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 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
41+ 2.68% |
$4.67K - $5.42K
|
1.57K
$286K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
37+ 35.58% |
$4.21K - $4.89K
|
141
$25.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
37+ 35.58% |
$4.21K - $4.89K
|
141
$25.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
36+ 0.86% |
$4.1K - $4.76K
|
4.22K
$770K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
35New |
$3.98K - $4.62K
|
35
$6.39K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
35+ 1.35% |
$3.98K - $4.62K
|
2.63K
$479K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
35+ 0.3% |
$3.98K - $4.62K
|
11.6K
$2.12M
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
33+ 1.1% |
$3.76K - $4.36K
|
3.04K
$554K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
33+ 1.65% |
$3.76K - $4.36K
|
2.03K
$371K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
33+ 0.67% |
$3.76K - $4.36K
|
4.98K
$909K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
30+ 0.91% |
$3.41K - $3.96K
|
3.34K
$609K
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
30+ 0.66% |
$3.41K - $3.96K
|
4.58K
$836K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
30New |
$3.41K - $3.96K
|
30
$5.47K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
27New |
$3.07K - $3.57K
|
27
$4.93K
|
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
BUY
|
- |
26+ 9.06% |
$2.96K - $3.43K
|
313
$57.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
25+ 0.04% |
$2.85K - $3.3K
|
56.1K
$10.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
24+ 0.15% |
$2.73K - $3.17K
|
15.6K
$2.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
22+ 0.12% |
$2.5K - $2.91K
|
17.9K
$3.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
21New |
$2.39K - $2.77K
|
21
$3.83K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
21+ 1.02% |
$2.39K - $2.77K
|
2.08K
$380K
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
21+ 0.36% |
$2.39K - $2.77K
|
5.82K
$1.06M
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
20+ 1.02% |
$2.28K - $2.64K
|
1.99K
$362K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
20+ 222.22% |
$2.28K - $2.64K
|
29
$5.29K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
19+ 26.03% |
$2.16K - $2.51K
|
92
$16.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
19New |
$2.16K - $2.51K
|
19
$3.47K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
15+ 6.41% |
$1.71K - $1.98K
|
249
$45.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
15+ 0.36% |
$1.71K - $1.98K
|
4.13K
$754K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14+ 1.73% |
$1.59K - $1.85K
|
824
$150K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14+ 15.56% |
$1.59K - $1.85K
|
104
$19K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
14+ 0.3% |
$1.59K - $1.85K
|
4.69K
$856K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 6.43% |
$1.25K - $1.45K
|
182
$33.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
10+ 1.53% |
$1.14K - $1.32K
|
663
$121K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
10+ 0.91% |
$1.14K - $1.32K
|
1.11K
$203K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
10+ 2.48% |
$1.14K - $1.32K
|
414
$75.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
10+ 3.4% |
$1.14K - $1.32K
|
304
$55.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
10New |
$1.14K - $1.32K
|
10
$1.82K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
9+ 1.18% |
$1.02K - $1.19K
|
771
$141K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
9+ 1.18% |
$1.02K - $1.19K
|
771
$141K
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
7+ 0.32% |
$797 - $925
|
2.22K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
7+ 10.77% |
$797 - $925
|
72
$13.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$569 - $661
|
5
$912
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5New |
$569 - $661
|
5
$912
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
4New |
$455 - $528
|
4
$730
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 4.0% |
$455 - $528
|
104
$19K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 1.27% |
$455 - $528
|
320
$58.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
2+ 1.8% |
$228 - $264
|
113
$20.6K
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1+ 0.05% |
$114 - $132
|
2.19K
$400K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.33% |
$114 - $132
|
76
$13.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.57% |
$114 - $132
|
176
$32.1K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 5.56% |
$114 - $132
|
19
$3.47K
|