Purchases and Sales Made in Q3 2023 in Digital Realty Trust, Inc. (DLR)
This table provides information about the institutional ownership of Digital Realty Trust, Inc. (DLR) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-250- 2.19% |
$28.5K - $33K
|
11.2K
$2.02M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-264- 8.8% |
$30K - $34.9K
|
2.74K
$495K
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-270- 11.34% |
$30.7K - $35.7K
|
2.11K
$382K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-271- 5.99% |
$30.8K - $35.8K
|
4.25K
$769K
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-273- 6.52% |
$31.1K - $36.1K
|
3.91K
$708K
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-277- 0.48% |
$31.5K - $36.6K
|
57.2K
$10.4M
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-281- 73.75% |
$32K - $37.1K
|
100
$18.1K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-285- 4.38% |
$32.4K - $37.7K
|
6.23K
$1.13M
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-286- 2.4% |
$32.5K - $37.8K
|
11.6K
$2.1M
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-289- 2.62% |
$32.9K - $38.2K
|
10.7K
$1.94M
|
|
Oct 10, 2023
Q3 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-302- 1.01% |
$34.4K - $39.9K
|
29.7K
$5.37M
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-316- 8.33% |
$36K - $41.7K
|
3.48K
$629K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-328- 32.28% |
$37.3K - $43.3K
|
688
$124K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-329- 3.15% |
$37.4K - $43.5K
|
10.1K
$1.83M
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-356- 74.01% |
$40.5K - $47K
|
125
$22.6K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-357- 1.1% |
$40.6K - $47.2K
|
32.2K
$5.83M
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-363- 4.23% |
$41.3K - $48K
|
8.22K
$1.49M
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-364- 6.31% |
$41.4K - $48.1K
|
5.41K
$978K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-366- 5.02% |
$41.7K - $48.4K
|
6.92K
$1.25M
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-368- 10.27% |
$41.9K - $48.6K
|
3.21K
$581K
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-380- 7.38% |
$43.2K - $50.2K
|
4.77K
$863K
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-387- 12.11% |
$44K - $51.1K
|
2.81K
$508K
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-390- 2.54% |
$44.4K - $51.5K
|
15K
$2.71M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-395- 7.63% |
$45K - $52.2K
|
4.78K
$865K
|
|
Nov 14, 2023
Q3 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-400- 1.98% |
$45.5K - $52.8K
|
19.8K
$3.58M
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-402- 1.2% |
$45.7K - $53.1K
|
33.2K
$6.01M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-406- 1.09% |
$46.2K - $53.6K
|
36.7K
$6.65M
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-439- 20.75% |
$50K - $58K
|
1.68K
$303K
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-439- 18.91% |
$50K - $58K
|
1.88K
$340K
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-449- 6.35% |
$51.1K - $59.3K
|
6.62K
$1.2M
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-465- 2.36% |
$52.9K - $61.4K
|
19.3K
$3.48M
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-483- 3.28% |
$55K - $63.8K
|
14.2K
$2.58M
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-500- 12.79% |
$56.9K - $66.1K
|
3.41K
$616K
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-507- 11.88% |
$57.7K - $67K
|
3.76K
$680K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-508- 5.72% |
$57.8K - $67.1K
|
8.38K
$1.52M
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-520- 67.27% |
$59.2K - $68.7K
|
253
$45.8K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-541- 22.41% |
$61.6K - $71.5K
|
1.87K
$339K
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-542- 5.25% |
$61.7K - $71.6K
|
9.79K
$1.77M
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
SELL
|
- |
-550- 10.07% |
$62.6K - $72.7K
|
4.91K
$888K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-550- 8.87% |
$62.6K - $72.7K
|
5.65K
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-554- 20.26% |
$63K - $73.2K
|
2.18K
$394K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-562- 9.21% |
$64K - $74.2K
|
5.54K
$1M
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-566- 2.21% |
$64.4K - $74.8K
|
25K
$4.53M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-572- 2.0% |
$65.1K - $75.6K
|
28.1K
$5.08M
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-573- 17.97% |
$65.2K - $75.7K
|
2.62K
$473K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-576- 78.26% |
$65.5K - $76.1K
|
160
$28.9K
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-578- 1.04% |
$65.8K - $76.4K
|
55.2K
$9.98M
|
|
Nov 14, 2023
Q3 2023
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-579- 0.63% |
$65.9K - $76.5K
|
91.3K
$16.5M
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-586- 1.03% |
$66.7K - $77.4K
|
56.1K
$10.1M
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-604- 12.53% |
$68.7K - $79.8K
|
4.22K
$763K
|