Latest Institutional Transactions on National Grid PLC (NGG)
This table provides information on the latest institutional transactions involving National Grid PLC (NGG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
17.4KNew |
$1.05M - $1.18M
|
17.4K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
16.3KNew |
$988K - $1.11M
|
16.3K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.03KNew |
$123K - $138K
|
2.03K
$144K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
187New |
$11.3K - $12.7K
|
187
$13.2K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.12K- 26.31% |
$67.6K - $75.9K
|
3.13K
$222K
|
|
|
May 05, 2023
Q1 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-229- 8.83% |
$13.9K - $15.6K
|
2.36K
$167K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$181 - $204
|
3
$213
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
919+ 212.73% |
$55.6K - $62.5K
|
1.35K
$95.7K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
119New |
$7.2K - $8.09K
|
119
$8.43K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-6- 0.1% |
$363 - $408
|
6.14K
$435K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.1K+ 32.13% |
$66.5K - $74.8K
|
4.52K
$321K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.26KNew |
$197K - $221K
|
3.26K
$231K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
32+ 91.43% |
$1.94K - $2.18K
|
67
$4.75K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.26K- 8.07% |
$76K - $85.5K
|
14.3K
$1.02M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
10.4K+ 284.86% |
$628K - $706K
|
14K
$994K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13New |
$786 - $884
|
13
$921
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
117+ 1.3% |
$7.08K - $7.95K
|
9.12K
$646K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.99% |
$121 - $136
|
204
$14.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
377New |
$22.8K - $25.6K
|
377
$26.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
109KNew |
$6.58M - $7.4M
|
109K
$7.71M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
278+ 2.91% |
$16.8K - $18.9K
|
9.84K
$697K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
156New |
$9.44K - $10.6K
|
156
$11.1K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
11.7KNew |
$561K - $740K
|
11.7K
$830K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-610- 4.95% |
$29.2K - $38.5K
|
11.7K
$830K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
127KNew |
$6.06M - $8M
|
127K
$8.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
20.8KNew |
$995K - $1.31M
|
20.8K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
205New |
$9.82K - $12.9K
|
205
$14.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
100New |
$4.79K - $6.32K
|
100
$7.08K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
250+ 100.0% |
$12K - $15.8K
|
500
$35.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
304+ 50.17% |
$14.6K - $19.2K
|
910
$64.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-73- 25.0% |
$3.5K - $4.61K
|
219
$15.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
63New |
$3.02K - $3.98K
|
63
$4.46K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
30New |
$1.44K - $1.9K
|
30
$2.13K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
$47.9 - $63.2
|
1
$70.9
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.66K+ 56.02% |
$319K - $421K
|
18.6K
$1.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-146- 70.53% |
$6.99K - $9.22K
|
61
$4.32K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
210New |
$10.1K - $13.3K
|
210
$14.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-84Closed |
$4.02K - $5.31K
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-98- 1.62% |
$4.69K - $6.19K
|
5.93K
$420K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
32New |
$1.53K - $2.02K
|
32
$2.27K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
229New |
$11K - $14.5K
|
229
$16.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
434New |
$20.8K - $27.4K
|
434
$30.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3New |
$144 - $190
|
3
$213
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
25New |
$1.2K - $1.58K
|
25
$1.77K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-733- 0.87% |
$35.1K - $46.3K
|
83.5K
$5.91M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
964New |
$46.2K - $60.9K
|
964
$68.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
500New |
$23.9K - $31.6K
|
500
$35.4K
|
|
|
Jan 06, 2023
Q4 2022
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
3.48KNew |
$167K - $220K
|
3.48K
$247K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-212Closed |
$10.9K - $17.4K
|
0
$0
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-71Closed |
$3.66K - $5.82K
|
0
$0
|
|