Purchases and Sales Made in Q4 2024 in Regency Centers Corp (REG)
This table provides information about the institutional ownership of Regency Centers Corp (REG) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
144+ 685.71% |
$10K - $10.9K
|
165
$12.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
108+ 514.29% |
$7.54K - $8.2K
|
129
$10K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
105New |
$7.33K - $7.97K
|
105
$8.16K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
93+ 23.19% |
$6.49K - $7.06K
|
494
$38.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
89New |
$6.21K - $6.76K
|
89
$6.92K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
78+ 2.25% |
$5.44K - $5.92K
|
3.55K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
77+ 0.66% |
$5.37K - $5.85K
|
11.7K
$911K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
75New |
$5.23K - $5.69K
|
75
$5.83K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
73+ 2.16% |
$5.09K - $5.54K
|
3.46K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
64New |
$4.47K - $4.86K
|
64
$4.98K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
63+ 2.35% |
$4.4K - $4.78K
|
2.74K
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
63+ 18.48% |
$4.4K - $4.78K
|
404
$31.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
58+ 55.24% |
$4.05K - $4.4K
|
163
$12.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
57+ 33.33% |
$3.98K - $4.33K
|
228
$17.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
52+ 1.47% |
$3.63K - $3.95K
|
3.6K
$279K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51+ 4.2% |
$3.56K - $3.87K
|
1.26K
$98.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
38+ 1.71% |
$2.65K - $2.88K
|
2.26K
$176K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
37+ 194.74% |
$2.58K - $2.81K
|
56
$4.35K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
35+ 0.47% |
$2.44K - $2.66K
|
7.42K
$576K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
34+ 0.07% |
$2.37K - $2.58K
|
50K
$3.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
34+ 0.1% |
$2.37K - $2.58K
|
32.6K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
29+ 0.11% |
$2.02K - $2.2K
|
26.6K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
28+ 0.87% |
$1.95K - $2.13K
|
3.24K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
28+ 0.56% |
$1.95K - $2.13K
|
5.06K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24+ 0.82% |
$1.67K - $1.82K
|
2.94K
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.14% |
$1.4K - $1.52K
|
14K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
20+ 4.68% |
$1.4K - $1.52K
|
447
$34.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19+ 38.78% |
$1.33K - $1.44K
|
68
$5.29K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
19+ 54.29% |
$1.33K - $1.44K
|
54
$4.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18New |
$1.26K - $1.37K
|
18
$1.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
15New |
$1.05K - $1.14K
|
15
$1.17K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
13+ 34.21% |
$907 - $987
|
51
$3.96K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 35.48% |
$767 - $835
|
42
$3.27K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 31.25% |
$698 - $759
|
42
$3.27K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
10+ 0.19% |
$698 - $759
|
5.19K
$403K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
10New |
$698 - $759
|
10
$777
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9+ 1.95% |
$628 - $683
|
470
$36.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
8New |
$558 - $607
|
8
$622
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
8+ 0.12% |
$558 - $607
|
6.62K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8+ 32.0% |
$558 - $607
|
33
$2.57K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
7New |
$488 - $531
|
7
$544
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 1.49% |
$419 - $455
|
408
$31.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
6New |
$419 - $455
|
6
$466
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 2.86% |
$419 - $455
|
216
$16.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 20.0% |
$349 - $380
|
30
$2.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5+ 0.13% |
$349 - $380
|
3.96K
$307K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 5.88% |
$349 - $380
|
90
$7K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 0.36% |
$209 - $228
|
845
$65.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.57% |
$209 - $228
|
526
$40.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3+ 0.23% |
$209 - $228
|
1.33K
$104K
|