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 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15New |
$2.25K - $2.9K
|
15
$3.31K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14New |
$2.1K - $2.71K
|
14
$3.09K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 4.68% |
$1.95K - $2.51K
|
291
$64.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
12+ 0.11% |
$1.8K - $2.32K
|
10.6K
$2.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
12+ 1200.0% |
$1.8K - $2.32K
|
13
$2.87K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
12New |
$1.8K - $2.32K
|
12
$2.65K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
11+ 0.27% |
$1.65K - $2.13K
|
4.13K
$912K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10+ 0.33% |
$1.5K - $1.93K
|
3.06K
$676K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
9New |
$1.35K - $1.74K
|
9
$1.99K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 19.05% |
$1.2K - $1.55K
|
50
$11K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 25.93% |
$1.05K - $1.35K
|
34
$7.51K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7New |
$1.05K - $1.35K
|
7
$1.55K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 28.0% |
$1.05K - $1.35K
|
32
$7.07K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6+ 300.0% |
$901 - $1.16K
|
8
$1.77K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
6New |
$901 - $1.16K
|
6
$1.33K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6+ 4.38% |
$901 - $1.16K
|
143
$31.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5+ 0.16% |
$751 - $966
|
3.19K
$705K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3New |
$451 - $580
|
3
$663
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 23.08% |
$451 - $580
|
16
$3.53K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.55% |
$451 - $580
|
547
$121K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2New |
$300 - $387
|
2
$442
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 16.67% |
$300 - $387
|
14
$3.09K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 1.49% |
$300 - $387
|
136
$30K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2+ 1.65% |
$300 - $387
|
123
$27.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$300 - $387
|
1.77K
$390K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 20.0% |
$150 - $193
|
4
$884
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 4.17% |
$150 - $193
|
23
$5.08K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1- 0.06% |
$150 - $193
|
1.72K
$381K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 5.88% |
$150 - $193
|
16
$3.53K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 20.0% |
$150 - $193
|
4
$884
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 18.18% |
$300 - $387
|
9
$1.99K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2- 0.05% |
$300 - $387
|
3.81K
$842K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-3- 0.08% |
$451 - $580
|
3.58K
$790K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 5.71% |
$601 - $773
|
66
$14.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5- 0.15% |
$751 - $966
|
3.43K
$757K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-8- 0.45% |
$1.2K - $1.55K
|
1.78K
$394K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-10- 71.43% |
$1.5K - $1.93K
|
4
$884
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-10- 71.43% |
$1.5K - $1.93K
|
4
$884
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-12- 66.67% |
$1.8K - $2.32K
|
6
$1.33K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-12- 0.14% |
$1.8K - $2.32K
|
8.63K
$1.91M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17- 34.0% |
$2.55K - $3.29K
|
33
$7.29K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-19- 1.05% |
$2.85K - $3.67K
|
1.79K
$395K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-23- 1.39% |
$3.45K - $4.44K
|
1.63K
$359K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-24- 1.46% |
$3.6K - $4.64K
|
1.62K
$358K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-24- 26.97% |
$3.6K - $4.64K
|
65
$14.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-25- 4.56% |
$3.75K - $4.83K
|
523
$116K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-25- 1.49% |
$3.75K - $4.83K
|
1.65K
$365K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-28- 0.86% |
$4.21K - $5.41K
|
3.25K
$717K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-34- 1.71% |
$5.11K - $6.57K
|
1.95K
$431K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-37- 1.42% |
$5.56K - $7.15K
|
2.58K
$569K
|