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 |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
249+ 22.17% |
$31K - $39.2K
|
1.37K
$250K
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
231+ 0.73% |
$28.8K - $36.3K
|
32K
$5.84M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
220+ 14.43% |
$27.4K - $34.6K
|
1.75K
$318K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
220+ 14.43% |
$27.4K - $34.6K
|
1.75K
$318K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
201+ 9.39% |
$25K - $31.6K
|
2.34K
$427K
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
188New |
$23.4K - $29.6K
|
188
$34.3K
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
173+ 0.55% |
$21.5K - $27.2K
|
31.4K
$5.72M
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
156+ 4.98% |
$19.4K - $24.5K
|
3.29K
$599K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
156+ 5.79% |
$19.4K - $24.5K
|
2.85K
$520K
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
138+ 4.01% |
$17.2K - $21.7K
|
3.58K
$653K
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
108New |
$13.4K - $17K
|
108
$19.7K
|
|
Jul 24, 2023
Q2 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
104+ 1.24% |
$13K - $16.4K
|
8.48K
$1.55M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
102+ 1.15% |
$12.7K - $16K
|
8.98K
$1.64M
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
100New |
$12.5K - $15.7K
|
100
$18.2K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
100+ 3.89% |
$12.5K - $15.7K
|
2.67K
$487K
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
97+ 90.65% |
$12.1K - $15.3K
|
204
$37.2K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
87New |
$10.8K - $13.7K
|
87
$15.9K
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
79+ 1.14% |
$9.84K - $12.4K
|
7K
$1.28M
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
66New |
$8.22K - $10.4K
|
66
$12K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
63+ 25.4% |
$7.84K - $9.91K
|
311
$56.7K
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
62+ 2.49% |
$7.72K - $9.75K
|
2.55K
$465K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
57+ 1140.0% |
$7.1K - $8.97K
|
62
$11.3K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
57+ 1.76% |
$7.1K - $8.97K
|
3.29K
$600K
|
|
Aug 09, 2023
Q2 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
55+ 0.23% |
$6.85K - $8.65K
|
24.1K
$4.4M
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
54+ 13.37% |
$6.72K - $8.49K
|
458
$83.5K
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
53+ 2.6% |
$6.6K - $8.34K
|
2.09K
$382K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
52+ 3.44% |
$6.48K - $8.18K
|
1.56K
$285K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
52+ 1.85% |
$6.48K - $8.18K
|
2.86K
$522K
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
50+ 0.3% |
$6.23K - $7.87K
|
16.8K
$3.06M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
41+ 14.19% |
$5.11K - $6.45K
|
330
$60.2K
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
40+ 0.66% |
$4.98K - $6.29K
|
6.12K
$1.12M
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
37New |
$4.61K - $5.82K
|
37
$6.75K
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
37+ 0.96% |
$4.61K - $5.82K
|
3.89K
$710K
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
35+ 0.79% |
$4.36K - $5.51K
|
4.49K
$819K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
31New |
$3.86K - $4.88K
|
31
$5.65K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
30New |
$3.74K - $4.72K
|
30
$5.47K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
29New |
$3.61K - $4.56K
|
29
$5.29K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
28+ 0.7% |
$3.49K - $4.4K
|
4.02K
$734K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
27New |
$3.36K - $4.25K
|
27
$4.93K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
25New |
$3.11K - $3.93K
|
25
$4.56K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 5.91% |
$3.11K - $3.93K
|
448
$81.7K
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
23New |
$2.86K - $3.62K
|
23
$4.2K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
19New |
$2.37K - $2.99K
|
19
$3.47K
|
|
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
16+ 0.01% |
$1.99K - $2.52K
|
119K
$21.7M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
12+ 17.91% |
$1.49K - $1.89K
|
79
$14.4K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
12New |
$1.49K - $1.89K
|
12
$2.19K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10New |
$1.25K - $1.57K
|
10
$1.82K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9New |
$1.12K - $1.42K
|
9
$1.64K
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
9+ 1.14% |
$1.12K - $1.42K
|
798
$146K
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
8New |
$996 - $1.26K
|
8
$1.46K
|