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 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
282+ 2.85% |
$18.6K - $20.9K
|
10.2K
$627K
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
279+ 1.32% |
$18.4K - $20.7K
|
21.4K
$1.32M
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
266New |
$17.6K - $19.7K
|
266
$16.4K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
264New |
$17.4K - $19.6K
|
264
$16.2K
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
224+ 2.34% |
$14.8K - $16.6K
|
9.8K
$603K
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
198+ 1.36% |
$13.1K - $14.7K
|
14.7K
$906K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
170New |
$11.2K - $12.6K
|
170
$10.5K
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
160+ 3.1% |
$10.6K - $11.9K
|
5.33K
$328K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
153+ 3.55% |
$10.1K - $11.4K
|
4.46K
$275K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
151+ 6.33% |
$9.97K - $11.2K
|
2.54K
$156K
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
149+ 1.68% |
$9.84K - $11.1K
|
9.02K
$555K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
141+ 0.75% |
$9.31K - $10.5K
|
18.9K
$1.16M
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
128+ 13.69% |
$8.45K - $9.5K
|
1.06K
$65.4K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
122+ 1.44% |
$8.06K - $9.05K
|
8.6K
$529K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
119+ 34.69% |
$7.86K - $8.83K
|
462
$28.4K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
119+ 1.62% |
$7.86K - $8.83K
|
7.45K
$459K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
117+ 1063.64% |
$7.73K - $8.68K
|
128
$7.88K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
115+ 1.15% |
$7.6K - $8.54K
|
10.1K
$624K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
99+ 3.35% |
$6.54K - $7.35K
|
3.05K
$188K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
96New |
$6.34K - $7.13K
|
96
$5.91K
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
95+ 0.84% |
$6.27K - $7.05K
|
11.4K
$703K
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
94+ 0.59% |
$6.21K - $6.98K
|
16K
$982K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
92New |
$6.08K - $6.83K
|
92
$5.66K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
83+ 8.19% |
$5.48K - $6.16K
|
1.1K
$67.5K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
81New |
$5.35K - $6.01K
|
81
$4.98K
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
72+ 0.81% |
$4.76K - $5.34K
|
9.01K
$554K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
67New |
$4.43K - $4.97K
|
67
$4.12K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
65+ 10.76% |
$4.29K - $4.82K
|
669
$41.2K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
61+ 610.0% |
$4.03K - $4.53K
|
71
$4.37K
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
61New |
$4.03K - $4.53K
|
61
$3.75K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
55New |
$3.63K - $4.08K
|
55
$3.38K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
47+ 1.3% |
$3.1K - $3.49K
|
3.68K
$226K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
47+ 1.3% |
$3.1K - $3.49K
|
3.68K
$226K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
47+ 4.49% |
$3.1K - $3.49K
|
1.09K
$67.3K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
44New |
$2.91K - $3.27K
|
44
$2.71K
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
41+ 0.33% |
$2.71K - $3.04K
|
12.3K
$757K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
40+ 1.16% |
$2.64K - $2.97K
|
3.5K
$215K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
38+ 1.19% |
$2.51K - $2.82K
|
3.24K
$199K
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
37+ 10.69% |
$2.44K - $2.75K
|
383
$23.6K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
37+ 3.87% |
$2.44K - $2.75K
|
993
$61.1K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
32New |
$2.11K - $2.38K
|
32
$1.97K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
29New |
$1.92K - $2.15K
|
29
$1.78K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
19+ 15.45% |
$1.25K - $1.41K
|
142
$8.74K
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
18+ 1.64% |
$1.19K - $1.34K
|
1.12K
$68.8K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16+ 16.33% |
$1.06K - $1.19K
|
114
$7.02K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
16+ 3.52% |
$1.06K - $1.19K
|
470
$28.9K
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
15New |
$991 - $1.11K
|
15
$923
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 9.32% |
$991 - $1.11K
|
176
$10.8K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 9.32% |
$991 - $1.11K
|
176
$10.8K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
12New |
$793 - $891
|
12
$738
|