Institutional Ownership Dynatrace, Inc. (DT)
This table provides information about the institutional ownership of Dynatrace, Inc. (DT). We have compiled data on the 673 institutions that hold shares in the stock, with a total of 277 Million shares, which have been reported (via 13F filing form) to have a value of $14.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
47
shares
|
$2,519
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
39
shares
|
$2,090
0.0% of portfolio
|
Q4 2024
Added 14.71%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
39
shares
|
$2,090
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
36
shares
|
$1,929
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
31
shares
|
$1,661
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
30
shares
|
$1,608
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
29
shares
|
$1,554
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
28
shares
|
$1,500
0.0% of portfolio
|
Q4 2024
Reduced 54.84%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
25
shares
|
$1,340
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
25
shares
|
$1,340
0.0% of portfolio
|
Q1 2025
Reduced 84.66%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
25
shares
|
$1,340
0.0% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
24
shares
|
$1,286
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
22
shares
|
$1,179
0.0% of portfolio
|
Q1 2025
Reduced 42.11%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
21
shares
|
$1,125
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
20
shares
|
$1,072
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
19
shares
|
$1,018
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
18
shares
|
$964
0.0% of portfolio
|
Q2 2024
Reduced 99.95%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
18
shares
|
$964
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
16
shares
|
$857
0.0% of portfolio
|
Q1 2025
Reduced 55.56%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
11
shares
|
$589
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
11
shares
|
$589
0.0% of portfolio
|
Q1 2025
Reduced 35.29%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
11
shares
|
$589
0.0% of portfolio
|
Q1 2025
Reduced 31.25%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
10
shares
|
$536
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
9
shares
|
$482
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
8
shares
|
$428
0.0% of portfolio
|
Q1 2025
Added 33.33%
|