Purchases and Sales Made in Q3 2023 in Regency Centers Corp (REG)
This table provides information about the institutional ownership of Regency Centers Corp (REG) during Q3 2023. The information is specifically focused on institutions that hold shares of REGENCY CENTERS CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
45+ 3.09% |
$2.66K - $3K
|
1.5K
$104K
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
43+ 0.45% |
$2.54K - $2.87K
|
9.63K
$664K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
41+ 78.85% |
$2.42K - $2.73K
|
93
$6.42K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
38+ 1266.67% |
$2.25K - $2.53K
|
41
$2.83K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
37+ 168.18% |
$2.19K - $2.47K
|
59
$4.07K
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
33+ 47.83% |
$1.95K - $2.2K
|
102
$7.04K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33+ 253.85% |
$1.95K - $2.2K
|
46
$3.17K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
27+ 44.26% |
$1.6K - $1.8K
|
88
$6.07K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
25New |
$1.48K - $1.67K
|
25
$1.73K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
25+ 625.0% |
$1.48K - $1.67K
|
29
$2K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21New |
$1.24K - $1.4K
|
21
$1.45K
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20+ 222.22% |
$1.18K - $1.33K
|
29
$2K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
18New |
$1.06K - $1.2K
|
18
$1.24K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
18New |
$1.06K - $1.2K
|
18
$1.24K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16+ 20.0% |
$946 - $1.07K
|
96
$6.63K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 5.02% |
$887 - $1K
|
314
$21.7K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 7.69% |
$828 - $933
|
196
$13.5K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
13New |
$769 - $866
|
13
$897
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
10New |
$591 - $666
|
10
$690
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 38.46% |
$591 - $666
|
36
$2.48K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 9.35% |
$591 - $666
|
117
$8.08K
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
7+ 0.17% |
$414 - $466
|
4.23K
$292K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6New |
$355 - $400
|
6
$414
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
5New |
$296 - $333
|
5
$345
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.63% |
$177 - $200
|
479
$33.1K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.89% |
$177 - $200
|
341
$23.5K
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
3+ 42.86% |
$177 - $200
|
10
$690
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.55% |
$118 - $133
|
366
$25.3K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 1.12% |
$59.1 - $66.6
|
90
$6.21K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2- 4.65% |
$118 - $133
|
41
$2.83K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4- 18.18% |
$237 - $267
|
18
$1.24K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8- 19.51% |
$473 - $533
|
33
$2.28K
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-23- 17.97% |
$1.36K - $1.53K
|
105
$7.25K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-37Closed |
$2.19K - $2.47K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-40- 0.02% |
$2.37K - $2.67K
|
246K
$17M
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-52- 0.56% |
$3.07K - $3.47K
|
9.29K
$641K
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-57- 0.61% |
$3.37K - $3.8K
|
9.29K
$641K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-60- 11.54% |
$3.55K - $4K
|
460
$31.7K
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-75- 75.0% |
$4.43K - $5K
|
25
$1.73K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-83- 8.37% |
$4.91K - $5.53K
|
909
$62.7K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-87- 85.29% |
$5.14K - $5.8K
|
15
$1.04K
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-93- 0.2% |
$5.5K - $6.2K
|
45.6K
$3.14M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-98- 95.15% |
$5.79K - $6.53K
|
5
$345
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-130- 0.67% |
$7.69K - $8.66K
|
19.1K
$1.32M
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-131- 41.72% |
$7.75K - $8.73K
|
183
$12.6K
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-165- 8.25% |
$9.76K - $11K
|
1.84K
$127K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-188- 0.8% |
$11.1K - $12.5K
|
23.2K
$1.6M
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-193- 4.85% |
$11.4K - $12.9K
|
3.79K
$261K
|