Purchases and Sales Made in Q3 2023 in Ferguson PLC (FERG)
This table provides information about the institutional ownership of Ferguson PLC (FERG) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
68+ 3.63% |
$10.2K - $11.4K
|
1.94K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
63New |
$9.45K - $10.6K
|
63
$12.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
57New |
$8.55K - $9.58K
|
57
$11.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
56+ 0.43% |
$8.4K - $9.41K
|
13.2K
$2.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
56+ 0.34% |
$8.4K - $9.41K
|
16.8K
$3.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
55+ 239.13% |
$8.25K - $9.24K
|
78
$15.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
54+ 3.38% |
$8.1K - $9.07K
|
1.65K
$325K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
54+ 33.33% |
$8.1K - $9.07K
|
216
$42.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
54New |
$8.1K - $9.07K
|
54
$10.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
BUY
|
- |
50+ 0.02% |
$7.5K - $8.4K
|
201K
$39.6M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
45+ 2.77% |
$6.75K - $7.56K
|
1.67K
$329K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38+ 2.79% |
$5.7K - $6.38K
|
1.4K
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
34+ 1.12% |
$5.1K - $5.71K
|
3.06K
$604K
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
32New |
$4.8K - $5.38K
|
32
$6.31K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31+ 1.58% |
$4.65K - $5.21K
|
1.99K
$392K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
31+ 34.44% |
$4.65K - $5.21K
|
121
$23.9K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
29+ 9.32% |
$4.35K - $4.87K
|
340
$67.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
28+ 200.0% |
$4.2K - $4.7K
|
42
$8.28K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26+ 108.33% |
$3.9K - $4.37K
|
50
$9.86K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
26+ 24.07% |
$3.9K - $4.37K
|
134
$26.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
26+ 0.37% |
$3.9K - $4.37K
|
7.05K
$1.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
24+ 0.44% |
$3.6K - $4.03K
|
5.53K
$1.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22New |
$3.3K - $3.7K
|
22
$4.34K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 4.69% |
$3.15K - $3.53K
|
469
$92.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
20+ 0.56% |
$3K - $3.36K
|
3.6K
$710K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18+ 300.0% |
$2.7K - $3.02K
|
24
$4.73K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
16New |
$2.4K - $2.69K
|
16
$3.16K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
16New |
$2.4K - $2.69K
|
16
$3.16K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 166.67% |
$2.25K - $2.52K
|
24
$4.73K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
13+ 0.56% |
$1.95K - $2.18K
|
2.33K
$460K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 40.0% |
$1.8K - $2.02K
|
42
$8.28K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12New |
$1.8K - $2.02K
|
12
$2.37K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10+ 0.3% |
$1.5K - $1.68K
|
3.3K
$651K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 66.67% |
$1.5K - $1.68K
|
25
$4.93K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
10+ 250.0% |
$1.5K - $1.68K
|
14
$2.76K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
10New |
$1.5K - $1.68K
|
10
$1.97K
|
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
9+ 0.03% |
$1.35K - $1.51K
|
29.7K
$5.86M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
8+ 30.77% |
$1.2K - $1.34K
|
34
$6.71K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8New |
$1.2K - $1.34K
|
8
$1.58K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 12.9% |
$1.2K - $1.34K
|
70
$13.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
7New |
$1.05K - $1.18K
|
7
$1.38K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 70.0% |
$1.05K - $1.18K
|
17
$3.35K
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
6+ 0.45% |
$900 - $1.01K
|
1.35K
$267K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6+ 50.0% |
$900 - $1.01K
|
18
$3.55K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6+ 0.13% |
$900 - $1.01K
|
4.56K
$899K
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6+ 0.13% |
$900 - $1.01K
|
4.56K
$899K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.8% |
$750 - $840
|
630
$124K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2+ 0.09% |
$300 - $336
|
2.3K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2New |
$300 - $336
|
2
$394
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2New |
$300 - $336
|
2
$394
|