Purchases and Sales Made in Q4 2023 in Ferguson PLC (FERG)
This table provides information about the institutional ownership of Ferguson PLC (FERG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
122+ 13.16% |
$18.3K - $23.6K
|
1.05K
$186K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
118+ 3.11% |
$17.7K - $22.8K
|
3.91K
$693K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
112New |
$16.8K - $21.6K
|
112
$19.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
111+ 7.92% |
$16.7K - $21.5K
|
1.51K
$268K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
111+ 146.05% |
$16.7K - $21.5K
|
187
$33.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
109+ 5.8% |
$16.4K - $21.1K
|
1.99K
$353K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
108+ 26.21% |
$16.2K - $20.9K
|
520
$92.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
104New |
$15.6K - $20.1K
|
104
$18.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.89% |
$15K - $19.3K
|
11.3K
$2M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
99New |
$14.9K - $19.1K
|
99
$17.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
93+ 0.89% |
$14K - $18K
|
10.5K
$1.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
71+ 11.27% |
$10.7K - $13.7K
|
701
$124K
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
67+ 1.57% |
$10.1K - $12.9K
|
4.33K
$767K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
63+ 286.36% |
$9.46K - $12.2K
|
85
$15.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
60+ 1.04% |
$9.01K - $11.6K
|
5.83K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
59+ 3.59% |
$8.86K - $11.4K
|
1.7K
$302K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
54New |
$8.11K - $10.4K
|
54
$9.57K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
52+ 2.68% |
$7.81K - $10K
|
2K
$354K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
52+ 15.29% |
$7.81K - $10K
|
392
$69.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
46New |
$6.91K - $8.89K
|
46
$8.16K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
46+ 0.31% |
$6.91K - $8.89K
|
14.8K
$2.62M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
46New |
$6.91K - $8.89K
|
46
$8.16K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
44+ 1.44% |
$6.61K - $8.5K
|
3.11K
$551K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
40+ 0.24% |
$6.01K - $7.73K
|
16.9K
$3M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
39New |
$5.86K - $7.54K
|
39
$6.92K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
38+ 2.65% |
$5.71K - $7.34K
|
1.47K
$261K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
38New |
$5.71K - $7.34K
|
38
$6.74K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
36New |
$5.41K - $6.96K
|
36
$6.38K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
36New |
$5.41K - $6.96K
|
36
$6.38K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
35+ 1.53% |
$5.26K - $6.76K
|
2.33K
$413K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
34+ 10.63% |
$5.11K - $6.57K
|
354
$62.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
29New |
$4.36K - $5.6K
|
29
$5.14K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
28+ 16.67% |
$4.21K - $5.41K
|
196
$34.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
28New |
$4.21K - $5.41K
|
28
$4.96K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
27+ 79.41% |
$4.06K - $5.22K
|
61
$10.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
25+ 1.47% |
$3.75K - $4.83K
|
1.73K
$306K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
25+ 1.07% |
$3.75K - $4.83K
|
2.36K
$418K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
24+ 40.68% |
$3.6K - $4.64K
|
83
$14.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
24+ 0.67% |
$3.6K - $4.64K
|
3.63K
$644K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
24+ 40.68% |
$3.6K - $4.64K
|
83
$14.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
21+ 26.92% |
$3.15K - $4.06K
|
99
$17.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
20+ 1.09% |
$3K - $3.87K
|
1.86K
$329K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20New |
$3K - $3.87K
|
20
$3.55K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
19+ 0.26% |
$2.85K - $3.67K
|
7.2K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18+ 11.25% |
$2.7K - $3.48K
|
178
$31.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
16+ 1.01% |
$2.4K - $3.09K
|
1.61K
$285K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15New |
$2.25K - $2.9K
|
15
$2.66K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14New |
$2.1K - $2.71K
|
14
$2.48K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 4.68% |
$1.95K - $2.51K
|
291
$51.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
12+ 0.11% |
$1.8K - $2.32K
|
10.6K
$1.88M
|