Latest Institutional Transactions on Diversified Healthcare Trust (DHC)
This table provides information on the latest institutional transactions involving Diversified Healthcare Trust (DHC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2021
Q2 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-15.2KClosed |
$52.4K - $73.2K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-450Closed |
$1.55K - $2.17K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-232KClosed |
$799K - $1.12M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-22Closed |
$75.9 - $106
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-534Closed |
$1.84K - $2.57K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-34.2KClosed |
$118K - $165K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Tfc Financial Management
|
BUY
|
- |
13New |
$44.9 - $62.7
|
13
$60.2
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-12Closed |
$41.4 - $57.8
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-2.67KClosed |
$9.19K - $12.8K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3KClosed |
$10.4K - $14.5K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-15.2KClosed |
$59.9K - $82K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1KClosed |
$3.94K - $5.4K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.05KNew |
$4.14K - $5.67K
|
1.05K
$4.86K
|
|
|
May 14, 2021
Q1 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.31K- 7.71% |
$5.17K - $7.09K
|
15.7K
$72.8K
|
|
|
May 14, 2021
Q1 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-11.6KClosed |
$45.7K - $62.6K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-88.9KClosed |
$350K - $480K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-544Closed |
$2.14K - $2.94K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-15.9KClosed |
$62.7K - $85.9K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-5.2KClosed |
$20.5K - $28.1K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-9.95KClosed |
$39.2K - $53.7K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8New |
$31.5 - $43.2
|
8
$37
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2KClosed |
$7.88K - $10.8K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-27.6KClosed |
$109K - $149K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Diversified Trust CO
|
SELL
|
- |
-13.2KClosed |
$52K - $71.3K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-876Closed |
$3.45K - $4.73K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-270Closed |
$1.06K - $1.46K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.25KNew |
$4.93K - $6.75K
|
1.25K
$5.79K
|
|
|
May 05, 2021
Q1 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
28KNew |
$110K - $151K
|
28K
$130K
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-120Closed |
$473 - $648
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-253Closed |
$997 - $1.37K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-98KClosed |
$386K - $529K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.9KClosed |
$7.49K - $10.3K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-17.4KClosed |
$68.6K - $94K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-25Closed |
$98.5 - $135
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
21KNew |
$61K - $108K
|
21K
$97.4K
|
|
|
Feb 16, 2021
Q4 2020
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-101KClosed |
$292K - $516K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.32KClosed |
$9.63K - $17K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-11KClosed |
$32K - $56.7K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10.5KClosed |
$30.4K - $53.8K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.7KClosed |
$36.9K - $65.3K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-7.25KClosed |
$21K - $37.2K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-13.3KClosed |
$38.6K - $68.3K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-10.9KClosed |
$31.6K - $55.8K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-20Closed |
$58 - $103
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-138KClosed |
$401K - $710K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1KClosed |
$2.9K - $5.13K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
80New |
$232 - $410
|
80
$370
|
|
|
Jan 28, 2021
Q4 2020
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-16.2KClosed |
$47K - $83.1K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-300Closed |
$870 - $1.54K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-1.2KClosed |
$3.48K - $6.16K
|
0
$0
|
|