Purchases and Sales Made in Q4 2023 in Generac Holdings Inc. (GNRC)
This table provides information about the institutional ownership of Generac Holdings Inc. (GNRC) during Q4 2023. The information is specifically focused on institutions that hold shares of GENERAC HOLDINGS INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 5.6% |
$1.15K - $1.85K
|
264
$42.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
11+ 0.5% |
$904 - $1.45K
|
2.2K
$355K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
11New |
$904 - $1.45K
|
11
$1.77K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10New |
$822 - $1.32K
|
10
$1.61K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10New |
$822 - $1.32K
|
10
$1.61K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
10New |
$822 - $1.32K
|
10
$1.61K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9+ 2.78% |
$740 - $1.19K
|
333
$53.6K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
9New |
$740 - $1.19K
|
9
$1.45K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 4.43% |
$740 - $1.19K
|
212
$34.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
8New |
$658 - $1.06K
|
8
$1.29K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
8+ 0.19% |
$658 - $1.06K
|
4.12K
$663K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
7+ 140.0% |
$575 - $924
|
12
$1.93K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 2.08% |
$575 - $924
|
344
$55.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6New |
$493 - $792
|
6
$966
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6New |
$493 - $792
|
6
$966
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6New |
$493 - $792
|
6
$966
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 2.76% |
$411 - $660
|
186
$29.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5+ 0.01% |
$411 - $660
|
81.4K
$13.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
5New |
$411 - $660
|
5
$805
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4New |
$329 - $528
|
4
$644
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4New |
$329 - $528
|
4
$644
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
4+ 40.0% |
$329 - $528
|
14
$2.25K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3+ 0.05% |
$247 - $396
|
6.62K
$1.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2New |
$164 - $264
|
2
$322
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.45% |
$82.2 - $132
|
221
$35.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 1.08% |
$82.2 - $132
|
94
$15.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 10.0% |
$82.2 - $132
|
11
$1.77K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.01% |
$82.2 - $132
|
12.2K
$1.97M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 3.03% |
$82.2 - $132
|
32
$5.15K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1- 14.29% |
$82.2 - $132
|
6
$966
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 14.29% |
$82.2 - $132
|
6
$966
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2- 2.9% |
$164 - $264
|
67
$10.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-3- 0.15% |
$247 - $396
|
2.04K
$329K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-3- 0.15% |
$247 - $396
|
2.04K
$329K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3- 0.14% |
$247 - $396
|
2.16K
$347K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-3- 0.15% |
$247 - $396
|
2.05K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-4- 9.3% |
$329 - $528
|
39
$6.28K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 9.3% |
$329 - $528
|
39
$6.28K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5- 9.62% |
$411 - $660
|
47
$7.57K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 66.67% |
$493 - $792
|
3
$483
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 66.67% |
$658 - $1.06K
|
4
$644
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 26.47% |
$740 - $1.19K
|
25
$4.03K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-9- 0.39% |
$740 - $1.19K
|
2.27K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-10- 5.35% |
$822 - $1.32K
|
177
$28.5K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-10- 90.91% |
$822 - $1.32K
|
1
$161
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 64.71% |
$904 - $1.45K
|
6
$966
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-13- 11.5% |
$1.07K - $1.72K
|
100
$16.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-14- 3.72% |
$1.15K - $1.85K
|
362
$58.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-15- 0.44% |
$1.23K - $1.98K
|
3.4K
$547K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-15- 0.76% |
$1.23K - $1.98K
|
1.96K
$315K
|