Purchases and Sales Made in Q1 2024 in Digital Realty Trust, Inc. (DLR)
This table provides information about the institutional ownership of Digital Realty Trust, Inc. (DLR) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
59New |
$7.72K - $9.07K
|
59
$10.8K
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
59+ 3.57% |
$7.72K - $9.07K
|
1.71K
$312K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
58+ 33.14% |
$7.59K - $8.92K
|
233
$42.5K
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
56+ 1.7% |
$7.33K - $8.61K
|
3.35K
$611K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
54+ 2.57% |
$7.06K - $8.3K
|
2.16K
$394K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
51+ 13.01% |
$6.67K - $7.84K
|
443
$80.8K
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
50+ 0.54% |
$6.54K - $7.69K
|
9.23K
$1.68M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
50+ 2500.0% |
$6.54K - $7.69K
|
52
$9.49K
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
49+ 0.65% |
$6.41K - $7.53K
|
7.57K
$1.38M
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
47+ 3.61% |
$6.15K - $7.22K
|
1.35K
$246K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
46+ 1.07% |
$6.02K - $7.07K
|
4.34K
$792K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
43+ 14.43% |
$5.63K - $6.61K
|
341
$62.2K
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
43+ 0.76% |
$5.63K - $6.61K
|
5.7K
$1.04M
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
42+ 4.19% |
$5.49K - $6.46K
|
1.05K
$191K
|
|
May 13, 2024
Q1 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
39+ 2.31% |
$5.1K - $5.99K
|
1.73K
$316K
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
BUY
|
- |
39+ 0.09% |
$5.1K - $5.99K
|
41.5K
$7.57M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
39+ 2.17% |
$5.1K - $5.99K
|
1.84K
$335K
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
38+ 1.62% |
$4.97K - $5.84K
|
2.39K
$436K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
37New |
$4.84K - $5.69K
|
37
$6.75K
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
35+ 1.25% |
$4.58K - $5.38K
|
2.84K
$518K
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
35+ 0.84% |
$4.58K - $5.38K
|
4.19K
$764K
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
34New |
$4.45K - $5.23K
|
34
$6.2K
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
34+ 1.71% |
$4.45K - $5.23K
|
2.02K
$368K
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
33+ 1.65% |
$4.32K - $5.07K
|
2.04K
$372K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
30+ 0.31% |
$3.92K - $4.61K
|
9.67K
$1.76M
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
30+ 1.79% |
$3.92K - $4.61K
|
1.71K
$312K
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
29+ 1.65% |
$3.79K - $4.46K
|
1.79K
$326K
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
28+ 1.75% |
$3.66K - $4.3K
|
1.63K
$298K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
24+ 0.25% |
$3.14K - $3.69K
|
9.61K
$1.75M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
24+ 0.36% |
$3.14K - $3.69K
|
6.6K
$1.2M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
22+ 1.44% |
$2.88K - $3.38K
|
1.55K
$282K
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
21+ 0.2% |
$2.75K - $3.23K
|
10.8K
$1.97M
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
20+ 0.52% |
$2.62K - $3.07K
|
3.88K
$708K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
17New |
$2.22K - $2.61K
|
17
$3.1K
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
17+ 7.62% |
$2.22K - $2.61K
|
240
$43.8K
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
16+ 20.25% |
$2.09K - $2.46K
|
95
$17.3K
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
16+ 0.47% |
$2.09K - $2.46K
|
3.41K
$622K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
16+ 2.04% |
$2.09K - $2.46K
|
799
$146K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15New |
$1.96K - $2.31K
|
15
$2.74K
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
15New |
$1.96K - $2.31K
|
15
$2.74K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15+ 3.15% |
$1.96K - $2.31K
|
491
$89.6K
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
13New |
$1.7K - $2K
|
13
$2.37K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 50.0% |
$1.44K - $1.69K
|
33
$6.02K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 27.5% |
$1.44K - $1.69K
|
51
$9.3K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
10New |
$1.31K - $1.54K
|
10
$1.82K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$1.31K - $1.54K
|
10
$1.82K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10New |
$1.31K - $1.54K
|
10
$1.82K
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
8+ 0.37% |
$1.05K - $1.23K
|
2.19K
$399K
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8+ 0.48% |
$1.05K - $1.23K
|
1.68K
$306K
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.28% |
$1.05K - $1.23K
|
2.85K
$520K
|