Purchases and Sales Made in Q2 2023 in National Grid PLC (NGG)
This table provides information about the institutional ownership of National Grid PLC (NGG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
6.31KNew |
$417K - $469K
|
6.31K
$389K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.25KNew |
$413K - $464K
|
6.25K
$385K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
5.46K+ 56.49% |
$361K - $405K
|
15.1K
$931K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.22K+ 26.34% |
$345K - $387K
|
25K
$1.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.15K+ 84.67% |
$340K - $382K
|
11.2K
$691K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.76K+ 12.28% |
$314K - $353K
|
43.5K
$2.68M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.62K+ 49.78% |
$305K - $343K
|
13.9K
$855K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.6K+ 20.64% |
$304K - $341K
|
26.9K
$1.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.58KNew |
$302K - $340K
|
4.58K
$282K
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.21K+ 21.57% |
$278K - $313K
|
23.8K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
4.15KNew |
$274K - $308K
|
4.15K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.08KNew |
$269K - $302K
|
4.08K
$251K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.91KNew |
$258K - $290K
|
3.91K
$240K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.83KNew |
$253K - $284K
|
3.83K
$235K
|
|
|
Aug 01, 2023
Q2 2023
|
Todd Asset Management LLC
|
BUY
|
- |
3.82K+ 54.96% |
$252K - $283K
|
10.8K
$662K
|
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.8KNew |
$251K - $282K
|
3.8K
$234K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.78K+ 5.72% |
$250K - $281K
|
69.9K
$4.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.74K+ 2.57% |
$247K - $277K
|
149K
$9.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
3.68KNew |
$243K - $273K
|
3.68K
$226K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.59KNew |
$237K - $266K
|
3.59K
$221K
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
3.55K+ 18.86% |
$234K - $263K
|
22.4K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.37KNew |
$223K - $250K
|
3.37K
$208K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.31KNew |
$218K - $245K
|
3.31K
$203K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.29KNew |
$217K - $244K
|
3.29K
$202K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.25K+ 11.35% |
$215K - $241K
|
31.9K
$1.96M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.07KNew |
$203K - $228K
|
3.07K
$189K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
3.06KNew |
$202K - $227K
|
3.06K
$188K
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.98K+ 96.57% |
$197K - $221K
|
6.07K
$373K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2.98KNew |
$197K - $221K
|
2.98K
$183K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.87K+ 4.99% |
$190K - $213K
|
60.4K
$3.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.78K+ 9.18% |
$183K - $206K
|
33K
$2.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.61K+ 65.93% |
$173K - $194K
|
6.57K
$405K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.61K+ 16.38% |
$172K - $194K
|
18.5K
$1.14M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
2.59K+ 8.26% |
$171K - $192K
|
33.9K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.5K+ 13.38% |
$165K - $185K
|
21.2K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.44K+ 16.99% |
$161K - $181K
|
16.8K
$1.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
2.42K+ 12.34% |
$160K - $179K
|
22K
$1.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.32K+ 23.05% |
$153K - $172K
|
12.4K
$762K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.3K+ 235.9% |
$152K - $171K
|
3.28K
$202K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.24K+ 14.54% |
$148K - $166K
|
17.6K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
2.22K+ 14.53% |
$147K - $165K
|
17.5K
$1.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.17K+ 24.21% |
$143K - $161K
|
11.1K
$685K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.13K+ 15.04% |
$141K - $158K
|
16.3K
$1M
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.81K+ 6.58% |
$120K - $134K
|
29.3K
$1.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.74K+ 14.72% |
$115K - $129K
|
13.6K
$834K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.59K+ 14.4% |
$105K - $118K
|
12.6K
$778K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.55K+ 12.33% |
$102K - $115K
|
14.1K
$868K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.52K+ 23.59% |
$100K - $113K
|
7.96K
$490K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.44K+ 15.08% |
$95.4K - $107K
|
11K
$678K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.37K+ 25.22% |
$90.6K - $102K
|
6.81K
$419K
|