Purchases and Sales Made in Q3 2023 in Physicians Realty Trust (DOC)
This table provides information about the institutional ownership of Physicians Realty Trust (DOC) during Q3 2023. The information is specifically focused on institutions that hold shares of Physicians Realty Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
87+ 1.6% |
$1.03K - $1.32K
|
5.53K
$113K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
79+ 0.78% |
$936 - $1.2K
|
10.2K
$209K
|
|
|
Oct 18, 2023
Q3 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
41+ 0.12% |
$486 - $622
|
35.3K
$721K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
41New |
$486 - $622
|
41
$837
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31New |
$367 - $471
|
31
$633
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
28+ 4.54% |
$332 - $425
|
645
$13.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
22+ 1.56% |
$261 - $334
|
1.43K
$29.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
17+ 1.66% |
$201 - $258
|
1.04K
$21.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
17+ 1.62% |
$201 - $258
|
1.07K
$21.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
15+ 0.02% |
$178 - $228
|
72.4K
$1.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
11+ 1.68% |
$130 - $167
|
665
$13.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 1.45% |
$107 - $137
|
628
$12.8K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9+ 1.14% |
$107 - $137
|
798
$16.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7+ 1.62% |
$83 - $106
|
440
$8.98K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 1.31% |
$23.7 - $30.4
|
155
$3.17K
|
|
|
Nov 13, 2023
Q3 2023
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
BUY
|
- |
2+ 0.0% |
$23.7 - $30.4
|
96.6K
$1.97M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.06% |
$11.9 - $15.2
|
1.81K
$37K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-1- 1.06% |
$11.9 - $15.2
|
93
$1.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 7.14% |
$35.6 - $45.5
|
39
$796
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-44- 5.15% |
$521 - $668
|
810
$16.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-44- 0.3% |
$521 - $668
|
14.8K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-55- 32.93% |
$652 - $835
|
112
$2.29K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-59- 30.41% |
$699 - $896
|
135
$2.76K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-61- 0.2% |
$723 - $926
|
30.9K
$631K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-96- 0.18% |
$1.14K - $1.46K
|
52.9K
$1.08M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-131- 43.09% |
$1.55K - $1.99K
|
173
$3.53K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-183- 0.98% |
$2.17K - $2.78K
|
18.5K
$378K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-189- 1.62% |
$2.24K - $2.87K
|
11.5K
$234K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-343- 0.65% |
$4.06K - $5.21K
|
52.1K
$1.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-347- 80.32% |
$4.11K - $5.27K
|
85
$1.74K
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-350- 3.21% |
$4.15K - $5.31K
|
10.6K
$215K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-396- 2.22% |
$4.69K - $6.01K
|
17.4K
$356K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-412- 0.09% |
$4.88K - $6.25K
|
480K
$9.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-419- 1.27% |
$4.97K - $6.36K
|
32.5K
$664K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-428- 2.66% |
$5.07K - $6.5K
|
15.6K
$320K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-441- 0.05% |
$5.23K - $6.69K
|
868K
$17.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-444- 3.72% |
$5.26K - $6.74K
|
11.5K
$235K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-490- 1.08% |
$5.81K - $7.44K
|
44.9K
$918K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-500- 0.75% |
$5.93K - $7.59K
|
66.3K
$1.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-500- 3.84% |
$5.93K - $7.59K
|
12.5K
$255K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-502- 0.61% |
$5.95K - $7.62K
|
81.5K
$1.66M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-532- 91.1% |
$6.3K - $8.08K
|
52
$1.06K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-629- 81.48% |
$7.45K - $9.55K
|
143
$2.92K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-778- 2.23% |
$9.22K - $11.8K
|
34.1K
$696K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-846- 4.06% |
$10K - $12.8K
|
20K
$409K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-909- 5.85% |
$10.8K - $13.8K
|
14.6K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-915- 2.76% |
$10.8K - $13.9K
|
32.3K
$659K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-950- 3.2% |
$11.3K - $14.4K
|
28.7K
$587K
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1K- 4.7% |
$11.9K - $15.2K
|
20.3K
$414K
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.04K- 4.9% |
$12.3K - $15.8K
|
20.2K
$412K
|