Purchases and Sales Made in Q4 2023 in Atmos Energy Corp (ATO)
This table provides information about the institutional ownership of Atmos Energy Corp (ATO) during Q4 2023. The information is specifically focused on institutions that hold shares of ATMOS ENERGY CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 4.62% |
$308 - $351
|
68
$9.68K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.22% |
$308 - $351
|
1.39K
$198K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2New |
$206 - $234
|
2
$285
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.09% |
$206 - $234
|
2.14K
$305K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.71% |
$206 - $234
|
284
$40.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.01% |
$206 - $234
|
19.3K
$2.75M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$103 - $117
|
1
$142
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.4% |
$103 - $117
|
249
$35.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.02% |
$103 - $117
|
5.19K
$738K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.18% |
$103 - $117
|
554
$78.9K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.76% |
$103 - $117
|
132
$18.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 1.56% |
$103 - $117
|
65
$9.25K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 7.14% |
$103 - $117
|
15
$2.13K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$103 - $117
|
1
$142
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 6.25% |
$103 - $117
|
15
$2.13K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 6.67% |
$103 - $117
|
14
$1.99K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2- 0.08% |
$206 - $234
|
2.65K
$377K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2- 0.01% |
$206 - $234
|
25.1K
$3.57M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-2- 50.0% |
$206 - $234
|
2
$285
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 1.07% |
$206 - $234
|
185
$26.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-3- 5.0% |
$308 - $351
|
57
$8.11K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-4- 6.56% |
$411 - $467
|
57
$8.11K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5- 0.07% |
$514 - $584
|
7.13K
$1.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-6- 1.16% |
$617 - $701
|
510
$72.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-7- 1.67% |
$719 - $818
|
412
$58.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9- 0.15% |
$925 - $1.05K
|
5.9K
$839K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-9- 0.31% |
$925 - $1.05K
|
2.85K
$405K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-11- 0.46% |
$1.13K - $1.29K
|
2.38K
$338K
|
|
|
Jan 03, 2024
Q4 2023
|
Albert D Mason Inc
|
SELL
|
- |
-13- 0.13% |
$1.34K - $1.52K
|
9.75K
$1.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-13- 10.66% |
$1.34K - $1.52K
|
109
$15.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-14- 0.59% |
$1.44K - $1.64K
|
2.36K
$336K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-16- 0.05% |
$1.64K - $1.87K
|
30.7K
$4.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-18- 3.24% |
$1.85K - $2.1K
|
538
$76.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-20- 0.89% |
$2.06K - $2.34K
|
2.24K
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-20- 0.34% |
$2.06K - $2.34K
|
5.85K
$833K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-24- 0.34% |
$2.47K - $2.8K
|
7.05K
$1M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-24- 1.51% |
$2.47K - $2.8K
|
1.56K
$222K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-25- 14.29% |
$2.57K - $2.92K
|
150
$21.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-26- 11.98% |
$2.67K - $3.04K
|
191
$27.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-27- 0.54% |
$2.77K - $3.15K
|
4.94K
$703K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-27- 3.18% |
$2.77K - $3.15K
|
822
$117K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-30- 0.4% |
$3.08K - $3.51K
|
7.38K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-32- 1.37% |
$3.29K - $3.74K
|
2.3K
$327K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-33- 86.84% |
$3.39K - $3.86K
|
5
$712
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-33- 86.84% |
$3.39K - $3.86K
|
5
$712
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-42- 1.15% |
$4.32K - $4.91K
|
3.6K
$512K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-45- 0.48% |
$4.62K - $5.26K
|
9.37K
$1.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-50- 1.39% |
$5.14K - $5.84K
|
3.54K
$504K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-52- 91.23% |
$5.34K - $6.08K
|
5
$712
|