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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
11+ 57.89% |
$633 - $762
|
30
$1.91K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
10New |
$576 - $693
|
10
$636
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3+ 8.11% |
$173 - $208
|
40
$2.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2New |
$115 - $139
|
2
$127
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.02% |
$115 - $139
|
8.63K
$548K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 0.98% |
$57.6 - $69.3
|
103
$6.55K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 11.11% |
$57.6 - $69.3
|
10
$636
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 1.1% |
$230 - $277
|
359
$22.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5- 7.14% |
$288 - $347
|
65
$4.13K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5- 3.01% |
$288 - $347
|
161
$10.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-6- 0.82% |
$345 - $416
|
723
$46K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 22.22% |
$576 - $693
|
35
$2.23K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-11- 5.61% |
$633 - $762
|
185
$11.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-18- 0.27% |
$1.04K - $1.25K
|
6.68K
$425K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-21- 5.69% |
$1.21K - $1.46K
|
348
$22.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-25- 0.44% |
$1.44K - $1.73K
|
5.63K
$358K
|
|
|
Jan 03, 2024
Q4 2023
|
Albert D Mason Inc
|
SELL
|
- |
-28- 0.17% |
$1.61K - $1.94K
|
16.3K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-38- 0.01% |
$2.19K - $2.63K
|
361K
$23M
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-39- 13.0% |
$2.24K - $2.7K
|
261
$16.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-40- 0.56% |
$2.3K - $2.77K
|
7.17K
$456K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-50- 0.3% |
$2.88K - $3.47K
|
16.4K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-51- 1.23% |
$2.94K - $3.53K
|
4.09K
$260K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-54- 0.33% |
$3.11K - $3.74K
|
16.4K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-61- 0.79% |
$3.51K - $4.23K
|
7.62K
$484K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-68- 3.97% |
$3.91K - $4.71K
|
1.65K
$105K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-68- 55.28% |
$3.91K - $4.71K
|
55
$3.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-80- 13.25% |
$4.6K - $5.54K
|
524
$33.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-81- 0.67% |
$4.66K - $5.61K
|
12K
$761K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-82- 0.86% |
$4.72K - $5.68K
|
9.42K
$599K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-94- 1.3% |
$5.41K - $6.51K
|
7.13K
$453K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-109- 5.67% |
$6.27K - $7.55K
|
1.81K
$115K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-109- 5.67% |
$6.27K - $7.55K
|
1.81K
$115K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-127- 1.69% |
$7.31K - $8.8K
|
7.39K
$470K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-186- 0.45% |
$10.7K - $12.9K
|
40.7K
$2.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-200- 2.71% |
$11.5K - $13.9K
|
7.18K
$457K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-205- 9.33% |
$11.8K - $14.2K
|
1.99K
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-225- 1.23% |
$12.9K - $15.6K
|
18.1K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-225- 3.76% |
$12.9K - $15.6K
|
5.76K
$366K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-229- 1.42% |
$13.2K - $15.9K
|
15.9K
$1.01M
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-229- 6.47% |
$13.2K - $15.9K
|
3.31K
$210K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-258- 17.13% |
$14.8K - $17.9K
|
1.25K
$79.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-262- 5.86% |
$15.1K - $18.2K
|
4.21K
$268K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-265- 7.0% |
$15.3K - $18.4K
|
3.52K
$224K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-267- 4.98% |
$15.4K - $18.5K
|
5.1K
$324K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-273- 7.32% |
$15.7K - $18.9K
|
3.46K
$220K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-275- 18.26% |
$15.8K - $19.1K
|
1.23K
$78.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-285- 5.6% |
$16.4K - $19.8K
|
4.8K
$305K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-297- 10.6% |
$17.1K - $20.6K
|
2.51K
$159K
|