Latest Institutional Purchases of Physicians Realty Trust (DOC)
This list provides information on the latest institutional transactions involving Physicians Realty Trust (DOC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.6KNew |
$38.6K - $47.5K
|
2.6K
$48.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.61KNew |
$23.8K - $29.3K
|
1.61K
$29.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
500New |
$7.43K - $9.13K
|
500
$9.27K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
424+ 1.85% |
$6.3K - $7.74K
|
23.3K
$432K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
414+ 2.57% |
$6.15K - $7.56K
|
16.5K
$306K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
118New |
$1.75K - $2.15K
|
118
$2.19K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
110New |
$1.63K - $2.01K
|
110
$2.04K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
103New |
$1.53K - $1.88K
|
103
$1.91K
|
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
26New |
$386 - $475
|
26
$482
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
22New |
$327 - $402
|
22
$408
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
12+ 1.3% |
$178 - $219
|
932
$17.3K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$149 - $183
|
10
$185
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 1.34% |
$104 - $128
|
529
$9.81K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 5.0% |
$14.9 - $18.3
|
21
$389
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
66.5KNew |
$1.1M - $1.24M
|
66.5K
$1.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
35KNew |
$580K - $654K
|
35K
$650K
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12.5KNew |
$207K - $233K
|
12.5K
$231K
|
|
|
Aug 05, 2022
Q2 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
10.8KNew |
$179K - $201K
|
10.8K
$200K
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
10.1KNew |
$167K - $188K
|
10.1K
$187K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.19KNew |
$119K - $134K
|
7.19K
$133K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.04KNew |
$116K - $131K
|
7.04K
$130K
|
|
|
Aug 11, 2022
Q2 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6KNew |
$99.3K - $112K
|
6K
$111K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
327New |
$5.41K - $6.1K
|
327
$6.06K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
73New |
$1.21K - $1.36K
|
73
$1.35K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
69New |
$1.14K - $1.29K
|
69
$1.28K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
66New |
$1.09K - $1.23K
|
66
$1.22K
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
54New |
$894 - $1.01K
|
54
$1K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20New |
$331 - $373
|
20
$371
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
9+ 1.26% |
$149 - $168
|
722
$13.4K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
185KNew |
$3M - $3.51M
|
185K
$3.42M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.9KNew |
$242K - $283K
|
14.9K
$276K
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
13.9KNew |
$226K - $264K
|
13.9K
$258K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
2KNew |
$32.5K - $38K
|
2K
$37.1K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
60New |
$976 - $1.14K
|
60
$1.11K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
652K+ 27.48% |
$11.4M - $12.5M
|
3.03M
$56.1M
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
11.1KNew |
$195K - $214K
|
11.1K
$206K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
4.1KNew |
$71.8K - $78.8K
|
4.1K
$76K
|
|
|
Jan 19, 2022
Q4 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
1.94K+ 11.07% |
$33.9K - $37.2K
|
19.4K
$360K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
741New |
$13K - $14.2K
|
741
$13.7K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
500New |
$8.76K - $9.62K
|
500
$9.27K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
22K+ 9.99% |
$388K - $417K
|
242K
$4.49M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
906New |
$16K - $17.2K
|
906
$16.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
601New |
$10.6K - $11.4K
|
601
$11.1K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500New |
$8.81K - $9.49K
|
500
$9.27K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
22.4KNew |
$400K - $437K
|
22.4K
$414K
|
|
|
Aug 03, 2021
Q2 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
1KNew |
$17.9K - $19.6K
|
1K
$18.5K
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
100New |
$1.79K - $1.96K
|
100
$1.85K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
19New |
$340 - $371
|
19
$352
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
540New |
$9.03K - $10K
|
540
$10K
|
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
BUY
|
- |
340New |
$5.69K - $6.32K
|
340
$6.3K
|
|