Purchases and Sales Made in Q2 2022 in Digital Realty Trust, Inc. (DLR)
This table provides information about the institutional ownership of Digital Realty Trust, Inc. (DLR) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
58+ 3.88% |
$7.23K - $8.85K
|
1.55K
$281K
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
57+ 0.74% |
$7.1K - $8.7K
|
7.77K
$1.41M
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
56+ 0.63% |
$6.98K - $8.55K
|
8.97K
$1.62M
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
56+ 7.77% |
$6.98K - $8.55K
|
777
$141K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
55New |
$6.85K - $8.4K
|
55
$9.95K
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
55+ 14.86% |
$6.85K - $8.4K
|
425
$76.9K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
53+ 15.1% |
$6.6K - $8.09K
|
404
$73.1K
|
|
Jul 12, 2022
Q2 2022
|
Insight Folios Inc
|
BUY
|
- |
50+ 2.18% |
$6.23K - $7.63K
|
2.35K
$425K
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
50+ 1.47% |
$6.23K - $7.63K
|
3.46K
$625K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50+ 2.96% |
$6.23K - $7.63K
|
1.74K
$315K
|
|
Jul 25, 2022
Q2 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
50+ 2.63% |
$6.23K - $7.63K
|
1.95K
$353K
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
48+ 0.21% |
$5.98K - $7.33K
|
22.9K
$4.15M
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
47+ 0.93% |
$5.85K - $7.18K
|
5.13K
$927K
|
|
Aug 09, 2022
Q2 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
46+ 0.51% |
$5.73K - $7.02K
|
9.01K
$1.63M
|
|
Aug 04, 2022
Q2 2022
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
46+ 0.42% |
$5.73K - $7.02K
|
10.9K
$1.97M
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
44+ 0.93% |
$5.48K - $6.72K
|
4.78K
$865K
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
41New |
$5.11K - $6.26K
|
41
$7.42K
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
39+ 2.23% |
$4.86K - $5.95K
|
1.78K
$323K
|
|
Aug 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
37+ 1.49% |
$4.61K - $5.65K
|
2.52K
$456K
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
36+ 1.83% |
$4.48K - $5.5K
|
2K
$362K
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
35+ 0.11% |
$4.36K - $5.34K
|
31.7K
$5.73M
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
35+ 23.81% |
$4.36K - $5.34K
|
182
$32.9K
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
34+ 1.22% |
$4.24K - $5.19K
|
2.81K
$508K
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
32+ 1.37% |
$3.99K - $4.89K
|
2.37K
$429K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
32New |
$3.99K - $4.89K
|
32
$5.79K
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
32+ 0.39% |
$3.99K - $4.89K
|
8.28K
$1.5M
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
31New |
$3.86K - $4.73K
|
31
$5.61K
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
29+ 1.65% |
$3.61K - $4.43K
|
1.79K
$323K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
27+ 0.49% |
$3.36K - $4.12K
|
5.5K
$995K
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
26+ 260.0% |
$3.24K - $3.97K
|
36
$6.51K
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
25+ 0.16% |
$3.11K - $3.82K
|
15.7K
$2.84M
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
22+ 0.99% |
$2.74K - $3.36K
|
2.25K
$406K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
22+ 42.31% |
$2.74K - $3.36K
|
74
$13.4K
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
20+ 9.01% |
$2.49K - $3.05K
|
242
$43.8K
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
18+ 0.87% |
$2.24K - $2.75K
|
2.08K
$376K
|
|
Jul 26, 2022
Q2 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
17+ 0.84% |
$2.12K - $2.6K
|
2.05K
$370K
|
|
Jul 26, 2022
Q2 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
15+ 0.04% |
$1.87K - $2.29K
|
41K
$7.42M
|
|
Feb 13, 2024
Q2 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
15+ 0.04% |
$1.87K - $2.29K
|
41K
$7.42M
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
15+ 0.94% |
$1.87K - $2.29K
|
1.62K
$293K
|
|
Aug 15, 2022
Q2 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
14+ 0.09% |
$1.74K - $2.14K
|
16K
$2.89M
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
14+ 0.87% |
$1.74K - $2.14K
|
1.62K
$293K
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
14+ 7.25% |
$1.74K - $2.14K
|
207
$37.4K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14+ 0.77% |
$1.74K - $2.14K
|
1.83K
$331K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
14+ 7.25% |
$1.74K - $2.14K
|
207
$37.4K
|
|
Aug 09, 2022
Q2 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
14+ 0.89% |
$1.74K - $2.14K
|
1.58K
$286K
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13+ 0.65% |
$1.62K - $1.98K
|
2.02K
$366K
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
13+ 10.83% |
$1.62K - $1.98K
|
133
$24.1K
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
13+ 0.8% |
$1.62K - $1.98K
|
1.64K
$297K
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
BUY
|
- |
12+ 0.26% |
$1.49K - $1.83K
|
4.59K
$830K
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
11+ 0.39% |
$1.37K - $1.68K
|
2.83K
$511K
|