Purchases and Sales Made in Q4 2023 in Advanced Drainage Systems, Inc. (WMS)
This table provides information about the institutional ownership of Advanced Drainage Systems, Inc. (WMS) during Q4 2023. The information is specifically focused on institutions that hold shares of ADVANCED DRAINAGE SYSTEMS, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
672+ 6.8% |
$70K - $96.6K
|
10.6K
$1.34M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
665+ 3.39% |
$69.3K - $95.6K
|
20.3K
$2.57M
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
604+ 0.39% |
$62.9K - $86.9K
|
157K
$20M
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
504+ 16.68% |
$52.5K - $72.5K
|
3.53K
$448K
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
480+ 0.22% |
$50K - $69K
|
223K
$28.3M
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
424New |
$44.2K - $61K
|
424
$53.8K
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
412+ 0.7% |
$42.9K - $59.2K
|
59.2K
$7.51M
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
399+ 18.27% |
$41.6K - $57.4K
|
2.58K
$328K
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
361+ 20.03% |
$37.6K - $51.9K
|
2.16K
$275K
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
360+ 19.28% |
$37.5K - $51.8K
|
2.23K
$283K
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
329+ 8.91% |
$34.3K - $47.3K
|
4.02K
$511K
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
317+ 8.09% |
$33K - $45.6K
|
4.24K
$538K
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
317+ 95.2% |
$33K - $45.6K
|
650
$82.5K
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
304+ 0.99% |
$31.7K - $43.7K
|
31.1K
$3.95M
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
300+ 9.38% |
$31.3K - $43.1K
|
3.5K
$444K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
291+ 58.55% |
$30.3K - $41.8K
|
788
$100K
|
|
Feb 14, 2024
Q4 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
282New |
$29.4K - $40.6K
|
282
$35.8K
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
275+ 0.73% |
$28.6K - $39.5K
|
37.8K
$4.79M
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
270New |
$28.1K - $38.8K
|
270
$34.3K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
211New |
$22K - $30.3K
|
211
$26.8K
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
193New |
$20.1K - $27.8K
|
193
$24.5K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
185+ 1.01% |
$19.3K - $26.6K
|
18.5K
$2.35M
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
166+ 7.97% |
$17.3K - $23.9K
|
2.25K
$285K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
149+ 3.83% |
$15.5K - $21.4K
|
4.04K
$513K
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
143+ 0.5% |
$14.9K - $20.6K
|
28.8K
$3.66M
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
138+ 6.45% |
$14.4K - $19.8K
|
2.28K
$289K
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
134+ 0.42% |
$14K - $19.3K
|
32.4K
$4.11M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
129+ 4.81% |
$13.4K - $18.6K
|
2.81K
$357K
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 2.72% |
$10.4K - $14.4K
|
3.78K
$479K
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
96New |
$10K - $13.8K
|
96
$12.2K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
93New |
$9.69K - $13.4K
|
93
$11.8K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76+ 0.25% |
$7.92K - $10.9K
|
30.6K
$3.89M
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
65New |
$6.77K - $9.35K
|
65
$8.25K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50+ 30.3% |
$5.21K - $7.19K
|
215
$27.3K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
48New |
$5K - $6.9K
|
48
$6.09K
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
46New |
$4.79K - $6.61K
|
46
$5.84K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
44+ 17.53% |
$4.58K - $6.33K
|
295
$37.4K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
43+ 9.82% |
$4.48K - $6.18K
|
481
$61.1K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
41New |
$4.27K - $5.9K
|
41
$5.2K
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
31New |
$3.23K - $4.46K
|
31
$3.93K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
31+ 52.54% |
$3.23K - $4.46K
|
90
$11.4K
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
25+ 2.78% |
$2.6K - $3.6K
|
925
$117K
|
|
Feb 09, 2024
Q4 2023
|
Trium Capital LLP
London, X0 |
BUY
|
- |
25+ 1.37% |
$2.6K - $3.6K
|
1.84K
$234K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23+ 164.29% |
$2.4K - $3.31K
|
37
$4.7K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
20New |
$2.08K - $2.88K
|
20
$2.54K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17+ 0.53% |
$1.77K - $2.44K
|
3.24K
$411K
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
17+ 0.46% |
$1.77K - $2.44K
|
3.68K
$466K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13New |
$1.35K - $1.87K
|
13
$1.65K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
11+ 100.0% |
$1.15K - $1.58K
|
22
$2.79K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11New |
$1.15K - $1.58K
|
11
$1.4K
|