Purchases and Sales Made in Q4 2022 in Diversified Healthcare Trust (DHC)
This table provides information about the institutional ownership of Diversified Healthcare Trust (DHC) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
35.1K+ 0.7% |
$22.1K - $47.7K
|
5.04M
$12.2M
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
34.4KNew |
$21.7K - $46.7K
|
34.4K
$83.2K
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
30.8K+ 27.44% |
$19.4K - $41.9K
|
143K
$347K
|
|
Jan 26, 2023
Q4 2022
|
Humankind Investments LLC
|
BUY
|
- |
29.4K+ 64.52% |
$18.5K - $40K
|
74.9K
$181K
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
25.6K+ 95.15% |
$16.1K - $34.8K
|
52.4K
$127K
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
23.6KNew |
$14.9K - $32.1K
|
23.6K
$57.1K
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
23.2KNew |
$14.6K - $31.6K
|
23.2K
$56.1K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
20.3K+ 128.17% |
$12.8K - $27.6K
|
36.1K
$87.4K
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
20K+ 12.7% |
$12.6K - $27.2K
|
177K
$429K
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
19.1KNew |
$12K - $25.9K
|
19.1K
$46.2K
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
14.7KNew |
$9.27K - $20K
|
14.7K
$35.6K
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14.4KNew |
$9.04K - $19.5K
|
14.4K
$34.7K
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
14K+ 6.17% |
$8.82K - $19K
|
241K
$583K
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
14K+ 6.17% |
$8.82K - $19K
|
241K
$583K
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
12.3K+ 5.01% |
$7.78K - $16.8K
|
259K
$626K
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12KNew |
$7.56K - $16.3K
|
12K
$29K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
6.62K+ 360.1% |
$4.17K - $9K
|
8.45K
$20.5K
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
5.67K+ 764.15% |
$3.57K - $7.71K
|
6.41K
$15.5K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5KNew |
$3.15K - $6.8K
|
5K
$12.1K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.71KNew |
$2.97K - $6.41K
|
4.71K
$11.4K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.47KNew |
$2.19K - $4.72K
|
3.47K
$8.4K
|
|
Feb 13, 2023
Q4 2022
|
Gould Capital, LLC
|
BUY
|
- |
3.23K+ 14.45% |
$2.04K - $4.4K
|
25.6K
$62K
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
2.62KNew |
$1.65K - $3.56K
|
2.62K
$6.34K
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2K+ 14.81% |
$1.26K - $2.72K
|
15.5K
$37.5K
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.76K+ 8.67% |
$1.11K - $2.4K
|
22.1K
$53.5K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.73KNew |
$1.09K - $2.35K
|
1.73K
$4.18K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.34K+ 11.54% |
$842 - $1.82K
|
12.9K
$31.3K
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
990+ 113.79% |
$624 - $1.35K
|
1.86K
$4.5K
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
605+ 0.88% |
$381 - $823
|
69.3K
$168K
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
562+ 4.3% |
$354 - $764
|
13.6K
$33K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
550New |
$347 - $748
|
550
$1.33K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
500New |
$315 - $680
|
500
$1.21K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
435New |
$274 - $592
|
435
$1.05K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
400+ 2.23% |
$252 - $544
|
18.4K
$44.5K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
358+ 2.54% |
$226 - $487
|
14.4K
$34.9K
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
311+ 9.24% |
$196 - $423
|
3.68K
$8.9K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
300+ 2.32% |
$189 - $408
|
13.3K
$32.1K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
200New |
$126 - $272
|
200
$484
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
127+ 0.47% |
$80 - $173
|
27.2K
$65.9K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
100New |
$63 - $136
|
100
$242
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
41+ 0.93% |
$25.8 - $55.8
|
4.44K
$10.7K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23New |
$14.5 - $31.3
|
23
$55.7
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 1.22% |
$1.89 - $4.08
|
248
$600
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.27% |
$1.26 - $2.72
|
737
$1.78K
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.72% |
$0.63 - $1.36
|
59
$143
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 1.06% |
$0.63 - $1.36
|
95
$230
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-18- 0.08% |
$11.3 - $24.5
|
22.1K
$53.5K
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-18- 0.08% |
$11.3 - $24.5
|
22.1K
$53.5K
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-77- 0.55% |
$48.5 - $105
|
13.9K
$33.5K
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-347- 1.79% |
$219 - $472
|
19K
$46K
|