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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2New |
$300 - $336
|
2
$355
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2+ 0.09% |
$300 - $336
|
2.3K
$407K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 8.33% |
$150 - $168
|
13
$2.31K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.04% |
$150 - $168
|
2.39K
$424K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1New |
$150 - $168
|
1
$177
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$150 - $168
|
1
$177
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2- 1.63% |
$300 - $336
|
121
$21.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2- 0.36% |
$300 - $336
|
548
$97.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-3- 0.12% |
$450 - $504
|
2.55K
$451K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-3- 3.8% |
$450 - $504
|
76
$13.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4- 44.44% |
$600 - $672
|
5
$887
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 18.18% |
$900 - $1.01K
|
27
$4.79K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-9- 6.16% |
$1.35K - $1.51K
|
137
$24.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10- 3.47% |
$1.5K - $1.68K
|
278
$49.3K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-13- 0.64% |
$1.95K - $2.18K
|
2.03K
$360K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-13- 0.4% |
$1.95K - $2.18K
|
3.27K
$580K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-13- 41.94% |
$1.95K - $2.18K
|
18
$3.19K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-18- 0.65% |
$2.7K - $3.02K
|
2.75K
$487K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18- 10.23% |
$2.7K - $3.02K
|
158
$28K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-19- 0.75% |
$2.85K - $3.19K
|
2.5K
$444K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-19- 1.31% |
$2.85K - $3.19K
|
1.43K
$254K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-19- 0.5% |
$2.85K - $3.19K
|
3.81K
$676K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-23- 0.3% |
$3.45K - $3.86K
|
7.73K
$1.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-24- 1.26% |
$3.6K - $4.03K
|
1.88K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-25- 0.78% |
$3.75K - $4.2K
|
3.19K
$565K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-27- 0.74% |
$4.05K - $4.54K
|
3.61K
$640K
|
|
|
Oct 11, 2023
Q3 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-29- 0.34% |
$4.35K - $4.87K
|
8.45K
$1.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-37- 0.18% |
$5.55K - $6.22K
|
20.8K
$3.68M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-46- 10.04% |
$6.9K - $7.73K
|
412
$73.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-46- 2.6% |
$6.9K - $7.73K
|
1.72K
$306K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-48- 1.22% |
$7.2K - $8.06K
|
3.89K
$690K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-52- 3.66% |
$7.8K - $8.74K
|
1.37K
$242K
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-55- 0.87% |
$8.25K - $9.24K
|
6.24K
$1.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-56- 1.41% |
$8.4K - $9.41K
|
3.91K
$692K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-56- 1.39% |
$8.4K - $9.41K
|
3.97K
$703K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-61- 0.91% |
$9.15K - $10.2K
|
6.67K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-66Closed |
$9.9K - $11.1K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-91- 0.72% |
$13.6K - $15.3K
|
12.5K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-100- 0.79% |
$15K - $16.8K
|
12.5K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-106- 5.44% |
$15.9K - $17.8K
|
1.84K
$326K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-111- 3.4% |
$16.6K - $18.6K
|
3.15K
$558K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-115- 56.37% |
$17.2K - $19.3K
|
89
$15.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-122- 6.84% |
$18.3K - $20.5K
|
1.66K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-123- 6.43% |
$18.4K - $20.7K
|
1.79K
$318K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-162- 49.09% |
$24.3K - $27.2K
|
168
$29.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-164- 6.09% |
$24.6K - $27.6K
|
2.53K
$449K
|
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-177- 0.28% |
$26.5K - $29.7K
|
63.2K
$11.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-184- 4.84% |
$27.6K - $30.9K
|
3.62K
$641K
|
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-215- 0.89% |
$32.2K - $36.1K
|
23.9K
$4.24M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-216- 28.42% |
$32.4K - $36.3K
|
544
$96.5K
|