Purchases and Sales Made in Q1 2024 in National Grid PLC (NGG)
This table provides information about the institutional ownership of National Grid PLC (NGG) during Q1 2024. 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 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
84New |
$5.35K - $5.82K
|
84
$5.17K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
84New |
$5.35K - $5.82K
|
84
$5.17K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
72+ 25.53% |
$4.59K - $4.99K
|
354
$21.8K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
67+ 1.22% |
$4.27K - $4.64K
|
5.54K
$341K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
55New |
$3.5K - $3.81K
|
55
$3.38K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
54+ 5.52% |
$3.44K - $3.74K
|
1.03K
$63.6K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
52New |
$3.31K - $3.6K
|
52
$3.2K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
51New |
$3.25K - $3.53K
|
51
$3.14K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
48+ 13.37% |
$3.06K - $3.33K
|
407
$25K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
47New |
$2.99K - $3.26K
|
47
$2.89K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
46+ 25.14% |
$2.93K - $3.19K
|
229
$14.1K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.82% |
$2.68K - $2.91K
|
5.14K
$316K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
40New |
$2.55K - $2.77K
|
40
$2.46K
|
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
39+ 14.94% |
$2.48K - $2.7K
|
300
$18.5K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
38+ 1.82% |
$2.42K - $2.63K
|
2.12K
$131K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
34New |
$2.17K - $2.36K
|
34
$2.09K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
34+ 1.88% |
$2.17K - $2.36K
|
1.85K
$114K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
33+ 0.68% |
$2.1K - $2.29K
|
4.9K
$302K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
33New |
$2.1K - $2.29K
|
33
$2.03K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
31+ 33.7% |
$1.97K - $2.15K
|
123
$7.57K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
26+ 16.35% |
$1.66K - $1.8K
|
185
$11.4K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
25+ 53.19% |
$1.59K - $1.73K
|
72
$4.43K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
24New |
$1.53K - $1.66K
|
24
$1.48K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
24+ 68.57% |
$1.53K - $1.66K
|
59
$3.63K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
23New |
$1.47K - $1.59K
|
23
$1.42K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
22New |
$1.4K - $1.52K
|
22
$1.35K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
22+ 0.2% |
$1.4K - $1.52K
|
11.1K
$683K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
20+ 0.15% |
$1.27K - $1.39K
|
13.5K
$829K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
20+ 1.61% |
$1.27K - $1.39K
|
1.26K
$77.5K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19New |
$1.21K - $1.32K
|
19
$1.17K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19+ 18.45% |
$1.21K - $1.32K
|
122
$7.51K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15+ 0.76% |
$956 - $1.04K
|
1.98K
$122K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 0.69% |
$764 - $831
|
1.74K
$107K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
10+ 76.92% |
$637 - $693
|
23
$1.42K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
10+ 0.14% |
$637 - $693
|
7.07K
$435K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9+ 0.28% |
$573 - $624
|
3.24K
$199K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
8+ 0.19% |
$510 - $554
|
4.23K
$260K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
8+ 1.32% |
$510 - $554
|
612
$37.7K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5+ 38.46% |
$319 - $346
|
18
$1.11K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3+ 0.41% |
$191 - $208
|
726
$44.7K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3+ 30.0% |
$191 - $208
|
13
$800
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 2.47% |
$127 - $139
|
83
$5.11K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2New |
$127 - $139
|
2
$123
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 2.44% |
$127 - $139
|
84
$5.17K
|
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
BUY
|
- |
1+ 0.01% |
$63.7 - $69.3
|
16.3K
$1.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.94% |
$63.7 - $69.3
|
35
$2.15K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$63.7 - $69.3
|
1
$61.5
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.26% |
$63.7 - $69.3
|
379
$23.3K
|