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 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 22.22% |
$368 - $443
|
11
$1.95K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 14.29% |
$368 - $443
|
16
$2.84K
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$184 - $221
|
19.9K
$3.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$184 - $221
|
1
$177
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$184 - $221
|
1
$177
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 5.0% |
$184 - $221
|
21
$3.72K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 12.5% |
$184 - $221
|
9
$1.6K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1+ 0.01% |
$184 - $221
|
7.2K
$1.28M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 0.03% |
$184 - $221
|
3.06K
$543K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 25.0% |
$184 - $221
|
3
$532
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 25.0% |
$368 - $443
|
6
$1.06K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3- 0.2% |
$552 - $664
|
1.5K
$266K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 37.5% |
$552 - $664
|
5
$887
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.18% |
$552 - $664
|
1.62K
$288K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-8- 0.23% |
$1.47K - $1.77K
|
3.43K
$609K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-10- 27.78% |
$1.84K - $2.21K
|
26
$4.61K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12- 37.5% |
$2.21K - $2.66K
|
20
$3.55K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-13- 0.16% |
$2.39K - $2.88K
|
7.89K
$1.4M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-13- 0.08% |
$2.39K - $2.88K
|
16.9K
$3M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-14- 7.78% |
$2.58K - $3.1K
|
166
$29.4K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-14- 2.85% |
$2.58K - $3.1K
|
477
$84.6K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-14- 3.48% |
$2.58K - $3.1K
|
388
$68.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-22- 1.01% |
$4.05K - $4.87K
|
2.15K
$382K
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-24- 1.3% |
$4.42K - $5.31K
|
1.82K
$323K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-24- 1.76% |
$4.42K - $5.31K
|
1.34K
$238K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-33- 17.65% |
$6.07K - $7.3K
|
154
$27.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-35- 2.19% |
$6.44K - $7.74K
|
1.57K
$277K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-40- 22.47% |
$7.36K - $8.85K
|
138
$24.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-40- 3.06% |
$7.36K - $8.85K
|
1.27K
$224K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-42- 0.21% |
$7.73K - $9.29K
|
19.6K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-42- 0.72% |
$7.73K - $9.29K
|
5.8K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-47- 1.73% |
$8.65K - $10.4K
|
2.67K
$474K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-53- 1.56% |
$9.76K - $11.7K
|
3.35K
$594K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-54- 0.82% |
$9.94K - $11.9K
|
6.53K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-62- 0.98% |
$11.4K - $13.7K
|
6.24K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-65- 10.33% |
$12K - $14.4K
|
564
$100K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-69- 6.38% |
$12.7K - $15.3K
|
1.01K
$180K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-71- 6.12% |
$13.1K - $15.7K
|
1.09K
$193K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-79- 2.48% |
$14.5K - $17.5K
|
3.11K
$552K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-82- 4.76% |
$15.1K - $18.1K
|
1.64K
$291K
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-88- 0.26% |
$16.2K - $19.5K
|
34K
$6.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-90- 17.21% |
$16.6K - $19.9K
|
433
$76.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-92- 2.57% |
$16.9K - $20.4K
|
3.49K
$618K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-94- 0.17% |
$17.3K - $20.8K
|
56K
$9.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-116- 6.72% |
$21.4K - $25.7K
|
1.61K
$286K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-120- 7.05% |
$22.1K - $26.6K
|
1.58K
$281K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-127- 2.3% |
$23.4K - $28.1K
|
5.39K
$956K
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-129- 7.3% |
$23.7K - $28.5K
|
1.64K
$290K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-136- 72.34% |
$25K - $30.1K
|
52
$9.22K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-156- 3.78% |
$28.7K - $34.5K
|
3.97K
$704K
|