Purchases and Sales Made in Q1 2023 in Digital Realty Trust, Inc. (DLR)
This table provides information about the institutional ownership of Digital Realty Trust, Inc. (DLR) during Q1 2023. The information is specifically focused on institutions that hold shares of DIGITAL REALTY TRUST, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23+ 2.23% |
$2.1K - $2.76K
|
1.06K
$185K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
20+ 333.33% |
$1.83K - $2.4K
|
26
$4.55K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19New |
$1.74K - $2.28K
|
19
$3.33K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
17+ 0.41% |
$1.55K - $2.04K
|
4.15K
$726K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
17+ 7.98% |
$1.55K - $2.04K
|
230
$40.3K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
16New |
$1.46K - $1.92K
|
16
$2.8K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
16+ 14.68% |
$1.46K - $1.92K
|
125
$21.9K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
16+ 14.68% |
$1.46K - $1.92K
|
125
$21.9K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
15New |
$1.37K - $1.8K
|
15
$2.63K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
15+ 0.32% |
$1.37K - $1.8K
|
4.65K
$814K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
14+ 0.32% |
$1.28K - $1.68K
|
4.35K
$761K
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
14+ 0.37% |
$1.28K - $1.68K
|
3.8K
$665K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
14+ 25.93% |
$1.28K - $1.68K
|
68
$11.9K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
13New |
$1.19K - $1.56K
|
13
$2.28K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 2.67% |
$914 - $1.2K
|
384
$67.2K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
10+ 4.27% |
$914 - $1.2K
|
244
$42.7K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
10+ 0.14% |
$914 - $1.2K
|
7.15K
$1.25M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
10+ 9.01% |
$914 - $1.2K
|
121
$21.2K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
8New |
$731 - $959
|
8
$1.4K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
8+ 0.08% |
$731 - $959
|
10.2K
$1.79M
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
7+ 0.09% |
$640 - $839
|
8.11K
$1.42M
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
7+ 0.01% |
$640 - $839
|
87.4K
$15.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 120.0% |
$549 - $720
|
11
$1.93K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
5+ 71.43% |
$457 - $600
|
12
$2.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.53% |
$457 - $600
|
948
$166K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4+ 44.44% |
$366 - $480
|
13
$2.28K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4+ 0.9% |
$366 - $480
|
450
$78.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3+ 0.41% |
$274 - $360
|
738
$129K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
3+ 0.13% |
$274 - $360
|
2.4K
$421K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.9% |
$274 - $360
|
338
$59.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
2+ 1.85% |
$183 - $240
|
110
$19.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2+ 9.09% |
$183 - $240
|
24
$4.2K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1New |
$91.4 - $120
|
1
$175
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.0% |
$91.4 - $120
|
51
$8.93K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 1.64% |
$91.4 - $120
|
62
$10.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
BUY
|
- |
1+ 0.05% |
$91.4 - $120
|
2.2K
$386K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1New |
$91.4 - $120
|
1
$175
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 1.77% |
$183 - $240
|
111
$19.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 50.0% |
$457 - $600
|
5
$875
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-8- 0.22% |
$731 - $959
|
3.55K
$621K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-9- 1.48% |
$823 - $1.08K
|
599
$105K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-9- 1.04% |
$823 - $1.08K
|
860
$151K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-10- 7.81% |
$914 - $1.2K
|
118
$20.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-10- 1.96% |
$914 - $1.2K
|
500
$87.5K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-14- 6.76% |
$1.28K - $1.68K
|
193
$33.8K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-14- 6.76% |
$1.28K - $1.68K
|
193
$33.8K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-14- 34.15% |
$1.28K - $1.68K
|
27
$4.73K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-15- 44.12% |
$1.37K - $1.8K
|
19
$3.33K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-16- 0.99% |
$1.46K - $1.92K
|
1.59K
$279K
|