Purchases and Sales Made in Q1 2023 in National Grid PLC (NGG)
This table provides information about the institutional ownership of National Grid PLC (NGG) during Q1 2023. The information is specifically focused on institutions that hold shares of NATIONAL GRID PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
6.22K+ 50.0% |
$376K - $423K
|
18.7K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.08KNew |
$368K - $413K
|
6.08K
$379K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.95K+ 131.17% |
$360K - $405K
|
10.5K
$653K
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5.11KNew |
$309K - $347K
|
5.11K
$318K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.95K+ 6.46% |
$299K - $336K
|
81.5K
$5.07M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
4.89K+ 102.47% |
$296K - $333K
|
9.67K
$602K
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
4.85KNew |
$293K - $330K
|
4.85K
$302K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.8K+ 9.98% |
$291K - $327K
|
53K
$3.3M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.56K+ 17.36% |
$276K - $310K
|
30.8K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.38K+ 8.24% |
$265K - $298K
|
57.6K
$3.58M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.21KNew |
$255K - $286K
|
4.21K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.04KNew |
$244K - $275K
|
4.04K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.81K+ 17.7% |
$231K - $259K
|
25.4K
$1.58M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.77KNew |
$228K - $256K
|
3.77K
$235K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.74KNew |
$226K - $255K
|
3.74K
$233K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.72K+ 20.05% |
$225K - $253K
|
22.3K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.61KNew |
$219K - $246K
|
3.61K
$225K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.56K+ 10.66% |
$215K - $242K
|
37K
$2.3M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.43KNew |
$208K - $233K
|
3.43K
$214K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.38K+ 10.65% |
$205K - $230K
|
35.2K
$2.19M
|
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
3.37K+ 2.62% |
$204K - $229K
|
132K
$8.21M
|
|
|
May 05, 2023
Q1 2023
|
Saratoga Research & Investment Management
|
BUY
|
- |
3.3KNew |
$199K - $224K
|
3.3K
$205K
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.27KNew |
$198K - $222K
|
3.27K
$203K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.26KNew |
$197K - $222K
|
3.26K
$203K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.26KNew |
$197K - $221K
|
3.26K
$203K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.2KNew |
$193K - $217K
|
3.2K
$199K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
3.18KNew |
$193K - $216K
|
3.18K
$198K
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.09KNew |
$187K - $210K
|
3.09K
$192K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.01KNew |
$182K - $205K
|
3.01K
$187K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.99KNew |
$181K - $203K
|
2.99K
$186K
|
|
|
May 05, 2023
Q1 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
2.82K+ 20.51% |
$170K - $191K
|
16.5K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.71K+ 11.8% |
$164K - $184K
|
25.6K
$1.6M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.63K+ 19.77% |
$159K - $179K
|
15.9K
$991K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
2.47K+ 3.91% |
$149K - $168K
|
65.6K
$4.08M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.47K+ 58.0% |
$149K - $168K
|
6.72K
$419K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.47K+ 35.54% |
$149K - $168K
|
9.41K
$586K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.43K+ 14.04% |
$147K - $165K
|
19.8K
$1.23M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.43K+ 3.59% |
$147K - $165K
|
70K
$4.36M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.32K+ 19.5% |
$140K - $157K
|
14.2K
$884K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.24K+ 0.6% |
$136K - $152K
|
374K
$23.3M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.23K+ 36.65% |
$135K - $152K
|
8.31K
$518K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.23K+ 28.43% |
$135K - $152K
|
10.1K
$627K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.21K+ 29.91% |
$133K - $150K
|
9.58K
$596K
|
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
2.2K+ 0.9% |
$133K - $150K
|
246K
$15.3M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.19K+ 24.74% |
$133K - $149K
|
11.1K
$688K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.16K+ 23.3% |
$131K - $147K
|
11.5K
$713K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.09K+ 536.41% |
$127K - $142K
|
2.48K
$155K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.07K+ 15.5% |
$125K - $140K
|
15.4K
$958K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.03KNew |
$123K - $138K
|
2.03K
$126K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.97K+ 5.35% |
$119K - $134K
|
38.8K
$2.41M
|