Latest Institutional Transactions on Agree Realty Corp (ADC)
This table provides information on the latest institutional transactions involving Agree Realty Corp (ADC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 108.47% |
$939K - $1.05M
|
26K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
169+ 3.82% |
$11.7K - $13.1K
|
4.59K
$346K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
22New |
$1.53K - $1.71K
|
22
$1.66K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-550- 3.18% |
$38.2K - $42.7K
|
16.8K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
29.7K+ 143.66% |
$2.07M - $2.31M
|
50.5K
$3.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
51.1K+ 12.16% |
$3.55M - $3.97M
|
471K
$35.5M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
700+ 2.94% |
$48.6K - $54.4K
|
24.5K
$1.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
57.3K+ 3.61% |
$3.98M - $4.45M
|
1.65M
$124M
|
|
|
Feb 06, 2025
Q4 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-1.05K- 4.71% |
$73.2K - $81.8K
|
21.3K
$1.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-20- 0.59% |
$1.39K - $1.55K
|
3.39K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.28K- 47.8% |
$88.8K - $99.3K
|
1.4K
$105K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-6- 0.04% |
$417 - $466
|
15.8K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-800- 6.19% |
$55.6K - $62.1K
|
12.1K
$915K
|
|
|
Feb 06, 2025
Q4 2024
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-9.79K- 2.31% |
$680K - $760K
|
413K
$31.2M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
1.61K+ 4.8% |
$112K - $125K
|
35.1K
$2.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-17- 2.12% |
$1.18K - $1.32K
|
786
$59.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
167+ 2.48% |
$11.6K - $13K
|
6.89K
$520K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-48- 1.54% |
$3.33K - $3.73K
|
3.07K
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.44MNew |
$99.9M - $112M
|
1.44M
$109M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-901- 3.1% |
$62.6K - $70K
|
28.2K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
229+ 0.79% |
$15.9K - $17.8K
|
29.2K
$2.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Aew Capital Management L P
|
SELL
|
- |
-1.2K- 75.0% |
$83.3K - $93.2K
|
400
$30.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-7- 1.58% |
$486 - $544
|
437
$33K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
305+ 0.56% |
$21.2K - $23.7K
|
54.6K
$4.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-52- 2.99% |
$3.61K - $4.04K
|
1.69K
$127K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4.86K+ 0.46% |
$338K - $378K
|
1.06M
$79.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 17.02% |
$1.11K - $1.24K
|
110
$8.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
20.7KNew |
$1.44M - $1.61M
|
20.7K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.18K+ 11.37% |
$81.6K - $91.2K
|
11.5K
$869K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
4.67KNew |
$324K - $362K
|
4.67K
$352K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
76+ 15.38% |
$5.28K - $5.9K
|
570
$43K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
134+ 11.43% |
$9.3K - $10.4K
|
1.31K
$98.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 0.12% |
$69.4 - $77.7
|
815
$61.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
48+ 0.04% |
$3.33K - $3.73K
|
117K
$8.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.46K- 8.49% |
$101K - $113K
|
15.7K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5+ 0.14% |
$347 - $388
|
3.46K
$261K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
600+ 2.93% |
$41.7K - $46.6K
|
21.1K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
41+ 0.34% |
$2.85K - $3.18K
|
12.2K
$921K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.26K- 22.66% |
$87.3K - $97.6K
|
4.29K
$324K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7- 0.2% |
$486 - $544
|
3.41K
$257K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.78K+ 24.59% |
$262K - $293K
|
19.1K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-886- 7.74% |
$61.5K - $68.8K
|
10.6K
$797K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.17K+ 2.44% |
$81K - $90.5K
|
49K
$3.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-8K- 27.27% |
$556K - $621K
|
21.3K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-645- 3.9% |
$44.8K - $50.1K
|
15.9K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-72- 1.07% |
$5K - $5.59K
|
6.67K
$503K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-168- 0.68% |
$11.7K - $13K
|
24.7K
$1.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
22.5KNew |
$1.56M - $1.74M
|
22.5K
$1.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-27.8K- 5.54% |
$1.93M - $2.16M
|
473K
$35.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
572+ 14.39% |
$39.7K - $44.4K
|
4.55K
$343K
|