Purchases and Sales Made in Q1 2024 in Ferguson PLC (FERG)
This table provides information about the institutional ownership of Ferguson PLC (FERG) during Q1 2024. 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, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.16K+ 5.49% |
$213K - $256K
|
22.3K
$3.95M
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
BUY
|
- |
1.14K+ 13.97% |
$209K - $251K
|
9.26K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.13K+ 18.25% |
$207K - $249K
|
7.3K
$1.29M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.09KNew |
$201K - $242K
|
1.09K
$194K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.07K+ 83.0% |
$198K - $238K
|
2.37K
$420K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.05KNew |
$193K - $231K
|
1.05K
$185K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.05K+ 209.62% |
$193K - $231K
|
1.55K
$274K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1K+ 4.1% |
$185K - $222K
|
25.5K
$4.52M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1KNew |
$185K - $222K
|
1K
$178K
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1K+ 4.95% |
$184K - $221K
|
21.2K
$3.76M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
989+ 33.22% |
$182K - $219K
|
3.97K
$703K
|
|
|
May 15, 2024
Q1 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
987New |
$182K - $218K
|
987
$175K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
979+ 5.76% |
$180K - $217K
|
18K
$3.18M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
978New |
$180K - $216K
|
978
$173K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
956New |
$176K - $212K
|
956
$170K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
950+ 22.23% |
$175K - $210K
|
5.22K
$926K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
933New |
$172K - $206K
|
933
$165K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
928New |
$171K - $205K
|
928
$165K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
923New |
$170K - $204K
|
923
$164K
|
|
|
May 02, 2024
Q1 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
913+ 0.08% |
$168K - $202K
|
1.09M
$193M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
882New |
$162K - $195K
|
882
$156K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
871+ 67.21% |
$160K - $193K
|
2.17K
$384K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
867+ 5.49% |
$160K - $192K
|
16.7K
$2.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
832+ 285.91% |
$153K - $184K
|
1.12K
$199K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
809New |
$149K - $179K
|
809
$143K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
688+ 216.35% |
$127K - $152K
|
1.01K
$178K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
679+ 21.69% |
$125K - $150K
|
3.81K
$675K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
671+ 14.35% |
$124K - $148K
|
5.35K
$948K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
662+ 53.65% |
$122K - $146K
|
1.9K
$336K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
655+ 600.92% |
$121K - $145K
|
764
$135K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
610+ 10.46% |
$112K - $135K
|
6.44K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
596+ 7.7% |
$110K - $132K
|
8.34K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
576+ 0.6% |
$106K - $127K
|
96.7K
$17.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
536+ 2.14% |
$98.7K - $119K
|
25.6K
$4.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
491+ 1.38% |
$90.4K - $109K
|
36K
$6.39M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
489+ 46.62% |
$90K - $108K
|
1.54K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
475+ 7.8% |
$87.4K - $105K
|
6.57K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
468+ 19.9% |
$86.1K - $104K
|
2.82K
$500K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
459+ 9.09% |
$84.5K - $102K
|
5.51K
$977K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
456New |
$83.9K - $101K
|
456
$80.9K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
424+ 4.15% |
$78K - $93.8K
|
10.7K
$1.89M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
385+ 4.31% |
$70.9K - $85.2K
|
9.31K
$1.65M
|
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
375+ 0.27% |
$69K - $83K
|
138K
$24.4M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
371+ 1.59% |
$68.3K - $82.1K
|
23.8K
$4.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
362+ 5.24% |
$66.6K - $80.1K
|
7.28K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
338New |
$62.2K - $74.8K
|
338
$59.9K
|
|
|
May 07, 2024
Q1 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
325+ 7.22% |
$59.8K - $71.9K
|
4.83K
$856K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
300+ 6.2% |
$55.2K - $66.4K
|
5.14K
$912K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
270+ 19.91% |
$49.7K - $59.7K
|
1.63K
$288K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
254+ 4.26% |
$46.8K - $56.2K
|
6.22K
$1.1M
|