Purchases and Sales Made in Q1 2023 in Ferguson PLC (FERG)
This table provides information about the institutional ownership of Ferguson PLC (FERG) during Q1 2023. The information is specifically focused on institutions that hold shares of Ferguson plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
37New |
$4.75K - $5.54K
|
37
$6.56K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
33+ 12.22% |
$4.24K - $4.94K
|
303
$53.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
33+ 0.75% |
$4.24K - $4.94K
|
4.45K
$790K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
31New |
$3.98K - $4.64K
|
31
$5.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24New |
$3.08K - $3.59K
|
24
$4.26K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
21New |
$2.7K - $3.14K
|
21
$3.72K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
20New |
$2.57K - $2.99K
|
20
$3.55K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
19+ 0.48% |
$2.44K - $2.84K
|
3.97K
$703K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 3.68% |
$1.93K - $2.24K
|
423
$75K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
15New |
$1.93K - $2.24K
|
15
$2.66K
|
|
|
May 15, 2023
Q1 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
11+ 0.04% |
$1.41K - $1.65K
|
29.7K
$5.27M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
10+ 12.5% |
$1.28K - $1.5K
|
90
$16K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 300.0% |
$1.16K - $1.35K
|
12
$2.13K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9+ 0.47% |
$1.16K - $1.35K
|
1.92K
$341K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
8+ 0.47% |
$1.03K - $1.2K
|
1.71K
$303K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6New |
$770 - $898
|
6
$1.06K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
6New |
$770 - $898
|
6
$1.06K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5New |
$642 - $748
|
5
$887
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4New |
$513 - $598
|
4
$709
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2New |
$257 - $299
|
2
$355
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 3.85% |
$128 - $150
|
27
$4.79K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3- 0.14% |
$385 - $449
|
2.14K
$380K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-3- 4.29% |
$385 - $449
|
67
$11.9K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4- 33.33% |
$513 - $598
|
8
$1.42K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-5- 0.2% |
$642 - $748
|
2.49K
$441K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-6- 0.75% |
$770 - $898
|
789
$140K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-6- 28.57% |
$770 - $898
|
15
$2.66K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-9Closed |
$1.16K - $1.35K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11- 0.14% |
$1.41K - $1.65K
|
7.76K
$1.38M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-13- 9.22% |
$1.67K - $1.94K
|
128
$22.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15- 1.98% |
$1.93K - $2.24K
|
743
$132K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-18- 4.7% |
$2.31K - $2.69K
|
365
$64.7K
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-19- 0.09% |
$2.44K - $2.84K
|
20.1K
$3.57M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-20- 4.72% |
$2.57K - $2.99K
|
404
$71.6K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-21- 0.43% |
$2.7K - $3.14K
|
4.92K
$872K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-21- 0.26% |
$2.7K - $3.14K
|
8.11K
$1.44M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-24- 28.92% |
$3.08K - $3.59K
|
59
$10.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-27- 1.66% |
$3.47K - $4.04K
|
1.6K
$283K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-31- 43.06% |
$3.98K - $4.64K
|
41
$7.27K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-34- 24.11% |
$4.36K - $5.09K
|
107
$19K
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-35- 0.96% |
$4.49K - $5.24K
|
3.59K
$637K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-42- 0.98% |
$5.39K - $6.28K
|
4.26K
$754K
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-44- 0.07% |
$5.65K - $6.58K
|
65.6K
$11.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-52- 2.56% |
$6.68K - $7.78K
|
1.98K
$352K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-53- 1.35% |
$6.8K - $7.93K
|
3.87K
$686K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-54- 1.61% |
$6.93K - $8.08K
|
3.3K
$584K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-66- 3.8% |
$8.47K - $9.87K
|
1.67K
$296K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-71- 13.17% |
$9.11K - $10.6K
|
468
$83K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-72- 4.42% |
$9.24K - $10.8K
|
1.56K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-75- 4.52% |
$9.63K - $11.2K
|
1.58K
$281K
|