Latest Institutional Transactions on Digital Realty Trust, Inc. (DLR)
This table provides information on the latest institutional transactions involving Digital Realty Trust, Inc. (DLR) 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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-80.1K- 17.64% |
$12.5M - $15.7M
|
374K
$67.5M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.17K- 99.94% |
$966K - $1.21M
|
4
$722
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-4- 80.0% |
$626 - $783
|
1
$181
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.04% |
$1.1K - $1.37K
|
18.5K
$3.33M
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
174+ 10.77% |
$27.2K - $34.1K
|
1.79K
$323K
|
|
Jan 22, 2025
Q4 2024
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
282+ 0.22% |
$44.1K - $55.2K
|
128K
$23M
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
2.68KNew |
$419K - $524K
|
2.68K
$484K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
112+ 8.74% |
$17.5K - $21.9K
|
1.39K
$251K
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-179- 7.93% |
$28K - $35K
|
2.08K
$375K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.19KNew |
$186K - $232K
|
1.19K
$214K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
45+ 21.84% |
$7.04K - $8.81K
|
251
$45.3K
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
547+ 1.43% |
$85.6K - $107K
|
38.8K
$7.01M
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-3.39K- 13.12% |
$530K - $663K
|
22.4K
$4.05M
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-2.32K- 8.44% |
$364K - $455K
|
25.2K
$4.55M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8.07K- 76.38% |
$1.26M - $1.58M
|
2.5K
$451K
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
91+ 0.2% |
$14.2K - $17.8K
|
46.5K
$8.39M
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-17.4K- 34.18% |
$2.72M - $3.4M
|
33.5K
$6.05M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
73+ 25.89% |
$11.4K - $14.3K
|
355
$64.1K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-482- 9.03% |
$75.4K - $94.3K
|
4.85K
$876K
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
161+ 10.93% |
$25.2K - $31.5K
|
1.63K
$295K
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.34KNew |
$678K - $848K
|
4.34K
$782K
|
|
Jan 21, 2025
Q4 2024
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
5K+ 55.56% |
$782K - $978K
|
14K
$2.53M
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-182- 3.61% |
$28.5K - $35.6K
|
4.86K
$877K
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-2.45K- 44.05% |
$383K - $478K
|
3.11K
$560K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-27- 2.65% |
$4.22K - $5.28K
|
991
$179K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.02K- 2.77% |
$160K - $200K
|
35.9K
$6.47M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
760+ 1.64% |
$119K - $149K
|
47.2K
$8.52M
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
9.96K+ 17.65% |
$1.56M - $1.95M
|
66.4K
$12M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-825- 2.07% |
$129K - $161K
|
39K
$7.05M
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
494+ 3.8% |
$77.3K - $96.7K
|
13.5K
$2.44M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.17KNew |
$183K - $229K
|
1.17K
$211K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.3KNew |
$203K - $254K
|
1.3K
$234K
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-40- 1.0% |
$6.26K - $7.83K
|
3.96K
$714K
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
765+ 2.67% |
$120K - $150K
|
29.4K
$5.3M
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-718- 3.83% |
$112K - $141K
|
18K
$3.25M
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-2.83K- 3.64% |
$443K - $555K
|
75.1K
$13.6M
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
2.57K+ 21.43% |
$402K - $503K
|
14.6K
$2.63M
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-40- 2.55% |
$6.26K - $7.83K
|
1.53K
$276K
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
176+ 0.75% |
$27.5K - $34.4K
|
23.5K
$4.25M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.14KNew |
$178K - $222K
|
1.14K
$205K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.6KNew |
$251K - $313K
|
1.6K
$289K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2- 7.69% |
$313 - $391
|
24
$4.33K
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.44K- 3.74% |
$852K - $1.07M
|
140K
$25.3M
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-100- 1.19% |
$15.6K - $19.6K
|
8.28K
$1.49M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-180- 8.05% |
$28.2K - $35.2K
|
2.06K
$371K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
7+ 1.11% |
$1.1K - $1.37K
|
638
$115K
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-145- 6.53% |
$22.7K - $28.4K
|
2.08K
$375K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.09K+ 16.31% |
$1.11M - $1.39M
|
50.5K
$9.12M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-93.3K- 50.93% |
$14.6M - $18.3M
|
89.9K
$16.2M
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
1.24KNew |
$193K - $242K
|
1.24K
$223K
|