Latest Institutional Purchases of Agree Realty Corp (ADC)
This list provides information on the latest institutional transactions involving Agree Realty Corp (ADC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.86KNew |
$182K - $206K
|
2.86K
$207K
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.83KNew |
$180K - $204K
|
2.83K
$206K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.41K+ 10.64% |
$89.7K - $102K
|
14.7K
$1.07M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1KNew |
$63.5K - $72.2K
|
1K
$72.6K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
956+ 2.98% |
$60.7K - $69K
|
33.1K
$2.4M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
586New |
$37.2K - $42.3K
|
586
$42.5K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
309New |
$19.6K - $22.3K
|
309
$22.4K
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
238New |
$15.1K - $17.2K
|
238
$17.3K
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
199+ 5.56% |
$12.6K - $14.4K
|
3.78K
$274K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
141+ 56.18% |
$8.95K - $10.2K
|
392
$28.4K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
75New |
$4.76K - $5.41K
|
75
$5.44K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
60New |
$3.81K - $4.33K
|
60
$4.35K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
36New |
$2.29K - $2.6K
|
36
$2.61K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17New |
$1.08K - $1.23K
|
17
$1.23K
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.01% |
$63.5 - $72.2
|
12K
$870K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
650KNew |
$12.8M - $52.2M
|
650K
$47.2M
|
|
Nov 14, 2022
Q3 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
232KNew |
$4.56M - $18.6M
|
232K
$16.8M
|
|
Nov 14, 2022
Q3 2022
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
200KNew |
$3.94M - $16.1M
|
200K
$14.5M
|
|
Nov 14, 2022
Q3 2022
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
67.1KNew |
$1.32M - $5.39M
|
67.1K
$4.87M
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
52KNew |
$1.02M - $4.18M
|
52K
$3.77M
|
|
Nov 14, 2022
Q3 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
50KNew |
$984K - $4.02M
|
50K
$3.63M
|
|
Nov 14, 2022
Q3 2022
|
Symmetry Investments LP
|
BUY
|
- |
37.5KNew |
$738K - $3.01M
|
37.5K
$2.72M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
16.6KNew |
$327K - $1.33M
|
16.6K
$1.2M
|
|
Nov 15, 2022
Q3 2022
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
15KNew |
$295K - $1.21M
|
15K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
7.5KNew |
$148K - $603K
|
7.5K
$544K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
7.45KNew |
$147K - $598K
|
7.45K
$540K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.35KNew |
$105K - $430K
|
5.35K
$388K
|
|
Oct 24, 2022
Q3 2022
|
Mizuho Securities Usa LLC
|
BUY
|
- |
4.2KNew |
$82.7K - $338K
|
4.2K
$305K
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.22KNew |
$24.1K - $98.3K
|
1.22K
$88.8K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
898New |
$17.7K - $72.2K
|
898
$65.2K
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
515New |
$10.1K - $41.4K
|
515
$37.4K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
385+ 80.88% |
$7.58K - $30.9K
|
861
$62.5K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
124+ 44.93% |
$2.44K - $9.96K
|
400
$29K
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
80+ 66.67% |
$1.57K - $6.43K
|
200
$14.5K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
80New |
$1.57K - $6.43K
|
80
$5.81K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
36+ 64.29% |
$708 - $2.89K
|
92
$6.68K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
11New |
$216 - $884
|
11
$798
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
9New |
$177 - $723
|
9
$653
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4New |
$78.7 - $321
|
4
$290
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1New |
$19.7 - $80.4
|
1
$72.6
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
21.1K+ 14.15% |
$1.39M - $1.56M
|
170K
$12.3M
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
16.7KNew |
$1.1M - $1.24M
|
16.7K
$1.21M
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
6.13KNew |
$403K - $454K
|
6.13K
$445K
|
|
Jul 26, 2022
Q2 2022
|
Everence Capital Management Inc
|
BUY
|
- |
4.98K+ 55.15% |
$328K - $369K
|
14K
$1.02M
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
3.47KNew |
$229K - $257K
|
3.47K
$252K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.88KNew |
$190K - $214K
|
2.88K
$209K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.95K+ 59.63% |
$129K - $145K
|
5.23K
$380K
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
938+ 26.0% |
$61.7K - $69.5K
|
4.55K
$330K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
238New |
$15.7K - $17.6K
|
238
$17.3K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
150New |
$9.87K - $11.1K
|
150
$10.9K
|