Purchases and Sales Made in Q1 2023 in Ferguson PLC (FERG)
This table provides information about the institutional ownership of Ferguson PLC (FERG) during Q1 2023. The information is specifically focused on institutions that hold shares of Ferguson plc.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.53KNew |
$197K - $229K
|
1.53K
$279K
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.51KNew |
$194K - $226K
|
1.51K
$275K
|
|
May 11, 2023
Q1 2023
|
Chico Wealth Ria
|
BUY
|
- |
1.5KNew |
$192K - $224K
|
1.5K
$273K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.46K+ 5.31% |
$188K - $219K
|
29K
$5.3M
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
1.45K+ 2.46% |
$186K - $217K
|
60.4K
$11M
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.4K+ 25.39% |
$180K - $210K
|
6.92K
$1.26M
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
1.15K+ 4.13% |
$147K - $171K
|
28.9K
$5.27M
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.1KNew |
$141K - $164K
|
1.1K
$200K
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
991+ 13.57% |
$127K - $148K
|
8.3K
$1.51M
|
|
May 11, 2023
Q1 2023
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
831+ 0.99% |
$107K - $124K
|
84.4K
$15.4M
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
822+ 1.19% |
$106K - $123K
|
69.6K
$12.7M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
796+ 40.06% |
$102K - $119K
|
2.78K
$508K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
778+ 10.14% |
$99.9K - $116K
|
8.45K
$1.54M
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
BUY
|
- |
700+ 40.79% |
$89.9K - $105K
|
2.42K
$441K
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
659+ 14.48% |
$84.6K - $98.6K
|
5.21K
$950K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
635+ 19.21% |
$81.5K - $95K
|
3.94K
$719K
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
569+ 25.23% |
$73K - $85.1K
|
2.82K
$515K
|
|
Apr 28, 2023
Q1 2023
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
555+ 0.98% |
$71.2K - $83K
|
57.1K
$10.4M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
545+ 681.25% |
$70K - $81.5K
|
625
$114K
|
|
May 09, 2023
Q1 2023
|
Alta Advisers LTD
|
BUY
|
- |
500New |
$64.2K - $74.8K
|
500
$91.2K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
488+ 787.1% |
$62.6K - $73K
|
550
$100K
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
484+ 19.23% |
$62.1K - $72.4K
|
3K
$547K
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
479+ 13.99% |
$61.5K - $71.7K
|
3.9K
$712K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
465+ 26.89% |
$59.7K - $69.6K
|
2.19K
$400K
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
446+ 0.71% |
$57.3K - $66.7K
|
63.5K
$11.6M
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
394+ 8.35% |
$50.6K - $58.9K
|
5.11K
$933K
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
388+ 15.1% |
$49.8K - $58K
|
2.96K
$539K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
359+ 3.44% |
$46.1K - $53.7K
|
10.8K
$1.97M
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
301+ 4.44% |
$38.6K - $45K
|
7.07K
$1.29M
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
284New |
$36.5K - $42.5K
|
284
$51.8K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
253+ 28.49% |
$32.5K - $37.9K
|
1.14K
$208K
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
243New |
$31.2K - $36.4K
|
243
$44.3K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
241+ 8.45% |
$30.9K - $36.1K
|
3.09K
$564K
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
224+ 9.07% |
$28.8K - $33.5K
|
2.69K
$491K
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
221New |
$28.4K - $33.1K
|
221
$40.3K
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
206+ 1.36% |
$26.4K - $30.8K
|
15.3K
$2.8M
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
176+ 4.52% |
$22.6K - $26.3K
|
4.07K
$743K
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
176+ 1.02% |
$22.6K - $26.3K
|
17.4K
$3.18M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
176+ 6.99% |
$22.6K - $26.3K
|
2.69K
$491K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
161+ 125.78% |
$20.7K - $24.1K
|
289
$52.7K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
134New |
$17.2K - $20K
|
134
$24.4K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
134New |
$17.2K - $20K
|
134
$24.4K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
132+ 1.21% |
$16.9K - $19.7K
|
11.1K
$2.02M
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100+ 1.74% |
$12.8K - $15K
|
5.83K
$1.06M
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
90New |
$11.6K - $13.5K
|
90
$16.4K
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
78+ 3.76% |
$10K - $11.7K
|
2.16K
$393K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
67+ 2.31% |
$8.6K - $10K
|
2.97K
$542K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
62+ 2.47% |
$7.96K - $9.28K
|
2.57K
$469K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
49+ 3.32% |
$6.29K - $7.33K
|
1.53K
$278K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
47+ 23.38% |
$6.03K - $7.03K
|
248
$45.2K
|