Purchases and Sales Made in Q2 2024 in Diversified Healthcare Trust (DHC)
This table provides information about the institutional ownership of Diversified Healthcare Trust (DHC) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
851New |
$1.89K - $2.6K
|
851
$2.17K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
850New |
$1.89K - $2.59K
|
850
$2.17K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
700New |
$1.55K - $2.14K
|
700
$1.78K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
590+ 57.67% |
$1.31K - $1.8K
|
1.61K
$4.11K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
578New |
$1.28K - $1.76K
|
578
$1.47K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
342+ 0.87% |
$759 - $1.04K
|
39.5K
$101K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
278+ 0.35% |
$617 - $848
|
78.6K
$200K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
257New |
$571 - $784
|
257
$655
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
248New |
$551 - $756
|
248
$632
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
246+ 0.91% |
$546 - $750
|
27.2K
$69.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
214+ 1.82% |
$475 - $653
|
12K
$30.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200New |
$444 - $610
|
200
$510
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
196+ 19600.0% |
$435 - $598
|
197
$502
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
176+ 0.78% |
$391 - $537
|
22.8K
$58.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
176+ 0.78% |
$391 - $537
|
22.8K
$58.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
155New |
$344 - $473
|
155
$395
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
133+ 0.42% |
$295 - $406
|
31.7K
$80.9K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
90+ 0.06% |
$200 - $275
|
149K
$379K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
76+ 0.09% |
$169 - $232
|
83K
$212K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
65+ 15.44% |
$144 - $198
|
486
$1.24K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
50New |
$111 - $153
|
50
$127
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
30New |
$66.6 - $91.5
|
30
$76.5
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29+ 0.27% |
$64.4 - $88.4
|
10.9K
$27.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
25+ 0.05% |
$55.5 - $76.3
|
55K
$140K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
16New |
$35.5 - $48.8
|
16
$40.8
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14New |
$31.1 - $42.7
|
14
$35.7
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
11New |
$24.4 - $33.6
|
11
$28
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 0.22% |
$22.2 - $30.5
|
4.61K
$11.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
6+ 0.06% |
$13.3 - $18.3
|
10.4K
$26.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 1.21% |
$6.66 - $9.15
|
245
$625
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-211- 1.04% |
$468 - $644
|
20.1K
$51.3K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-291- 1.3% |
$646 - $888
|
22K
$56.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-338- 27.11% |
$750 - $1.03K
|
909
$2.32K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-361- 2.78% |
$801 - $1.1K
|
12.6K
$32.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-401- 0.59% |
$890 - $1.22K
|
68.1K
$174K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-412- 2.93% |
$915 - $1.26K
|
13.6K
$34.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-592- 2.09% |
$1.31K - $1.81K
|
27.8K
$70.9K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-699- 82.14% |
$1.55K - $2.13K
|
152
$388
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-805- 3.26% |
$1.79K - $2.46K
|
23.9K
$60.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-874- 3.2% |
$1.94K - $2.67K
|
26.4K
$67.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.42K- 5.92% |
$3.15K - $4.33K
|
22.6K
$57.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.51K- 8.76% |
$3.35K - $4.6K
|
15.7K
$40K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.51K- 99.96% |
$5.57K - $7.65K
|
1
$2.55
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.75K- 17.7% |
$6.1K - $8.38K
|
12.8K
$32.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.93K- 3.41% |
$6.49K - $8.92K
|
82.9K
$211K
|
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-5.33K- 22.34% |
$11.8K - $16.2K
|
18.5K
$47.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5.37K- 5.98% |
$11.9K - $16.4K
|
84.3K
$215K
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-5.65K- 1.21% |
$12.5K - $17.2K
|
461K
$1.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-5.81K- 2.39% |
$12.9K - $17.7K
|
237K
$604K
|
|
|
Aug 13, 2024
Q2 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-5.91K- 10.45% |
$13.1K - $18K
|
50.6K
$129K
|