Purchases and Sales Made in Q2 2024 in Ferguson PLC (FERG)
This table provides information about the institutional ownership of Ferguson PLC (FERG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
60+ 3.04% |
$11.5K - $13.4K
|
2.04K
$361K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
59+ 6.08% |
$11.3K - $13.2K
|
1.03K
$182K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
56+ 70.89% |
$10.7K - $12.5K
|
135
$23.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
51+ 26.84% |
$9.74K - $11.4K
|
241
$42.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
50New |
$9.55K - $11.2K
|
50
$8.87K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45New |
$8.59K - $10.1K
|
45
$7.98K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
45+ 0.72% |
$8.59K - $10.1K
|
6.26K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
43+ 3.84% |
$8.21K - $9.63K
|
1.16K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
43+ 5.63% |
$8.21K - $9.63K
|
807
$143K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
42+ 4.17% |
$8.02K - $9.4K
|
1.05K
$186K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
40+ 25.97% |
$7.64K - $8.95K
|
194
$34.4K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
37+ 2.08% |
$7.07K - $8.28K
|
1.82K
$323K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
37+ 2.08% |
$7.07K - $8.28K
|
1.82K
$323K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
33+ 31.73% |
$6.3K - $7.39K
|
137
$24.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
32+ 1.68% |
$6.11K - $7.16K
|
1.94K
$343K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
31+ 0.56% |
$5.92K - $6.94K
|
5.54K
$983K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
29+ 2.16% |
$5.54K - $6.49K
|
1.37K
$243K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
26+ 4.59% |
$4.97K - $5.82K
|
592
$105K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
25+ 0.9% |
$4.77K - $5.6K
|
2.81K
$498K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
25+ 13.02% |
$4.77K - $5.6K
|
217
$38.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
23New |
$4.39K - $5.15K
|
23
$4.08K
|
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
23+ 0.36% |
$4.39K - $5.15K
|
6.41K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
22+ 0.17% |
$4.2K - $4.92K
|
12.9K
$2.29M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
21New |
$4.01K - $4.7K
|
21
$3.72K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
19+ 7.14% |
$3.63K - $4.25K
|
285
$50.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
18+ 1.3% |
$3.44K - $4.03K
|
1.4K
$249K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
15+ 0.46% |
$2.86K - $3.36K
|
3.26K
$578K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
11+ 0.06% |
$2.1K - $2.46K
|
17.2K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
11New |
$2.1K - $2.46K
|
11
$1.95K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 15.71% |
$2.1K - $2.46K
|
81
$14.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
11New |
$2.1K - $2.46K
|
11
$1.95K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 1.87% |
$1.91K - $2.24K
|
546
$96.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10New |
$1.91K - $2.24K
|
10
$1.77K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
8+ 50.0% |
$1.53K - $1.79K
|
24
$4.26K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 4.97% |
$1.53K - $1.79K
|
169
$30K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7+ 63.64% |
$1.34K - $1.57K
|
18
$3.19K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
7New |
$1.34K - $1.57K
|
7
$1.24K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 37.5% |
$1.15K - $1.34K
|
22
$3.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5+ 5.05% |
$955 - $1.12K
|
104
$18.4K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 100.0% |
$955 - $1.12K
|
10
$1.77K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 23.81% |
$955 - $1.12K
|
26
$4.61K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.35% |
$764 - $895
|
1.16K
$206K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4+ 0.02% |
$764 - $895
|
16.7K
$2.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 27.27% |
$573 - $672
|
14
$2.48K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2New |
$382 - $448
|
2
$355
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
2+ 0.03% |
$382 - $448
|
7.2K
$1.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 10.0% |
$382 - $448
|
22
$3.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.16% |
$382 - $448
|
1.24K
$219K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
2+ 6.9% |
$382 - $448
|
31
$5.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 33.33% |
$382 - $448
|
8
$1.42K
|