Purchases and Sales Made in Q4 2023 in Digital Realty Trust, Inc. (DLR)
This table provides information about the institutional ownership of Digital Realty Trust, Inc. (DLR) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
60+ 53.1% |
$6.91K - $8.33K
|
173
$31.8K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
58+ 1.33% |
$6.68K - $8.05K
|
4.42K
$812K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
53+ 1.56% |
$6.1K - $7.36K
|
3.44K
$632K
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
52+ 1.24% |
$5.99K - $7.22K
|
4.26K
$782K
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
51New |
$5.87K - $7.08K
|
51
$9.36K
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
48+ 0.9% |
$5.53K - $6.66K
|
5.36K
$984K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
47+ 104.44% |
$5.41K - $6.52K
|
92
$16.9K
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
46+ 1.32% |
$5.3K - $6.38K
|
3.53K
$647K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
43+ 30.71% |
$4.95K - $5.97K
|
183
$33.6K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
41New |
$4.72K - $5.69K
|
41
$7.53K
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
36+ 1.73% |
$4.15K - $5K
|
2.11K
$388K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
33New |
$3.8K - $4.58K
|
33
$6.06K
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
32+ 12.85% |
$3.68K - $4.44K
|
281
$51.6K
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
32+ 0.67% |
$3.68K - $4.44K
|
4.84K
$889K
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
31+ 0.11% |
$3.57K - $4.3K
|
28.3K
$5.2M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
31+ 0.32% |
$3.57K - $4.3K
|
9.59K
$1.76M
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
31+ 114.81% |
$3.57K - $4.3K
|
58
$10.6K
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
30+ 0.76% |
$3.45K - $4.16K
|
3.97K
$729K
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
29+ 2900.0% |
$3.34K - $4.02K
|
30
$5.51K
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
27+ 3.5% |
$3.11K - $3.75K
|
798
$146K
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
27+ 0.4% |
$3.11K - $3.75K
|
6.7K
$1.23M
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
27+ 3.5% |
$3.11K - $3.75K
|
798
$146K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
26+ 136.84% |
$2.99K - $3.61K
|
45
$8.26K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
25+ 2.59% |
$2.88K - $3.47K
|
992
$182K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
25New |
$2.88K - $3.47K
|
25
$4.59K
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
25+ 0.82% |
$2.88K - $3.47K
|
3.06K
$562K
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
21New |
$2.42K - $2.91K
|
21
$3.85K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
21+ 5.07% |
$2.42K - $2.91K
|
435
$79.8K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
21+ 72.41% |
$2.42K - $2.91K
|
50
$9.18K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
20New |
$2.3K - $2.78K
|
20
$3.67K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
18New |
$2.07K - $2.5K
|
18
$3.3K
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
16+ 0.39% |
$1.84K - $2.22K
|
4.15K
$762K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
16+ 8.79% |
$1.84K - $2.22K
|
198
$36.3K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15+ 9.38% |
$1.73K - $2.08K
|
175
$32.1K
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
15New |
$1.73K - $2.08K
|
15
$2.75K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
15New |
$1.73K - $2.08K
|
15
$2.75K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 1.54% |
$1.73K - $2.08K
|
988
$181K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
14New |
$1.61K - $1.94K
|
14
$2.57K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 120.0% |
$1.38K - $1.67K
|
22
$4.04K
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
11+ 0.24% |
$1.27K - $1.53K
|
4.59K
$843K
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.63% |
$1.27K - $1.53K
|
1.77K
$324K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9New |
$1.04K - $1.25K
|
9
$1.65K
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
9+ 0.28% |
$1.04K - $1.25K
|
3.22K
$592K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
8New |
$921 - $1.11K
|
8
$1.47K
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
7+ 3.3% |
$806 - $971
|
219
$40.2K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 8.33% |
$691 - $833
|
78
$14.3K
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5+ 0.21% |
$576 - $694
|
2.35K
$432K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 14.29% |
$576 - $694
|
40
$7.34K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 3.85% |
$461 - $555
|
108
$19.8K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4New |
$461 - $555
|
4
$734
|