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 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
251+ 12.62% |
$46.2K - $55.5K
|
2.24K
$397K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
250+ 9.86% |
$46K - $55.3K
|
2.79K
$494K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
238+ 13.7% |
$43.8K - $52.7K
|
1.98K
$350K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
237+ 13.06% |
$43.6K - $52.4K
|
2.05K
$364K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
214New |
$39.4K - $47.4K
|
214
$37.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
212+ 27.97% |
$39K - $46.9K
|
970
$172K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
211+ 3.73% |
$38.8K - $46.7K
|
5.86K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
206+ 12.82% |
$37.9K - $45.6K
|
1.81K
$321K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
204+ 0.19% |
$37.5K - $45.1K
|
110K
$19.5M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
197+ 3283.33% |
$36.3K - $43.6K
|
203
$36K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
194+ 5.48% |
$35.7K - $42.9K
|
3.73K
$662K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
164+ 6.37% |
$30.2K - $36.3K
|
2.74K
$486K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
154+ 0.27% |
$28.3K - $34.1K
|
57.8K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
142New |
$26.1K - $31.4K
|
142
$25.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
135+ 5.79% |
$24.8K - $29.9K
|
2.47K
$437K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
134+ 7.86% |
$24.7K - $29.7K
|
1.84K
$326K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
132+ 5.76% |
$24.3K - $29.2K
|
2.42K
$429K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
128+ 3.0% |
$23.6K - $28.3K
|
4.4K
$779K
|
|
|
Apr 23, 2024
Q1 2024
|
Clio Asset Management LLC
Charlottesville, VA |
BUY
|
- |
119+ 0.15% |
$21.9K - $26.3K
|
81.7K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
112+ 70.89% |
$20.6K - $24.8K
|
270
$47.9K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
110+ 2.89% |
$20.2K - $24.3K
|
3.92K
$695K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
110+ 2.66% |
$20.2K - $24.3K
|
4.25K
$754K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
108+ 2.98% |
$19.9K - $23.9K
|
3.74K
$662K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
106+ 0.63% |
$19.5K - $23.5K
|
16.9K
$2.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
101+ 4.55% |
$18.6K - $22.3K
|
2.32K
$412K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
95+ 5.12% |
$17.5K - $21K
|
1.95K
$346K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
90New |
$16.6K - $19.9K
|
90
$16K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
82+ 7.9% |
$15.1K - $18.1K
|
1.12K
$199K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
79+ 0.92% |
$14.5K - $17.5K
|
8.66K
$1.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
77+ 226.47% |
$14.2K - $17K
|
111
$19.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
70+ 35.71% |
$12.9K - $15.5K
|
266
$47.2K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
69New |
$12.7K - $15.3K
|
69
$12.2K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
65+ 166.67% |
$12K - $14.4K
|
104
$18.4K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
65+ 52.85% |
$12K - $14.4K
|
188
$33.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
63+ 17.8% |
$11.6K - $13.9K
|
417
$73.9K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
57+ 1.85% |
$10.5K - $12.6K
|
3.14K
$557K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
56+ 86.15% |
$10.3K - $12.4K
|
121
$21.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55+ 3.64% |
$10.1K - $12.2K
|
1.57K
$278K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
54New |
$9.94K - $11.9K
|
54
$9.57K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
53New |
$9.76K - $11.7K
|
53
$9.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
51+ 60.0% |
$9.39K - $11.3K
|
136
$24.1K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51+ 1.43% |
$9.39K - $11.3K
|
3.63K
$643K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
49+ 1.93% |
$9.02K - $10.8K
|
2.58K
$458K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
48+ 2.97% |
$8.83K - $10.6K
|
1.66K
$295K
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
47+ 2.02% |
$8.65K - $10.4K
|
2.37K
$421K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
45+ 1.45% |
$8.28K - $9.96K
|
3.16K
$559K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
45+ 3.55% |
$8.28K - $9.96K
|
1.31K
$233K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
39New |
$7.18K - $8.63K
|
39
$6.92K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
36+ 0.61% |
$6.63K - $7.97K
|
5.96K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
28New |
$5.15K - $6.2K
|
28
$4.96K
|