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 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-297- 10.6% |
$17.1K - $20.6K
|
2.51K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-300- 9.09% |
$17.3K - $20.8K
|
3K
$208K
|
|
|
Feb 13, 2025
Q4 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-332- 1.17% |
$19.1K - $23K
|
28.1K
$1.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-345- 3.34% |
$19.9K - $23.9K
|
10K
$694K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-353- 22.16% |
$20.3K - $24.5K
|
1.24K
$86K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-360- 5.25% |
$20.7K - $24.9K
|
6.5K
$451K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-365- 56.41% |
$21K - $25.3K
|
282
$19.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-369- 19.11% |
$21.2K - $25.6K
|
1.56K
$108K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-375- 4.19% |
$21.6K - $26K
|
8.57K
$594K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-381- 6.11% |
$21.9K - $26.4K
|
5.86K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-409- 2.22% |
$23.5K - $28.3K
|
18K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-440- 8.45% |
$25.3K - $30.5K
|
4.77K
$331K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-448- 14.72% |
$25.8K - $31K
|
2.6K
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-469- 0.96% |
$27K - $32.5K
|
48.1K
$3.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-480- 37.04% |
$27.6K - $33.3K
|
816
$56.6K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-500- 19.11% |
$28.8K - $34.7K
|
2.12K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-553- 8.97% |
$31.8K - $38.3K
|
5.61K
$389K
|
|
|
Jul 09, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-556- 13.07% |
$32K - $38.5K
|
3.7K
$257K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-570- 4.81% |
$32.8K - $39.5K
|
11.3K
$783K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-585- 0.83% |
$33.7K - $40.5K
|
69.8K
$4.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-594- 3.44% |
$34.2K - $41.2K
|
16.7K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-594- 2.81% |
$34.2K - $41.2K
|
20.6K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-627- 70.61% |
$36.1K - $43.5K
|
261
$18.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-638- 7.36% |
$36.7K - $44.2K
|
8.03K
$557K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-659- 6.23% |
$37.9K - $45.7K
|
9.93K
$689K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-690- 22.76% |
$39.7K - $47.8K
|
2.34K
$163K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-698- 5.59% |
$40.2K - $48.4K
|
11.8K
$817K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-706- 5.68% |
$40.6K - $48.9K
|
11.7K
$814K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-727- 6.7% |
$41.8K - $50.4K
|
10.1K
$702K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-744- 8.37% |
$42.8K - $51.6K
|
8.15K
$566K
|
|
|
Feb 06, 2024
Q4 2023
|
Henry James International Management Inc.
|
SELL
|
- |
-751- 5.39% |
$43.2K - $52K
|
13.2K
$915K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-757- 1.14% |
$43.6K - $52.5K
|
65.5K
$4.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-757- 16.58% |
$43.6K - $52.5K
|
3.81K
$264K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-859- 9.8% |
$49.4K - $59.5K
|
7.91K
$549K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-896- 18.66% |
$51.6K - $62.1K
|
3.91K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-942- 4.38% |
$54.2K - $65.3K
|
20.5K
$1.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-983- 5.21% |
$56.6K - $68.1K
|
17.9K
$1.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-1K- 18.26% |
$57.6K - $69.3K
|
4.48K
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.01K- 9.88% |
$58K - $69.8K
|
9.18K
$637K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.03K- 15.08% |
$59.2K - $71.3K
|
5.8K
$402K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.03K- 51.04% |
$59.3K - $71.4K
|
989
$68.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
SELL
|
- |
-1.03K- 3.92% |
$59.5K - $71.7K
|
25.4K
$1.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.24K- 5.02% |
$71.2K - $85.7K
|
23.4K
$1.62M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-1.31K- 2.46% |
$75.1K - $90.4K
|
51.7K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.33K- 5.08% |
$76.3K - $91.8K
|
24.8K
$1.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.33K- 11.72% |
$76.8K - $92.4K
|
10K
$697K
|
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
SELL
|
- |
-1.5K- 15.63% |
$86.3K - $104K
|
8.1K
$562K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.67K- 7.32% |
$95.9K - $116K
|
21.1K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.71K- 2.5% |
$98.4K - $119K
|
66.7K
$4.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.73K- 7.35% |
$99.4K - $120K
|
21.8K
$1.51M
|