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 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
395+ 1.8% |
$45.5K - $54.8K
|
22.3K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
375+ 33.45% |
$43.2K - $52K
|
1.5K
$272K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
358New |
$41.2K - $49.7K
|
358
$65.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
353+ 4.92% |
$40.6K - $49K
|
7.52K
$1.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
351+ 0.28% |
$40.4K - $48.7K
|
128K
$23.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
351+ 0.81% |
$40.4K - $48.7K
|
43.8K
$7.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
344+ 12.86% |
$39.6K - $47.7K
|
3.02K
$549K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
336+ 14.9% |
$38.7K - $46.6K
|
2.59K
$471K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
334+ 1.24% |
$38.5K - $46.4K
|
27.3K
$4.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
332+ 12.64% |
$38.2K - $46.1K
|
2.96K
$538K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
328+ 14.91% |
$37.8K - $45.5K
|
2.53K
$459K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
326+ 3.04% |
$37.5K - $45.2K
|
11.1K
$2.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
325+ 47.94% |
$37.4K - $45.1K
|
1K
$182K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
316+ 0.41% |
$36.4K - $43.9K
|
76.5K
$13.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
314+ 82.63% |
$36.2K - $43.6K
|
694
$126K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
310+ 1.82% |
$35.7K - $43K
|
17.3K
$3.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
310New |
$35.7K - $43K
|
310
$56.3K
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
298+ 0.33% |
$34.3K - $41.4K
|
91.7K
$16.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
297+ 3.54% |
$34.2K - $41.2K
|
8.69K
$1.58M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
296+ 1.88% |
$34.1K - $41.1K
|
16K
$2.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
295+ 6.93% |
$34K - $40.9K
|
4.55K
$827K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
295+ 9.67% |
$34K - $40.9K
|
3.35K
$608K
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
291+ 1.59% |
$33.5K - $40.4K
|
18.6K
$3.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
290+ 1.73% |
$33.4K - $40.2K
|
17K
$3.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
289+ 15.46% |
$33.3K - $40.1K
|
2.16K
$392K
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
283+ 1.63% |
$32.6K - $39.3K
|
17.7K
$3.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
283+ 0.77% |
$32.6K - $39.3K
|
36.8K
$6.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
282+ 141.0% |
$32.5K - $39.1K
|
482
$87.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
275+ 6.0% |
$31.7K - $38.2K
|
4.86K
$883K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
270New |
$31.1K - $37.5K
|
270
$49.1K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
267+ 5.58% |
$30.7K - $37.1K
|
5.05K
$918K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
261New |
$30.1K - $36.2K
|
261
$47.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
250+ 0.24% |
$28.8K - $34.7K
|
104K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
246+ 0.95% |
$28.3K - $34.1K
|
26.2K
$4.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
245New |
$28.2K - $34K
|
245
$44.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
245+ 0.9% |
$28.2K - $34K
|
27.4K
$4.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
241+ 2.19% |
$27.8K - $33.4K
|
11.2K
$2.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
241New |
$27.8K - $33.4K
|
241
$43.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
241New |
$27.8K - $33.4K
|
241
$43.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
238+ 317.33% |
$27.4K - $33K
|
313
$56.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
233New |
$26.8K - $32.3K
|
233
$42.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
231+ 6.47% |
$26.6K - $32.1K
|
3.8K
$691K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
230New |
$26.5K - $31.9K
|
230
$41.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
225+ 1.67% |
$25.9K - $31.2K
|
13.7K
$2.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
223+ 2.56% |
$25.7K - $30.9K
|
8.95K
$1.63M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
218+ 106.86% |
$25.1K - $30.3K
|
422
$76.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
216+ 1.97% |
$24.9K - $30K
|
11.2K
$2.03M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
216New |
$24.9K - $30K
|
216
$39.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
214+ 5.63% |
$24.6K - $29.7K
|
4.02K
$730K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
212+ 27.97% |
$24.4K - $29.4K
|
970
$176K
|