Purchases and Sales Made in Q3 2023 in National Grid PLC (NGG)
This table provides information about the institutional ownership of National Grid PLC (NGG) during Q3 2023. The information is specifically focused on institutions that hold shares of NATIONAL GRID PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
127+ 3.93% |
$7.59K - $8.75K
|
3.36K
$214K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
124+ 1.2% |
$7.41K - $8.55K
|
10.4K
$664K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
118New |
$7.06K - $8.13K
|
118
$7.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
110+ 23.4% |
$6.58K - $7.58K
|
580
$36.9K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
109+ 6.01% |
$6.52K - $7.51K
|
1.92K
$122K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
106+ 623.53% |
$6.34K - $7.31K
|
123
$7.82K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
95+ 0.1% |
$5.68K - $6.55K
|
96.1K
$6.11M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
78+ 4.77% |
$4.66K - $5.38K
|
1.71K
$109K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
73+ 6.88% |
$4.36K - $5.03K
|
1.13K
$72.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
72+ 3.57% |
$4.3K - $4.96K
|
2.09K
$133K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
70New |
$4.19K - $4.82K
|
70
$4.45K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
69New |
$4.13K - $4.76K
|
69
$4.39K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
63+ 3.31% |
$3.77K - $4.34K
|
1.97K
$125K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60+ 34.09% |
$3.59K - $4.14K
|
236
$15K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
59+ 13.47% |
$3.53K - $4.07K
|
497
$31.6K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
58New |
$3.47K - $4K
|
58
$3.69K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
36New |
$2.15K - $2.48K
|
36
$2.29K
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
35+ 0.36% |
$2.09K - $2.41K
|
9.82K
$624K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
35+ 0.5% |
$2.09K - $2.41K
|
6.97K
$443K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
29+ 7.49% |
$1.73K - $2K
|
416
$26.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
25+ 0.41% |
$1.49K - $1.72K
|
6.16K
$392K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
23New |
$1.38K - $1.59K
|
23
$1.46K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22+ 3.52% |
$1.32K - $1.52K
|
647
$41.1K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
22New |
$1.32K - $1.52K
|
22
$1.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
21New |
$1.26K - $1.45K
|
21
$1.34K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
19New |
$1.14K - $1.31K
|
19
$1.21K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
17+ 3.54% |
$1.02K - $1.17K
|
497
$31.6K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
16+ 0.39% |
$957 - $1.1K
|
4.09K
$260K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 50.0% |
$897 - $1.03K
|
45
$2.86K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
14+ 0.24% |
$837 - $965
|
5.76K
$366K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
10+ 3.19% |
$598 - $689
|
323
$20.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
9+ 0.72% |
$538 - $620
|
1.26K
$80.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5+ 1.09% |
$299 - $345
|
465
$29.6K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 3.8% |
$179 - $207
|
82
$5.21K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3New |
$179 - $207
|
3
$191
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2+ 2.7% |
$120 - $138
|
76
$4.83K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2+ 0.04% |
$120 - $138
|
5.06K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.03% |
$120 - $138
|
7.21K
$458K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
1+ 0.02% |
$59.8 - $68.9
|
5.47K
$348K
|
|
|
Oct 10, 2023
Q3 2023
|
Albert D Mason Inc
|
BUY
|
- |
1+ 0.01% |
$59.8 - $68.9
|
16.4K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 3.03% |
$59.8 - $68.9
|
34
$2.16K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5- 0.04% |
$299 - $345
|
13.7K
$873K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-8- 1.31% |
$478 - $551
|
604
$38.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-8- 5.63% |
$478 - $551
|
134
$8.52K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-9- 1.22% |
$538 - $620
|
729
$46.3K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-9- 20.45% |
$538 - $620
|
35
$2.23K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-12- 10.53% |
$717 - $827
|
102
$6.49K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-14- 3.66% |
$837 - $965
|
369
$23.5K
|