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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
33+ 0.37% |
$2K - $2.24K
|
8.94K
$556K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
32+ 91.43% |
$1.94K - $2.18K
|
67
$4.17K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
32New |
$1.94K - $2.18K
|
32
$1.99K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
29+ 1.68% |
$1.75K - $1.97K
|
1.75K
$109K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
29+ 0.54% |
$1.75K - $1.97K
|
5.44K
$338K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
25+ 28.09% |
$1.51K - $1.7K
|
114
$7.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
22+ 21.78% |
$1.33K - $1.5K
|
123
$7.66K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20+ 2.19% |
$1.21K - $1.36K
|
935
$58.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
20+ 0.19% |
$1.21K - $1.36K
|
10.3K
$642K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
18+ 1.73% |
$1.09K - $1.22K
|
1.06K
$65.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18+ 0.23% |
$1.09K - $1.22K
|
7.74K
$482K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
18+ 1.64% |
$1.09K - $1.22K
|
1.12K
$69.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
18+ 5.49% |
$1.09K - $1.22K
|
346
$21.5K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
15New |
$907 - $1.02K
|
15
$934
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
13+ 0.36% |
$786 - $884
|
3.65K
$227K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
13+ 1.26% |
$786 - $884
|
1.04K
$64.8K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 130.0% |
$786 - $884
|
23
$1.43K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13New |
$786 - $884
|
13
$809
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
13+ 1.75% |
$786 - $884
|
757
$47.1K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12+ 0.63% |
$726 - $816
|
1.91K
$119K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11+ 0.19% |
$665 - $748
|
5.88K
$366K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
11+ 1.3% |
$665 - $748
|
857
$53.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 1.69% |
$484 - $544
|
480
$29.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.59% |
$484 - $544
|
1.36K
$84.8K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
7+ 0.17% |
$423 - $476
|
4.08K
$254K
|
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.13% |
$302 - $340
|
4K
$249K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 0.72% |
$302 - $340
|
701
$43.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 4.26% |
$242 - $272
|
98
$6.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 1.29% |
$242 - $272
|
313
$19.5K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3New |
$181 - $204
|
3
$187
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$181 - $204
|
3
$187
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.99% |
$121 - $136
|
204
$12.7K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2+ 0.03% |
$121 - $136
|
6.73K
$419K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.63% |
$60.5 - $68
|
161
$10K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.28% |
$60.5 - $68
|
79
$4.92K
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2- 0.43% |
$121 - $136
|
460
$28.6K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3- 8.57% |
$181 - $204
|
32
$1.99K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.79% |
$302 - $340
|
625
$38.9K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 0.07% |
$302 - $340
|
7.19K
$448K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-6- 0.1% |
$363 - $408
|
6.14K
$382K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-7- 0.12% |
$423 - $476
|
5.75K
$358K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-10- 33.33% |
$605 - $680
|
20
$1.25K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.2% |
$605 - $680
|
4.97K
$309K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-11- 1.04% |
$665 - $748
|
1.05K
$65.2K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-12- 1.62% |
$726 - $816
|
728
$45.3K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-12- 1.62% |
$726 - $816
|
728
$45.3K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-15- 3.2% |
$907 - $1.02K
|
454
$28.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 1.09% |
$1.15K - $1.29K
|
1.73K
$108K
|