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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-120- 46.88% |
$13.8K - $16.7K
|
136
$24.4K
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-121- 1.71% |
$13.9K - $16.8K
|
6.97K
$1.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-127- 6.45% |
$14.6K - $17.6K
|
1.84K
$331K
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-130- 1.84% |
$15K - $18K
|
6.93K
$1.24M
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-131- 69.31% |
$15.1K - $18.2K
|
58
$10.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-135- 34.79% |
$15.5K - $18.7K
|
253
$45.4K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-137- 1.4% |
$15.8K - $19K
|
9.65K
$1.73M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-137- 1.09% |
$15.8K - $19K
|
12.4K
$2.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-140- 62.22% |
$16.1K - $19.4K
|
85
$15.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-144- 6.82% |
$16.6K - $20K
|
1.97K
$353K
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-144- 0.16% |
$16.6K - $20K
|
90.3K
$16.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-144- 0.47% |
$16.6K - $20K
|
30.3K
$5.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-148- 7.44% |
$17K - $20.5K
|
1.84K
$330K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-150- 0.87% |
$17.3K - $20.8K
|
17.1K
$3.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-154- 0.31% |
$17.7K - $21.4K
|
49.8K
$8.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-156- 6.19% |
$18K - $21.6K
|
2.37K
$425K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-157- 7.48% |
$18.1K - $21.8K
|
1.94K
$349K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-158- 3.47% |
$18.2K - $21.9K
|
4.39K
$788K
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-163- 2.8% |
$18.8K - $22.6K
|
5.66K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-163- 4.05% |
$18.8K - $22.6K
|
3.86K
$693K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-168- 23.56% |
$19.3K - $23.3K
|
545
$97.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-170- 9.68% |
$19.6K - $23.6K
|
1.59K
$285K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-171- 5.33% |
$19.7K - $23.7K
|
3.04K
$546K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-173- 5.74% |
$19.9K - $24K
|
2.84K
$510K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-178- 1.51% |
$20.5K - $24.7K
|
11.6K
$2.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-179- 3.19% |
$20.6K - $24.8K
|
5.43K
$975K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-181- 8.53% |
$20.8K - $25.1K
|
1.94K
$349K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-186- 3.89% |
$21.4K - $25.8K
|
4.6K
$826K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-192- 9.94% |
$22.1K - $26.6K
|
1.74K
$312K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-193- 0.77% |
$22.2K - $26.8K
|
24.8K
$4.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-196- 3.78% |
$22.6K - $27.2K
|
5K
$897K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-200- 1.48% |
$23K - $27.8K
|
13.4K
$2.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-200- 0.35% |
$23K - $27.8K
|
56.8K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-201- 9.97% |
$23.1K - $27.9K
|
1.82K
$326K
|
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-204- 2.17% |
$23.5K - $28.3K
|
9.18K
$1.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-205- 6.73% |
$23.6K - $28.4K
|
2.84K
$510K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-208- 8.25% |
$24K - $28.9K
|
2.31K
$416K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-213- 1.42% |
$24.5K - $29.6K
|
14.8K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-217- 9.35% |
$25K - $30.1K
|
2.1K
$378K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-220- 12.53% |
$25.3K - $30.5K
|
1.54K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-221- 1.01% |
$25.4K - $30.7K
|
21.6K
$3.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-225- 2.05% |
$25.9K - $31.2K
|
10.8K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-228- 13.0% |
$26.3K - $31.6K
|
1.53K
$274K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-230- 27.91% |
$26.5K - $31.9K
|
594
$107K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-239- 1.16% |
$27.5K - $33.2K
|
20.4K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-240- 4.2% |
$27.6K - $33.3K
|
5.48K
$983K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-242- 0.01% |
$27.9K - $33.6K
|
2.19M
$394M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-245- 13.02% |
$28.2K - $34K
|
1.64K
$294K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-245- 6.87% |
$28.2K - $34K
|
3.32K
$597K
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-250- 12.5% |
$28.8K - $34.7K
|
1.75K
$314K
|