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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 27.27% |
$573 - $672
|
14
$3.09K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
2+ 6.9% |
$382 - $448
|
31
$6.85K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.16% |
$382 - $448
|
1.24K
$273K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2New |
$382 - $448
|
2
$442
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
2+ 0.03% |
$382 - $448
|
7.2K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 33.33% |
$382 - $448
|
8
$1.77K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 10.0% |
$382 - $448
|
22
$4.86K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.72% |
$191 - $224
|
139
$30.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1New |
$191 - $224
|
1
$221
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 0.24% |
$191 - $224
|
416
$91.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 3.33% |
$191 - $224
|
29
$6.41K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 22.22% |
$382 - $448
|
7
$1.55K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 9.09% |
$382 - $448
|
20
$4.42K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3- 4.76% |
$573 - $672
|
60
$13.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-3- 8.57% |
$573 - $672
|
32
$7.07K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-5- 0.33% |
$955 - $1.12K
|
1.5K
$331K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7- 87.5% |
$1.34K - $1.57K
|
1
$221
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 24.14% |
$1.34K - $1.57K
|
22
$4.86K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-8- 0.31% |
$1.53K - $1.79K
|
2.6K
$574K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8- 18.6% |
$1.53K - $1.79K
|
35
$7.73K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-10- 0.4% |
$1.91K - $2.24K
|
2.46K
$544K
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-10- 0.48% |
$1.91K - $2.24K
|
2.05K
$454K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-13- 3.0% |
$2.48K - $2.91K
|
420
$92.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-14- 0.3% |
$2.67K - $3.13K
|
4.73K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-15- 0.45% |
$2.86K - $3.36K
|
3.35K
$741K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-16- 0.65% |
$3.06K - $3.58K
|
2.45K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18- 1.14% |
$3.44K - $4.03K
|
1.56K
$344K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-20- 0.59% |
$3.82K - $4.48K
|
3.34K
$738K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-22- 0.13% |
$4.2K - $4.92K
|
16.9K
$3.73M
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-23- 1.07% |
$4.39K - $5.15K
|
2.13K
$470K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-25- 2.24% |
$4.77K - $5.6K
|
1.09K
$241K
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-28- 1.29% |
$5.35K - $6.27K
|
2.14K
$472K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-30- 2.24% |
$5.73K - $6.72K
|
1.31K
$289K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-32- 0.96% |
$6.11K - $7.16K
|
3.31K
$731K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-37- 1.84% |
$7.07K - $8.28K
|
1.98K
$436K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-37- 53.62% |
$7.07K - $8.28K
|
32
$7.07K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-37- 2.82% |
$7.07K - $8.28K
|
1.28K
$282K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-37- 0.64% |
$7.07K - $8.28K
|
5.76K
$1.27M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-38- 8.33% |
$7.26K - $8.51K
|
418
$92.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-42- 2.92% |
$8.02K - $9.4K
|
1.39K
$308K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-42- 3.43% |
$8.02K - $9.4K
|
1.18K
$262K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-46- 41.44% |
$8.79K - $10.3K
|
65
$14.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-48- 1.32% |
$9.17K - $10.7K
|
3.58K
$790K
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-48- 0.61% |
$9.17K - $10.7K
|
7.84K
$1.73M
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-55- 4.64% |
$10.5K - $12.3K
|
1.13K
$250K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-61- 36.75% |
$11.6K - $13.7K
|
105
$23.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-63- 16.24% |
$12K - $14.1K
|
325
$71.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-67- 3.68% |
$12.8K - $15K
|
1.76K
$388K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-69- 5.45% |
$13.2K - $15.4K
|
1.2K
$264K
|
|
|
Jul 08, 2024
Q2 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-72- 1.02% |
$13.8K - $16.1K
|
6.96K
$1.54M
|