Purchases and Sales Made in Q4 2023 in Regency Centers Corp (REG)
This table provides information about the institutional ownership of Regency Centers Corp (REG) during Q4 2023. The information is specifically focused on institutions that hold shares of REGENCY CENTERS CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.79% |
$5.7K - $6.78K
|
12.8K
$994K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
82+ 0.18% |
$4.67K - $5.56K
|
45.2K
$3.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
66New |
$3.76K - $4.48K
|
66
$5.13K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
61+ 1.12% |
$3.48K - $4.14K
|
5.49K
$427K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
60+ 16.39% |
$3.42K - $4.07K
|
426
$33.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
57+ 1.51% |
$3.25K - $3.87K
|
3.84K
$299K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
53+ 0.18% |
$3.02K - $3.6K
|
28.8K
$2.24M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 62.5% |
$2.85K - $3.39K
|
130
$10.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
47+ 0.8% |
$2.68K - $3.19K
|
5.96K
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
46New |
$2.62K - $3.12K
|
46
$3.58K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
46New |
$2.62K - $3.12K
|
46
$3.58K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
45+ 1.07% |
$2.56K - $3.05K
|
4.24K
$330K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
45New |
$2.56K - $3.05K
|
45
$3.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
43+ 51.81% |
$2.45K - $2.92K
|
126
$9.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
41+ 22.4% |
$2.34K - $2.78K
|
224
$17.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
38+ 1.77% |
$2.17K - $2.58K
|
2.19K
$170K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
35+ 11.15% |
$1.99K - $2.37K
|
349
$27.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
25+ 0.29% |
$1.42K - $1.7K
|
8.59K
$668K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
25+ 6.41% |
$1.42K - $1.7K
|
415
$32.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16New |
$912 - $1.09K
|
16
$1.24K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 32.61% |
$855 - $1.02K
|
61
$4.74K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
14+ 0.27% |
$798 - $950
|
5.2K
$404K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12+ 0.68% |
$684 - $814
|
1.78K
$138K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11New |
$627 - $746
|
11
$855
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
11New |
$627 - $746
|
11
$855
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10New |
$570 - $679
|
10
$777
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 27.27% |
$513 - $611
|
42
$3.27K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
9New |
$513 - $611
|
9
$700
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9+ 42.86% |
$513 - $611
|
30
$2.33K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8+ 4.94% |
$456 - $543
|
170
$13.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
6New |
$342 - $407
|
6
$466
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5New |
$285 - $339
|
5
$389
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 4.3% |
$228 - $271
|
97
$7.54K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.63% |
$171 - $204
|
482
$37.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.59% |
$114 - $136
|
343
$26.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 1.11% |
$57 - $67.9
|
91
$7.07K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 2.22% |
$57 - $67.9
|
46
$3.58K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.08% |
$57 - $67.9
|
1.22K
$94.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 8.82% |
$171 - $204
|
31
$2.41K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6- 2.5% |
$342 - $407
|
234
$18.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11- 61.11% |
$627 - $746
|
7
$544
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12- 0.25% |
$684 - $814
|
4.85K
$377K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-16- 16.67% |
$912 - $1.09K
|
80
$6.22K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-18- 1.2% |
$1.03K - $1.22K
|
1.49K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-20- 10.2% |
$1.14K - $1.36K
|
176
$13.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21- 20.79% |
$1.2K - $1.42K
|
80
$6.22K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-29- 0.49% |
$1.65K - $1.97K
|
5.85K
$455K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-31- 0.24% |
$1.77K - $2.1K
|
13.1K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-34- 0.1% |
$1.94K - $2.31K
|
33.9K
$2.64M
|