Purchases and Sales Made in Q3 2021 in Ferguson PLC (FERG)
This table provides information about the institutional ownership of Ferguson PLC (FERG) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
800+ 0.97% |
$110K - $118K
|
83.1K
$14.7M
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
646+ 10.85% |
$88.6K - $95.5K
|
6.6K
$1.17M
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
604+ 7.15% |
$82.8K - $89.3K
|
9.05K
$1.6M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
438+ 10.37% |
$60K - $64.7K
|
4.66K
$827K
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
400+ 189.57% |
$54.8K - $59.1K
|
611
$108K
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
396+ 12.36% |
$54.3K - $58.5K
|
3.6K
$638K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
379+ 0.67% |
$52K - $56K
|
56.8K
$10.1M
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
366+ 6.5% |
$50.2K - $54.1K
|
6K
$1.06M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
275+ 0.53% |
$37.7K - $40.7K
|
52.6K
$9.33M
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
272New |
$37.3K - $40.2K
|
272
$48.2K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
262+ 14.25% |
$35.9K - $38.7K
|
2.1K
$372K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
255+ 1.0% |
$35K - $37.7K
|
25.8K
$4.57M
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
224+ 3.78% |
$30.7K - $33.1K
|
6.16K
$1.09M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
218+ 13.13% |
$29.9K - $32.2K
|
1.88K
$333K
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
207+ 4.1% |
$28.4K - $30.6K
|
5.26K
$932K
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
174+ 14.62% |
$23.9K - $25.7K
|
1.36K
$242K
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
149New |
$20.4K - $22K
|
149
$26.4K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
140+ 1.28% |
$19.2K - $20.7K
|
11.1K
$1.97M
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
132+ 20.72% |
$18.1K - $19.5K
|
769
$136K
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
130+ 4.48% |
$17.8K - $19.2K
|
3.03K
$538K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
130+ 2.15% |
$17.8K - $19.2K
|
6.18K
$1.1M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
129+ 12.12% |
$17.7K - $19.1K
|
1.19K
$212K
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
127New |
$17.4K - $18.8K
|
127
$22.5K
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
119+ 1.28% |
$16.3K - $17.6K
|
9.41K
$1.67M
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
111+ 10.12% |
$15.2K - $16.4K
|
1.21K
$214K
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
BUY
|
- |
105+ 5.42% |
$14.4K - $15.5K
|
2.04K
$362K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
72+ 2.14% |
$9.87K - $10.6K
|
3.44K
$609K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
71+ 0.1% |
$9.73K - $10.5K
|
69.4K
$12.3M
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
68New |
$9.32K - $10.1K
|
68
$12.1K
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
67New |
$9.19K - $9.9K
|
67
$11.9K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
60+ 6.29% |
$8.23K - $8.87K
|
1.01K
$180K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
54New |
$7.4K - $7.98K
|
54
$9.57K
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
50+ 19.38% |
$6.86K - $7.39K
|
308
$54.6K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
43+ 153.57% |
$5.9K - $6.36K
|
71
$12.6K
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
41New |
$5.62K - $6.06K
|
41
$7.27K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
36New |
$4.94K - $5.32K
|
36
$6.38K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
32New |
$4.39K - $4.73K
|
32
$5.67K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
29+ 80.56% |
$3.98K - $4.29K
|
65
$11.5K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
28+ 71.79% |
$3.84K - $4.14K
|
67
$11.9K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
24New |
$3.29K - $3.55K
|
24
$4.26K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
23+ 11.5% |
$3.15K - $3.4K
|
223
$39.5K
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
23+ 4.23% |
$3.15K - $3.4K
|
567
$101K
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
20New |
$2.74K - $2.96K
|
20
$3.55K
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
14+ 0.84% |
$1.92K - $2.07K
|
1.68K
$297K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
12New |
$1.65K - $1.77K
|
12
$2.13K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12+ 70.59% |
$1.65K - $1.77K
|
29
$5.14K
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
11+ 0.28% |
$1.51K - $1.63K
|
3.99K
$708K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7+ 1.49% |
$960 - $1.03K
|
476
$84.4K
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 3.38% |
$686 - $739
|
153
$27.1K
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
3+ 6.25% |
$411 - $443
|
51
$9.04K
|