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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8New |
$31.5 - $43.2
|
8
$28.4
|
|
|
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
|
Gsb Wealth Management, LLC
|
BUY
|
- |
28KNew |
$110K - $151K
|
28K
$99.4K
|
|
|
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
$4.44K
|
|
|
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
$74.7K
|
|
|
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
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-12.9KClosed |
$37.4K - $66.2K
|
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
|
Key F Inancial Inc
|
BUY
|
- |
80New |
$232 - $410
|
80
$284
|
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1KClosed |
$2.9K - $5.13K
|
0
$0
|
|
|
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
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-61.8KClosed |
$179K - $317K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-17.7KClosed |
$51.3K - $90.8K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-18.8KClosed |
$54.4K - $96.3K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-15.5KClosed |
$44.8K - $79.3K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-500Closed |
$1.55K - $2.29K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-15KClosed |
$46.5K - $68.7K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-400- 21.05% |
$1.24K - $1.83K
|
1.5K
$5.33K
|
|
|
Nov 12, 2020
Q3 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.1KClosed |
$3.41K - $5.04K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-6.79KClosed |
$21K - $31.1K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-76.7KClosed |
$238K - $351K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-23.1KClosed |
$71.6K - $106K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-347Closed |
$1.08K - $1.59K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-500Closed |
$1.55K - $2.29K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-14.8KClosed |
$45.9K - $67.9K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.24KClosed |
$6.93K - $10.2K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-10.5KClosed |
$32.4K - $47.9K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
New Mexico Educational Retirement Board
|
BUY
|
- |
41.1KNew |
$127K - $188K
|
41.1K
$146K
|
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
40.6KNew |
$126K - $186K
|
40.6K
$144K
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-138Closed |
$428 - $632
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-295Closed |
$676 - $2.13K
|
0
$0
|
|