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 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
6New |
$747 - $944
|
6
$1.09K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
5New |
$623 - $787
|
5
$912
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 200.0% |
$498 - $629
|
6
$1.09K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4New |
$498 - $629
|
4
$730
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 200.0% |
$498 - $629
|
6
$1.09K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 33.33% |
$249 - $315
|
8
$1.46K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2New |
$249 - $315
|
2
$365
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1+ 0.0% |
$125 - $157
|
34.2K
$6.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 12.5% |
$125 - $157
|
9
$1.64K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 11.11% |
$374 - $472
|
24
$4.38K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4- 3.15% |
$498 - $629
|
123
$22.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-4- 0.01% |
$498 - $629
|
29.7K
$5.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9- 0.47% |
$1.12K - $1.42K
|
1.91K
$349K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-9- 45.0% |
$1.12K - $1.42K
|
11
$2.01K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-9- 0.06% |
$1.12K - $1.42K
|
15.3K
$2.79M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-10- 5.78% |
$1.25K - $1.57K
|
163
$29.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Engine Capital Management, LP
New York, NY |
SELL
|
- |
-15- 19.23% |
$1.87K - $2.36K
|
63
$11.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15- 4.95% |
$1.87K - $2.36K
|
288
$52.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-19- 36.54% |
$2.37K - $2.99K
|
33
$6.02K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-28- 1.56% |
$3.49K - $4.4K
|
1.77K
$323K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-35- 0.71% |
$4.36K - $5.51K
|
4.87K
$888K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-35- 1.06% |
$4.36K - $5.51K
|
3.26K
$595K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-37- 0.69% |
$4.61K - $5.82K
|
5.34K
$975K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-38Closed |
$4.73K - $5.98K
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-48- 2.33% |
$5.98K - $7.55K
|
2.02K
$368K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-55- 22.63% |
$6.85K - $8.65K
|
188
$34.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-57- 15.62% |
$7.1K - $8.97K
|
308
$56.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-58- 24.37% |
$7.22K - $9.12K
|
180
$32.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-65- 2.1% |
$8.09K - $10.2K
|
3.03K
$553K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-68- 3.59% |
$8.47K - $10.7K
|
1.82K
$333K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-74- 4.85% |
$9.21K - $11.6K
|
1.45K
$265K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-75- 4.49% |
$9.34K - $11.8K
|
1.6K
$291K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-85- 63.43% |
$10.6K - $13.4K
|
49
$8.94K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-88- 4.44% |
$11K - $13.8K
|
1.9K
$346K
|
|
|
Jul 18, 2023
Q2 2023
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-91- 0.44% |
$11.3K - $14.3K
|
20.8K
$3.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-91- 10.69% |
$11.3K - $14.3K
|
760
$139K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-103- 4.3% |
$12.8K - $16.2K
|
2.29K
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-111- 3.7% |
$13.8K - $17.5K
|
2.89K
$527K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-117- 7.62% |
$14.6K - $18.4K
|
1.42K
$259K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-126- 14.09% |
$15.7K - $19.8K
|
768
$140K
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-132- 0.21% |
$16.4K - $20.8K
|
63.4K
$11.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-155- 3.59% |
$19.3K - $24.4K
|
4.16K
$758K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-160- 91.43% |
$19.9K - $25.2K
|
15
$2.74K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-185- 8.82% |
$23K - $29.1K
|
1.91K
$349K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-200- 7.35% |
$24.9K - $31.5K
|
2.52K
$460K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-222- 1.27% |
$27.6K - $34.9K
|
17.2K
$3.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-231- 1.36% |
$28.8K - $36.3K
|
16.7K
$3.05M
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-278- 1.47% |
$34.6K - $43.7K
|
18.7K
$3.4M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-279- 14.68% |
$34.7K - $43.9K
|
1.62K
$296K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-290- 5.07% |
$36.1K - $45.6K
|
5.43K
$990K
|