Purchases and Sales Made in Q1 2023 in Diversified Healthcare Trust (DHC)
This table provides information about the institutional ownership of Diversified Healthcare Trust (DHC) during Q1 2023. The information is specifically focused on institutions that hold shares of DIVERSIFIED HEALTHCARE TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
17.2K+ 11.43% |
$11.2K - $32.6K
|
168K
$429K
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
13.5KNew |
$8.79K - $25.5K
|
13.5K
$34.5K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.5KNew |
$7.49K - $21.8K
|
11.5K
$29.4K
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
11.4KNew |
$7.42K - $21.6K
|
11.4K
$29.1K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
11.2K+ 10.43% |
$7.26K - $21.1K
|
118K
$302K
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
10.2K+ 3.94% |
$6.61K - $19.2K
|
269K
$685K
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
8.53K+ 11.43% |
$5.54K - $16.1K
|
83.2K
$212K
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.38K+ 0.41% |
$5.45K - $15.8K
|
2.04M
$5.21M
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
7.85KNew |
$5.11K - $14.8K
|
7.85K
$20K
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
7.61K+ 38.87% |
$4.95K - $14.4K
|
27.2K
$69.3K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
5.76KNew |
$3.74K - $10.9K
|
5.76K
$14.7K
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5.4K+ 8.1% |
$3.51K - $10.2K
|
72K
$184K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.39K+ 2.28% |
$3.5K - $10.2K
|
241K
$615K
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
5.33K+ 20.8% |
$3.46K - $10.1K
|
30.9K
$78.9K
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.91K+ 25.75% |
$3.19K - $9.28K
|
24K
$61.2K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.78K+ 24.14% |
$3.11K - $9.04K
|
24.6K
$62.7K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.74K+ 861.82% |
$3.08K - $8.96K
|
5.29K
$13.5K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
4.43K+ 52.35% |
$2.88K - $8.36K
|
12.9K
$32.8K
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
4.24K+ 28.77% |
$2.75K - $8K
|
19K
$48.3K
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
4.09K+ 3.45% |
$2.66K - $7.74K
|
123K
$313K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.61K+ 294.85% |
$2.34K - $6.82K
|
4.83K
$12.3K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.76K+ 19.12% |
$1.79K - $5.22K
|
17.2K
$43.8K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.75K+ 74.76% |
$1.79K - $5.2K
|
6.43K
$16.4K
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.67K+ 0.98% |
$1.74K - $5.05K
|
275K
$702K
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
2.46K+ 3.58% |
$1.6K - $4.65K
|
71.2K
$182K
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.29K+ 11.05% |
$1.49K - $4.32K
|
23K
$58.6K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
2.29K+ 2.03% |
$1.49K - $4.32K
|
115K
$293K
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
862+ 1.24% |
$560 - $1.63K
|
70.2K
$179K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
650New |
$423 - $1.23K
|
650
$1.66K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
376New |
$244 - $711
|
376
$959
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
297New |
$193 - $561
|
297
$757
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
101New |
$65.7 - $191
|
101
$258
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
100New |
$65 - $189
|
100
$255
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3+ 0.41% |
$1.95 - $5.67
|
740
$1.89K
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.69% |
$0.65 - $1.89
|
60
$153
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1- 0.01% |
$0.65 - $1.89
|
13.3K
$33.8K
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-23- 0.07% |
$15 - $43.5
|
34.3K
$87.6K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-75- 0.54% |
$48.8 - $142
|
13.8K
$35.2K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-99- 20.45% |
$64.4 - $187
|
385
$982
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-125- 24.95% |
$81.3 - $236
|
376
$959
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-190- 32.7% |
$124 - $359
|
391
$997
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-228- 1.24% |
$148 - $431
|
18.1K
$46.3K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-435Closed |
$283 - $822
|
0
$0
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-450- 1.25% |
$293 - $851
|
35.7K
$91K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-500- 10.62% |
$325 - $945
|
4.21K
$10.7K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-769- 3.31% |
$500 - $1.45K
|
22.4K
$57.2K
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.76K- 7.97% |
$1.15K - $3.33K
|
20.4K
$51.9K
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.29K- 6.94% |
$1.49K - $4.34K
|
30.8K
$78.4K
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.61K- 8.53% |
$1.7K - $4.94K
|
28K
$71.4K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.11K- 11.42% |
$2.02K - $5.88K
|
24.1K
$61.5K
|