Purchases and Sales Made in Q4 2023 in National Grid PLC (NGG)
This table provides information about the institutional ownership of National Grid PLC (NGG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5KNew |
$288K - $347K
|
5K
$318K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.87KNew |
$280K - $337K
|
4.87K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.79K+ 6.63% |
$276K - $332K
|
77K
$4.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
4.16K+ 6.27% |
$240K - $288K
|
70.5K
$4.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.13KNew |
$238K - $286K
|
4.13K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.98K+ 0.21% |
$229K - $276K
|
1.88M
$120M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.87K+ 8.14% |
$223K - $268K
|
51.4K
$3.27M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.51KNew |
$202K - $243K
|
3.51K
$223K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.47K+ 29.74% |
$200K - $241K
|
15.1K
$963K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.47KNew |
$200K - $240K
|
3.47K
$220K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.43KNew |
$197K - $238K
|
3.43K
$218K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.43K+ 7.7% |
$197K - $237K
|
48K
$3.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.34K+ 32.72% |
$192K - $232K
|
13.6K
$862K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.28KNew |
$189K - $227K
|
3.28K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.26KNew |
$188K - $226K
|
3.26K
$207K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.25KNew |
$187K - $226K
|
3.25K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.24KNew |
$186K - $225K
|
3.24K
$206K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.23KNew |
$186K - $224K
|
3.23K
$205K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.23K+ 14.04% |
$186K - $224K
|
26.3K
$1.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.23KNew |
$186K - $224K
|
3.23K
$205K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.21KNew |
$185K - $222K
|
3.21K
$204K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.12KNew |
$179K - $216K
|
3.12K
$198K
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.11KNew |
$179K - $216K
|
3.11K
$198K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.03K+ 15.5% |
$174K - $210K
|
22.6K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.01K+ 55.35% |
$173K - $208K
|
8.43K
$536K
|
|
|
Feb 09, 2024
Q4 2023
|
Saratoga Research & Investment Management
|
BUY
|
- |
3KNew |
$173K - $208K
|
3K
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.96KNew |
$170K - $205K
|
2.96K
$188K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.79K+ 8.71% |
$161K - $194K
|
34.9K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.77K+ 12.54% |
$159K - $192K
|
24.8K
$1.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.73K+ 14.67% |
$157K - $189K
|
21.3K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.58K+ 207.41% |
$148K - $179K
|
3.82K
$243K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.37K+ 13.74% |
$136K - $164K
|
19.6K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.24K+ 1.54% |
$129K - $155K
|
148K
$9.38M
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.14K+ 15.77% |
$123K - $148K
|
15.7K
$996K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.12K+ 645.12% |
$122K - $147K
|
2.44K
$155K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.97K+ 32.23% |
$114K - $137K
|
8.1K
$515K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.95K+ 16.37% |
$112K - $135K
|
13.8K
$880K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.95K+ 16.37% |
$112K - $135K
|
13.8K
$880K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.88K+ 5.6% |
$108K - $130K
|
35.5K
$2.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.88KNew |
$108K - $130K
|
1.88K
$119K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.87KNew |
$108K - $130K
|
1.87K
$119K
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.85K+ 5.87% |
$106K - $128K
|
33.3K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.8K+ 16.53% |
$103K - $124K
|
12.7K
$805K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.78K+ 11.54% |
$102K - $123K
|
17.2K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.74K+ 6.78% |
$100K - $121K
|
27.4K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
1.71K+ 43.18% |
$98.5K - $119K
|
5.68K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.66K+ 32.19% |
$95.7K - $115K
|
6.83K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.65K+ 5.78% |
$94.7K - $114K
|
30.1K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.57K+ 3.54% |
$90.6K - $109K
|
46K
$2.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.53K+ 31.29% |
$88.2K - $106K
|
6.43K
$409K
|