.76K
$95.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.72K+ 3.12% |
$82.7K - $101K
|
56.9K
$3.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.69K+ 6.04% |
$80.9K - $98.7K
|
29.6K
$1.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.68K+ 12.83% |
$80.8K - $98.5K
|
14.8K
$807K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.68K+ 39.42% |
$80.6K - $98.2K
|
5.94K
$324K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
1.67K+ 31.8% |
$80.1K - $97.7K
|
6.92K
$377K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.67K+ 19.99% |
$80K - $97.6K
|
10K
$546K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.62K+ 16.65% |
$77.8K - $94.9K
|
11.4K
$619K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.6K+ 15.85% |
$76.8K - $93.6K
|
11.7K
$638K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 2.22% |
$75K - $91.4K
|
71.9K
$3.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.52KNew |
$72.9K - $88.9K
|
1.52K
$82.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.51K+ 2.71% |
$72.6K - $88.6K
|
57.4K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.49K+ 3.49% |
$71.4K - $87.1K
|
44.1K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.47K+ 19.09% |
$70.6K - $86K
|
9.17K
$500K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.46K+ 8.66% |
$70K - $85.3K
|
18.3K
$997K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.43K+ 27.8% |
$68.4K - $83.4K
|
6.55K
$357K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.41K+ 12.16% |
$67.8K - $82.6K
|
13K
$710K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 16.82% |
$66.5K - $81.1K
|
9.62K
$525K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.34K+ 17.16% |
$64.5K - $78.7K
|
9.18K
$501K
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.34K+ 4.53% |
$64.1K - $78.2K
|
30.9K
$1.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.32K+ 10.07% |
$63.5K - $77.4K
|
14.5K
$789K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.32K+ 12.94% |
$63.2K - $77K
|
11.5K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.29K+ 9.02% |
$61.7K - $75.2K
|
15.5K
$847K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.27KNew |
$61.1K - $74.5K
|
1.27K
$69.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.27K+ 10.03% |
$61K - $74.4K
|
13.9K
$760K
|
|
|
Oct 24, 2024
Q3 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.27K+ 2.73% |
$60.9K - $74.2K
|
47.7K
$2.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.26K+ 12.45% |
$60.6K - $73.9K
|
11.4K
$622K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.23K+ 5.84% |
$59.1K - $72K
|
22.3K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.21K+ 7.41% |
$57.9K - $70.5K
|
17.5K
$953K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.2K+ 4.06% |
$57.7K - $70.3K
|
30.8K
$1.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.19K+ 183.77% |
$57.1K - $69.6K
|
1.84K
$100K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.16KNew |
$55.5K - $67.6K
|
1.16K
$63K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.15K+ 270.59% |
$55.2K - $67.3K
|
1.58K
$85.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.13K+ 0.46% |
$54.3K - $66.1K
|
248K
$13.5M
|