Latest Institutional Purchases of Dynatrace, Inc. (DT)
This list provides information on the latest institutional transactions involving Dynatrace, Inc. (DT) 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 0.33% |
$8.24K - $11.2K
|
60.9K
$3.09M
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
195+ 4.06% |
$8.04K - $10.9K
|
5K
$253K
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
190+ 4.64% |
$7.83K - $10.6K
|
4.29K
$217K
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
189+ 0.23% |
$7.79K - $10.6K
|
80.8K
$4.09M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
183+ 653.57% |
$7.54K - $10.2K
|
211
$10.7K
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
174+ 20.99% |
$7.17K - $9.73K
|
1K
$50.8K
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
169+ 3.62% |
$6.96K - $9.45K
|
4.84K
$245K
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
169+ 84.92% |
$6.96K - $9.45K
|
368
$18.6K
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
168+ 2.98% |
$6.92K - $9.39K
|
5.81K
$294K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
167+ 17.06% |
$6.88K - $9.34K
|
1.15K
$58K
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
163New |
$6.72K - $9.11K
|
163
$8.26K
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
150New |
$6.18K - $8.39K
|
150
$7.6K
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
144+ 1.47% |
$5.93K - $8.05K
|
9.94K
$503K
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
137+ 59.57% |
$5.65K - $7.66K
|
367
$18.6K
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
123+ 1.92% |
$5.07K - $6.88K
|
6.53K
$331K
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
112New |
$4.62K - $6.26K
|
112
$5.67K
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
100+ 1.95% |
$4.12K - $5.59K
|
5.23K
$265K
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
93+ 33.7% |
$3.83K - $5.2K
|
369
$18.7K
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
81New |
$3.34K - $4.53K
|
81
$4.1K
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
77+ 0.62% |
$3.17K - $4.3K
|
12.6K
$637K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
77+ 1.26% |
$3.17K - $4.3K
|
6.21K
$315K
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
67+ 216.13% |
$2.76K - $3.75K
|
98
$4.96K
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
66+ 39.76% |
$2.72K - $3.69K
|
232
$11.8K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
66+ 6.17% |
$2.72K - $3.69K
|
1.14K
$57.5K
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
66+ 37.29% |
$2.72K - $3.69K
|
243
$12.3K
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
56+ 0.75% |
$2.31K - $3.13K
|
7.5K
$380K
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
39New |
$1.61K - $2.18K
|
39
$1.98K
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
36New |
$1.48K - $2.01K
|
36
$1.82K
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
34New |
$1.4K - $1.9K
|
34
$1.72K
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
33New |
$1.36K - $1.84K
|
33
$1.67K
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
32New |
$1.32K - $1.79K
|
32
$1.62K
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
32+ 15.38% |
$1.32K - $1.79K
|
240
$12.2K
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
31New |
$1.28K - $1.73K
|
31
$1.57K
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
31New |
$1.28K - $1.73K
|
31
$1.57K
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
30+ 333.33% |
$1.24K - $1.68K
|
39
$1.98K
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
25+ 0.56% |
$1.03K - $1.4K
|
4.5K
$228K
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25+ 12.38% |
$1.03K - $1.4K
|
227
$11.5K
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.3% |
$948 - $1.29K
|
7.73K
$392K
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19+ 3.58% |
$783 - $1.06K
|
549
$27.8K
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
19New |
$783 - $1.06K
|
19
$962
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
18New |
$742 - $1.01K
|
18
$912
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
14+ 70.0% |
$577 - $783
|
34
$1.72K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 13.59% |
$577 - $783
|
117
$5.93K
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
13New |
$536 - $727
|
13
$658
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
12+ 120.0% |
$495 - $671
|
22
$1.11K
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
12+ 9.92% |
$495 - $671
|
133
$6.74K
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9New |
$371 - $503
|
9
$456
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
8+ 160.0% |
$330 - $447
|
13
$658
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 19.44% |
$288 - $391
|
43
$2.18K
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7+ 140.0% |
$288 - $391
|
12
$608
|