Purchases and Sales Made in Q4 2022 in National Grid PLC (NGG)
This table provides information about the institutional ownership of National Grid PLC (NGG) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
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
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
248+ 6.28% |
$11.9K - $15.7K
|
4.2K
$297K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
237New |
$11.3K - $15K
|
237
$16.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
229New |
$11K - $14.5K
|
229
$16.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
210New |
$10.1K - $13.3K
|
210
$14.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
205New |
$9.82K - $12.9K
|
205
$14.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
196New |
$9.38K - $12.4K
|
196
$13.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
180+ 1000.0% |
$8.62K - $11.4K
|
198
$14K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
160New |
$7.66K - $10.1K
|
160
$11.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
150New |
$7.18K - $9.48K
|
150
$10.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
131+ 10.71% |
$6.27K - $8.28K
|
1.35K
$95.9K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
128New |
$6.13K - $8.09K
|
128
$9.07K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
115+ 10.43% |
$5.51K - $7.26K
|
1.22K
$86.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
113+ 2.72% |
$5.41K - $7.14K
|
4.26K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
107+ 20.46% |
$5.12K - $6.76K
|
630
$44.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
106+ 20.23% |
$5.08K - $6.7K
|
630
$44.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100+ 18.98% |
$4.79K - $6.32K
|
627
$44.4K
|
|
|
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
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
99+ 0.8% |
$4.74K - $6.25K
|
12.4K
$882K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
99+ 0.67% |
$4.74K - $6.25K
|
15K
$1.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
95New |
$4.55K - $6K
|
95
$6.73K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
93+ 0.64% |
$4.45K - $5.87K
|
14.6K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
89New |
$4.26K - $5.62K
|
89
$6.31K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
86+ 17.73% |
$4.12K - $5.43K
|
571
$40.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
82New |
$3.93K - $5.18K
|
82
$5.81K
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
78+ 0.47% |
$3.73K - $4.93K
|
16.8K
$1.19M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
76+ 9.87% |
$3.64K - $4.8K
|
846
$59.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
74New |
$3.54K - $4.67K
|
74
$5.24K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
63New |
$3.02K - $3.98K
|
63
$4.46K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
60New |
$2.87K - $3.79K
|
60
$4.25K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
48+ 0.67% |
$2.3K - $3.03K
|
7.2K
$510K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
41+ 0.44% |
$1.96K - $2.59K
|
9.29K
$658K
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
39+ 0.37% |
$1.87K - $2.46K
|
10.6K
$754K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
35New |
$1.68K - $2.21K
|
35
$2.48K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
32+ 51.61% |
$1.53K - $2.02K
|
94
$6.66K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
32New |
$1.53K - $2.02K
|
32
$2.27K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
30New |
$1.44K - $1.9K
|
30
$2.13K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
30New |
$1.44K - $1.9K
|
30
$2.13K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
26+ 2.92% |
$1.24K - $1.64K
|
915
$64.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
25+ 18.66% |
$1.2K - $1.58K
|
159
$11.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
25New |
$1.2K - $1.58K
|
25
$1.77K
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
BUY
|
- |
23+ 0.55% |
$1.1K - $1.45K
|
4.2K
$297K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17New |
$814 - $1.07K
|
17
$1.2K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13New |
$622 - $821
|
13
$921
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
12+ 1.65% |
$575 - $758
|
740
$52.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
11+ 1.76% |
$527 - $695
|
635
$45K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10New |
$479 - $632
|
10
$709
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 1.32% |
$431 - $569
|
692
$49K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9New |
$431 - $569
|
9
$638
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4+ 0.58% |
$192 - $253
|
696
$49.3K
|