Purchases and Sales Made in Q4 2023 in National Grid PLC (NGG)
This table provides information about the institutional ownership of National Grid PLC (NGG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
291New |
$16.7K - $20.2K
|
291
$20.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
290+ 1.97% |
$16.7K - $20.1K
|
15K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
288+ 1.76% |
$16.6K - $20K
|
16.7K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
281+ 2.05% |
$16.2K - $19.5K
|
14K
$973K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
266New |
$15.3K - $18.4K
|
266
$18.5K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
265New |
$15.3K - $18.4K
|
265
$18.4K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
247+ 23.24% |
$14.2K - $17.1K
|
1.31K
$90.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
247+ 38.18% |
$14.2K - $17.1K
|
894
$62K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
227+ 5.47% |
$13.1K - $15.7K
|
4.38K
$304K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
215+ 1.99% |
$12.4K - $14.9K
|
11K
$764K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
205+ 6.92% |
$11.8K - $14.2K
|
3.17K
$220K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
204+ 18.6% |
$11.7K - $14.1K
|
1.3K
$90.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
185+ 4625.0% |
$10.6K - $12.8K
|
189
$13.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
183+ 14.5% |
$10.5K - $12.7K
|
1.45K
$100K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
183New |
$10.5K - $12.7K
|
183
$12.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
167New |
$9.61K - $11.6K
|
167
$11.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
167+ 1.16% |
$9.61K - $11.6K
|
14.6K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
159New |
$9.15K - $11K
|
159
$11K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
156+ 66.1% |
$8.98K - $10.8K
|
392
$27.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
155New |
$8.92K - $10.7K
|
155
$10.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
154+ 3.53% |
$8.86K - $10.7K
|
4.51K
$313K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
153+ 22.73% |
$8.81K - $10.6K
|
826
$57.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
138+ 4.2% |
$7.94K - $9.56K
|
3.42K
$237K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
133+ 0.1% |
$7.65K - $9.22K
|
129K
$8.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
127+ 1.08% |
$7.31K - $8.8K
|
11.8K
$821K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
127+ 3.34% |
$7.31K - $8.8K
|
3.93K
$273K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
125+ 3.05% |
$7.19K - $8.66K
|
4.22K
$293K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
118+ 20.34% |
$6.79K - $8.18K
|
698
$48.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
117+ 23.54% |
$6.73K - $8.11K
|
614
$42.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
116+ 1.29% |
$6.68K - $8.04K
|
9.09K
$631K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
113New |
$6.5K - $7.83K
|
113
$7.84K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
98New |
$5.64K - $6.79K
|
98
$6.8K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
94+ 1.35% |
$5.41K - $6.51K
|
7.06K
$490K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
91+ 13.21% |
$5.24K - $6.31K
|
780
$54.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
91+ 50.0% |
$5.24K - $6.31K
|
273
$18.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
84+ 7.26% |
$4.83K - $5.82K
|
1.24K
$86.1K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
57+ 1.85% |
$3.28K - $3.95K
|
3.13K
$217K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
57+ 13.16% |
$3.28K - $3.95K
|
490
$34K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
50+ 0.46% |
$2.88K - $3.47K
|
10.9K
$753K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
49New |
$2.82K - $3.4K
|
49
$3.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
47New |
$2.7K - $3.26K
|
47
$3.26K
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
45+ 1.12% |
$2.59K - $3.12K
|
4.08K
$283K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
39New |
$2.24K - $2.7K
|
39
$2.71K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
26+ 2.45% |
$1.5K - $1.8K
|
1.09K
$75.4K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
22+ 100.0% |
$1.27K - $1.52K
|
44
$3.05K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18New |
$1.04K - $1.25K
|
18
$1.25K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
16New |
$921 - $1.11K
|
16
$1.11K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 22.54% |
$921 - $1.11K
|
87
$6.04K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
14+ 1.4% |
$806 - $970
|
1.02K
$70.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13New |
$748 - $901
|
13
$902
|