Purchases and Sales Made in Q2 2023 in Algonquin Power & Utilities Corp. (AQN)
This table provides information about the institutional ownership of Algonquin Power & Utilities Corp. (AQN) during Q2 2023. The information is specifically focused on institutions that hold shares of ALGONQUIN POWER & UTILITIES CORP..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.69K+ 8.37% |
$45.8K - $50.8K
|
73.6K
$365K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.56K+ 14.41% |
$44.8K - $49.7K
|
44.2K
$219K
|
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.99K+ 49.91% |
$40.2K - $44.6K
|
15K
$74.4K
|
|
|
Nov 13, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
4.7KNew |
$37.8K - $42K
|
4.7K
$23.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
4K+ 4.46% |
$32.2K - $35.8K
|
93.7K
$465K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.67K+ 27.21% |
$29.5K - $32.8K
|
17.2K
$85.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
3.38K+ 2.23% |
$27.2K - $30.2K
|
155K
$771K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.51K+ 8.79% |
$20.2K - $22.4K
|
31.1K
$154K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.44K+ 13.96% |
$19.6K - $21.8K
|
19.9K
$98.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
2.39K+ 0.41% |
$19.2K - $21.4K
|
584K
$2.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
2.02K+ 3.91% |
$16.3K - $18.1K
|
53.7K
$266K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.92K+ 4.12% |
$15.5K - $17.2K
|
48.6K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.66K+ 8.52% |
$13.4K - $14.9K
|
21.2K
$105K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.49K+ 108.11% |
$12K - $13.3K
|
2.87K
$14.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.25K+ 33.33% |
$10.1K - $11.2K
|
5K
$24.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.05K+ 4.73% |
$8.44K - $9.38K
|
23.2K
$115K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
864New |
$6.96K - $7.72K
|
864
$4.29K
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
820+ 5.46% |
$6.6K - $7.33K
|
15.8K
$78.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
774+ 10.13% |
$6.23K - $6.92K
|
8.42K
$41.8K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
774+ 10.13% |
$6.23K - $6.92K
|
8.42K
$41.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
750+ 6.55% |
$6.04K - $6.71K
|
12.2K
$60.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
666+ 3.41% |
$5.36K - $5.95K
|
20.2K
$100K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
606+ 4.71% |
$4.88K - $5.42K
|
13.5K
$66.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
511+ 0.13% |
$4.11K - $4.57K
|
384K
$1.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
500New |
$4.03K - $4.47K
|
500
$2.48K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
490New |
$3.94K - $4.38K
|
490
$2.43K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
400+ 19.37% |
$3.22K - $3.58K
|
2.47K
$12.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
360+ 1.09% |
$2.9K - $3.22K
|
33.4K
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
354+ 0.81% |
$2.85K - $3.16K
|
44.3K
$220K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
115+ 16.27% |
$926 - $1.03K
|
822
$4.08K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
111+ 82.84% |
$894 - $992
|
245
$1.22K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
78+ 0.44% |
$628 - $697
|
17.7K
$87.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
75New |
$604 - $671
|
75
$372
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
52+ 11.5% |
$419 - $465
|
504
$2.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
50+ 10.0% |
$403 - $447
|
550
$2.73K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5+ 0.03% |
$40.3 - $44.7
|
17.6K
$87.2K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 20.0% |
$24.2 - $26.8
|
18
$89.3
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 3.57% |
$8.05 - $8.94
|
27
$134
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-24- 0.34% |
$193 - $215
|
7.1K
$35.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-170- 2.65% |
$1.37K - $1.52K
|
6.25K
$31K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-245- 2.39% |
$1.97K - $2.19K
|
10K
$49.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-300- 1.98% |
$2.42K - $2.68K
|
14.8K
$73.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-331- 27.36% |
$2.66K - $2.96K
|
879
$4.36K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-344- 0.78% |
$2.77K - $3.08K
|
43.9K
$218K
|
|
|
Aug 21, 2023
Q2 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-500- 0.23% |
$4.03K - $4.47K
|
215K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-600- 1.94% |
$4.83K - $5.36K
|
30.3K
$151K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-671- 28.36% |
$5.4K - $6K
|
1.7K
$8.41K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-739- 0.2% |
$5.95K - $6.61K
|
361K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-790- 1.29% |
$6.36K - $7.06K
|
60.5K
$300K
|