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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-41- 0.83% |
$6.16K - $7.92K
|
4.9K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-42- 2.53% |
$6.31K - $8.12K
|
1.62K
$357K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-50- 1.8% |
$7.51K - $9.66K
|
2.73K
$603K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-56- 0.51% |
$8.41K - $10.8K
|
10.9K
$2.41M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-58- 3.24% |
$8.71K - $11.2K
|
1.73K
$383K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-65- 3.53% |
$9.76K - $12.6K
|
1.78K
$392K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-72- 3.84% |
$10.8K - $13.9K
|
1.8K
$398K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-73- 5.34% |
$11K - $14.1K
|
1.29K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-80- 0.27% |
$12K - $15.5K
|
29.6K
$6.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-81- 3.33% |
$12.2K - $15.7K
|
2.35K
$520K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-97- 2.51% |
$14.6K - $18.7K
|
3.77K
$833K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-101- 1.51% |
$15.2K - $19.5K
|
6.58K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-111- 50.23% |
$16.7K - $21.5K
|
110
$24.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-114- 0.68% |
$17.1K - $22K
|
16.6K
$3.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-116- 0.34% |
$17.4K - $22.4K
|
34.1K
$7.54M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-126- 0.72% |
$18.9K - $24.4K
|
17.5K
$3.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-128- 2.81% |
$19.2K - $24.7K
|
4.43K
$979K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-136- 72.34% |
$20.4K - $26.3K
|
52
$11.5K
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-143- 1.62% |
$21.5K - $27.6K
|
8.67K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-153- 0.75% |
$23K - $29.6K
|
20.2K
$4.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-181- 12.63% |
$27.2K - $35K
|
1.25K
$277K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-189- 6.16% |
$28.4K - $36.5K
|
2.88K
$636K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-195- 11.63% |
$29.3K - $37.7K
|
1.48K
$327K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-216- 2.36% |
$32.4K - $41.7K
|
8.93K
$1.97M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-219- 10.78% |
$32.9K - $42.3K
|
1.81K
$400K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-239- 4.52% |
$35.9K - $46.2K
|
5.05K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-252- 16.12% |
$37.9K - $48.7K
|
1.31K
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-259- 3.24% |
$38.9K - $50.1K
|
7.74K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-268- 17.84% |
$40.3K - $51.8K
|
1.23K
$273K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-300- 13.04% |
$45.1K - $58K
|
2K
$442K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-332- 4.17% |
$49.9K - $64.2K
|
7.63K
$1.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-341- 8.67% |
$51.2K - $65.9K
|
3.59K
$793K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-345- 2.06% |
$51.8K - $66.7K
|
16.4K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-362- 6.16% |
$54.4K - $70K
|
5.52K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-444- 1.71% |
$66.7K - $85.8K
|
25.6K
$5.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-484- 2.24% |
$72.7K - $93.5K
|
21.1K
$4.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-566- 4.29% |
$85K - $109K
|
12.6K
$2.79M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-568- 33.87% |
$85.3K - $110K
|
1.11K
$245K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-568- 33.87% |
$85.3K - $110K
|
1.11K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-588- 31.24% |
$88.3K - $114K
|
1.29K
$286K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-669- 13.55% |
$100K - $129K
|
4.27K
$943K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-701- 87.84% |
$105K - $135K
|
97
$21.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-761- 26.06% |
$114K - $147K
|
2.16K
$477K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-772- 25.92% |
$116K - $149K
|
2.21K
$487K
|
|
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-835- 0.12% |
$125K - $161K
|
697K
$154M
|
|
|
Feb 12, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-835- 0.12% |
$125K - $161K
|
697K
$154M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-927- 0.68% |
$139K - $179K
|
135K
$29.7M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-944- 2.96% |
$142K - $182K
|
30.9K
$6.83M
|
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-963- 11.4% |
$145K - $186K
|
7.49K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-966- 53.7% |
$145K - $187K
|
833
$184K
|