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 |
|---|---|---|---|---|---|---|---|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4+ 200.0% |
$461 - $555
|
6
$1.08K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 2.19% |
$345 - $416
|
140
$25.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.94% |
$345 - $416
|
323
$58K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3+ 0.55% |
$345 - $416
|
549
$98.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3New |
$345 - $416
|
3
$539
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2+ 0.08% |
$230 - $278
|
2.51K
$451K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 1.37% |
$230 - $278
|
148
$26.6K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
2+ 0.34% |
$230 - $278
|
593
$107K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.32% |
$115 - $139
|
77
$13.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1+ 0.05% |
$115 - $139
|
2.2K
$394K
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1+ 0.05% |
$115 - $139
|
2.2K
$394K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1New |
$115 - $139
|
1
$180
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
1+ 2.13% |
$115 - $139
|
48
$8.62K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1- 0.03% |
$115 - $139
|
2.86K
$514K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-2- 0.01% |
$230 - $278
|
22K
$3.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3- 11.54% |
$345 - $416
|
23
$4.13K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3- 0.16% |
$345 - $416
|
1.87K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 0.13% |
$345 - $416
|
2.31K
$415K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-4- 1.35% |
$461 - $555
|
292
$52.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4- 1.35% |
$461 - $555
|
292
$52.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-4- 0.16% |
$461 - $555
|
2.52K
$452K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5- 0.28% |
$576 - $694
|
1.78K
$320K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-5- 0.25% |
$576 - $694
|
2.03K
$364K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-7- 22.58% |
$806 - $971
|
24
$4.31K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-10- 1.51% |
$1.15K - $1.39K
|
653
$117K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-10- 18.52% |
$1.15K - $1.39K
|
44
$7.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-11- 20.37% |
$1.27K - $1.53K
|
43
$7.72K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-13- 0.13% |
$1.5K - $1.8K
|
9.98K
$1.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-14- 0.84% |
$1.61K - $1.94K
|
1.64K
$295K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-15- 0.21% |
$1.73K - $2.08K
|
7.02K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16- 15.38% |
$1.84K - $2.22K
|
88
$15.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-17- 0.03% |
$1.96K - $2.36K
|
62.5K
$11.2M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-20- 14.18% |
$2.3K - $2.78K
|
121
$21.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-20- 0.37% |
$2.3K - $2.78K
|
5.45K
$979K
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-20- 0.16% |
$2.3K - $2.78K
|
12.7K
$2.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-20- 14.18% |
$2.3K - $2.78K
|
121
$21.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-21- 1.01% |
$2.42K - $2.91K
|
2.06K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-24- 18.6% |
$2.76K - $3.33K
|
105
$18.9K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-25- 38.46% |
$2.88K - $3.47K
|
40
$7.18K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-25- 0.98% |
$2.88K - $3.47K
|
2.53K
$455K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-26- 0.65% |
$2.99K - $3.61K
|
4K
$719K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-26- 0.5% |
$2.99K - $3.61K
|
5.19K
$932K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-28- 2.94% |
$3.22K - $3.89K
|
924
$166K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-28- 25.23% |
$3.22K - $3.89K
|
83
$14.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-28- 2.94% |
$3.22K - $3.89K
|
924
$166K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-31- 1.56% |
$3.57K - $4.3K
|
1.96K
$352K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-33- 12.64% |
$3.8K - $4.58K
|
228
$40.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-33- 1.97% |
$3.8K - $4.58K
|
1.64K
$294K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-40- 22.73% |
$4.61K - $5.55K
|
136
$24.4K
|