Purchases and Sales Made in Q2 2023 in Ferguson PLC (FERG)
This table provides information about the institutional ownership of Ferguson PLC (FERG) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.5KNew |
$186K - $235K
|
1.5K
$273K
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.43KNew |
$179K - $226K
|
1.43K
$262K
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.43KNew |
$178K - $225K
|
1.43K
$261K
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.41K+ 35.01% |
$176K - $222K
|
5.45K
$993K
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
1.37KNew |
$170K - $215K
|
1.37K
$249K
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.36KNew |
$170K - $215K
|
1.36K
$249K
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.36K+ 4.48% |
$169K - $213K
|
31.6K
$5.76M
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
1.35KNew |
$168K - $213K
|
1.35K
$246K
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.35KNew |
$168K - $212K
|
1.35K
$246K
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.34K+ 10.31% |
$167K - $211K
|
14.4K
$2.62M
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.32KNew |
$165K - $208K
|
1.32K
$242K
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
1.27K+ 22.1% |
$158K - $200K
|
7.03K
$1.28M
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.25K+ 24.42% |
$156K - $196K
|
6.36K
$1.16M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.23K+ 11.42% |
$154K - $194K
|
12K
$2.19M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.1K+ 27.89% |
$137K - $173K
|
5.04K
$919K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.09KNew |
$136K - $172K
|
1.09K
$200K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.02K+ 36.51% |
$127K - $160K
|
3.8K
$693K
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
982+ 61.45% |
$122K - $154K
|
2.58K
$471K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
967+ 32.54% |
$120K - $152K
|
3.94K
$719K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
958+ 61.33% |
$119K - $151K
|
2.52K
$460K
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
942+ 13.84% |
$117K - $148K
|
7.75K
$1.41M
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
905+ 52.89% |
$113K - $142K
|
2.62K
$477K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
881+ 77.21% |
$110K - $139K
|
2.02K
$369K
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
875+ 29.59% |
$109K - $138K
|
3.83K
$699K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
838+ 1.81% |
$104K - $132K
|
47.2K
$8.61M
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
BUY
|
- |
818+ 10.94% |
$102K - $129K
|
8.29K
$1.51M
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
812New |
$101K - $128K
|
812
$148K
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
768+ 26.4% |
$95.6K - $121K
|
3.68K
$671K
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
733+ 25.25% |
$91.3K - $115K
|
3.64K
$663K
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
637+ 3.43% |
$79.3K - $100K
|
19.2K
$3.5M
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
623+ 16.42% |
$77.6K - $98K
|
4.42K
$806K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
574New |
$71.5K - $90.3K
|
574
$105K
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
540+ 25.06% |
$67.2K - $84.9K
|
2.7K
$492K
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
517+ 28.71% |
$64.4K - $81.3K
|
2.32K
$423K
|
|
Jul 20, 2023
Q2 2023
|
River Road Asset Management, LLC
|
BUY
|
- |
488+ 0.17% |
$60.8K - $76.8K
|
292K
$53.2M
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
486+ 8.33% |
$60.5K - $76.5K
|
6.32K
$1.15M
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
427+ 25.74% |
$53.2K - $67.2K
|
2.09K
$381K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
419+ 5.05% |
$52.2K - $65.9K
|
8.71K
$1.59M
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
410+ 25.08% |
$51.1K - $64.5K
|
2.05K
$373K
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
397+ 1.2% |
$49.4K - $62.5K
|
33.5K
$6.1M
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
390+ 14.66% |
$48.6K - $61.4K
|
3.05K
$556K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
385+ 1.98% |
$47.9K - $60.6K
|
19.9K
$3.62M
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
351+ 10.21% |
$43.7K - $55.2K
|
3.79K
$691K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
332New |
$41.3K - $52.2K
|
332
$60.6K
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
321+ 20.28% |
$40K - $50.5K
|
1.9K
$347K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
319+ 20.5% |
$39.7K - $50.2K
|
1.88K
$342K
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
315+ 9.31% |
$39.2K - $49.6K
|
3.7K
$675K
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
301+ 5.28% |
$37.5K - $47.4K
|
6.01K
$1.1M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
288+ 3.47% |
$35.9K - $45.3K
|
8.58K
$1.57M
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
287New |
$35.7K - $45.1K
|
287
$52.4K
|