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 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-80- 1.38% |
$10.3K - $12K
|
5.72K
$1.01M
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-88- 5.45% |
$11.3K - $13.2K
|
1.53K
$271K
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-92- 4.87% |
$11.8K - $13.8K
|
1.8K
$319K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-122- 41.08% |
$15.7K - $18.3K
|
175
$31K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-127- 38.14% |
$16.3K - $19K
|
206
$36.5K
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-139- 8.3% |
$17.8K - $20.8K
|
1.54K
$272K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-142- 0.21% |
$18.2K - $21.2K
|
68.2K
$12.1M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-157- 12.27% |
$20.2K - $23.5K
|
1.12K
$199K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-170- 98.84% |
$21.8K - $25.4K
|
2
$355
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-200- 5.25% |
$25.7K - $29.9K
|
3.61K
$639K
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-203- 1.18% |
$26.1K - $30.4K
|
16.9K
$3M
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-210- 8.71% |
$27K - $31.4K
|
2.2K
$390K
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-218- 8.34% |
$28K - $32.6K
|
2.4K
$425K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-225- 11.94% |
$28.9K - $33.7K
|
1.66K
$294K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-235- 5.56% |
$30.2K - $35.2K
|
3.99K
$708K
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-250- 10.11% |
$32.1K - $37.4K
|
2.22K
$394K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-285- 25.2% |
$36.6K - $42.6K
|
846
$150K
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-291- 7.7% |
$37.4K - $43.5K
|
3.49K
$619K
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-298- 14.2% |
$38.3K - $44.6K
|
1.8K
$319K
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-333- 13.7% |
$42.7K - $49.8K
|
2.1K
$372K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-353- 29.32% |
$45.3K - $52.8K
|
851
$151K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-379- 4.58% |
$48.7K - $56.7K
|
7.89K
$1.4M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-427- 21.88% |
$54.8K - $63.9K
|
1.53K
$270K
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-430- 12.9% |
$55.2K - $64.3K
|
2.9K
$515K
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-436- 1.25% |
$56K - $65.2K
|
34.3K
$6.09M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-441- 77.64% |
$56.6K - $66K
|
127
$22.5K
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-452- 13.45% |
$58K - $67.6K
|
2.91K
$516K
|
|
May 08, 2023
Q1 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-522- 0.22% |
$67K - $78.1K
|
240K
$42.6M
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-611- 18.33% |
$78.4K - $91.4K
|
2.72K
$483K
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-779- 3.36% |
$100K - $117K
|
22.4K
$3.97M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-841- 7.54% |
$108K - $126K
|
10.3K
$1.83M
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-1.02K- 21.23% |
$131K - $153K
|
3.8K
$673K
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.08K- 6.85% |
$139K - $162K
|
14.7K
$2.6M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.13K- 9.23% |
$145K - $169K
|
11.1K
$1.97M
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.28K- 0.62% |
$165K - $192K
|
206K
$36.6M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.3K- 31.63% |
$167K - $195K
|
2.81K
$499K
|
|
May 12, 2023
Q1 2023
|
Sandbar Asset Management LLP
London, X0 |
SELL
|
- |
-1.36K- 10.75% |
$174K - $203K
|
11.3K
$2M
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.41K- 7.18% |
$181K - $211K
|
18.2K
$3.23M
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.56K- 86.79% |
$201K - $234K
|
238
$42.2K
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-1.66K- 9.95% |
$213K - $249K
|
15K
$2.67M
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.97K- 35.62% |
$252K - $294K
|
3.55K
$630K
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.05K- 27.59% |
$263K - $307K
|
5.38K
$954K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.12K- 12.09% |
$272K - $317K
|
15.4K
$2.73M
|
|
May 10, 2023
Q1 2023
|
Ovata Capital Management LTD
|
SELL
|
- |
-2.43K- 24.25% |
$311K - $363K
|
7.58K
$1.34M
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.67K- 9.23% |
$342K - $399K
|
26.2K
$4.65M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.88K- 24.53% |
$370K - $431K
|
8.87K
$1.57M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.89K- 8.7% |
$370K - $432K
|
30.3K
$5.37M
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.02K- 99.6% |
$388K - $452K
|
12
$2.13K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.19K- 3.39% |
$410K - $477K
|
91K
$16.1M
|
|
May 15, 2023
Q1 2023
|
Hawk Ridge Capital Management LP
Los Angeles, CA |
SELL
|
- |
-3.82K- 30.86% |
$490K - $571K
|
8.55K
$1.52M
|