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 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-24- 8.22% |
$3.14K - $3.69K
|
268
$48.5K
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-27- 0.3% |
$3.53K - $4.15K
|
8.94K
$1.62M
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-30- 1.32% |
$3.92K - $4.61K
|
2.25K
$406K
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-31- 0.96% |
$4.06K - $4.77K
|
3.19K
$577K
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-31- 0.66% |
$4.06K - $4.77K
|
4.66K
$843K
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-33- 0.16% |
$4.32K - $5.07K
|
20.8K
$3.76M
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-33- 1.79% |
$4.32K - $5.07K
|
1.81K
$327K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-33- 0.15% |
$4.32K - $5.07K
|
21.6K
$3.9M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-39- 0.55% |
$5.1K - $5.99K
|
7.01K
$1.27M
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-40- 0.94% |
$5.23K - $6.15K
|
4.23K
$766K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-40- 0.79% |
$5.23K - $6.15K
|
5.04K
$912K
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-41- 24.55% |
$5.36K - $6.3K
|
126
$22.8K
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-44- 2.92% |
$5.76K - $6.76K
|
1.46K
$264K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-46- 88.46% |
$6.02K - $7.07K
|
6
$1.09K
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-47- 34.56% |
$6.15K - $7.22K
|
89
$16.1K
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-48- 1.69% |
$6.28K - $7.38K
|
2.79K
$504K
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-49- 1.29% |
$6.41K - $7.53K
|
3.76K
$680K
|
|
May 09, 2024
Q1 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-50- 2.56% |
$6.54K - $7.69K
|
1.9K
$344K
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-50- 60.24% |
$6.54K - $7.69K
|
33
$5.97K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-50- 2.25% |
$6.54K - $7.69K
|
2.17K
$392K
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-54- 93.1% |
$7.06K - $8.3K
|
4
$723
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-59- 1.73% |
$7.72K - $9.07K
|
3.36K
$607K
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-61- 0.12% |
$7.98K - $9.38K
|
52.9K
$9.56M
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-61- 1.59% |
$7.98K - $9.38K
|
3.78K
$683K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-63- 2.56% |
$8.24K - $9.68K
|
2.4K
$434K
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-64- 3.6% |
$8.37K - $9.84K
|
1.72K
$310K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-65- 0.83% |
$8.5K - $9.99K
|
7.8K
$1.41M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-65- 2.15% |
$8.5K - $9.99K
|
2.96K
$534K
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-65- 1.58% |
$8.5K - $9.99K
|
4.04K
$731K
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-68- 1.34% |
$8.9K - $10.5K
|
5.01K
$906K
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-77- 1.28% |
$10.1K - $11.8K
|
5.94K
$1.07M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-80- 1.25% |
$10.5K - $12.3K
|
6.32K
$1.14M
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-83- 2.07% |
$10.9K - $12.8K
|
3.92K
$709K
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-85- 1.55% |
$11.1K - $13.1K
|
5.39K
$975K
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-85- 1.01% |
$11.1K - $13.1K
|
8.31K
$1.5M
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-89- 84.76% |
$11.6K - $13.7K
|
16
$2.89K
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-90- 5.5% |
$11.8K - $13.8K
|
1.55K
$280K
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-90- 10.0% |
$11.8K - $13.8K
|
810
$147K
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-99- 2.04% |
$13K - $15.2K
|
4.76K
$861K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-100- 2.08% |
$13.1K - $15.4K
|
4.7K
$850K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-101- 4.26% |
$13.2K - $15.5K
|
2.27K
$410K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-102- 2.31% |
$13.3K - $15.7K
|
4.32K
$781K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-103- 0.79% |
$13.5K - $15.8K
|
12.9K
$2.34M
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-105- 3.28% |
$13.7K - $16.1K
|
3.1K
$561K
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-106- 0.35% |
$13.9K - $16.3K
|
30.4K
$5.49M
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-107- 4.7% |
$14K - $16.4K
|
2.17K
$392K
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-110- 1.58% |
$14.4K - $16.9K
|
6.86K
$1.24M
|
|
Apr 30, 2024
Q1 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-117- 0.39% |
$15.3K - $18K
|
30.1K
$5.44M
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-119- 5.38% |
$15.6K - $18.3K
|
2.09K
$379K
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-125- 1.01% |
$16.4K - $19.2K
|
12.2K
$2.21M
|