Purchases and Sales Made in Q1 2025 in Dynatrace, Inc. (DT)
This table provides information about the institutional ownership of Dynatrace, Inc. (DT) during Q1 2025. The information is specifically focused on institutions that hold shares of Dynatrace, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
149+ 2.34% |
$7.03K - $9.3K
|
6.51K
$366K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
144+ 6.58% |
$6.79K - $8.99K
|
2.33K
$131K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
142New |
$6.7K - $8.86K
|
142
$7.98K
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
142+ 0.68% |
$6.7K - $8.86K
|
20.9K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
138+ 552.0% |
$6.51K - $8.61K
|
163
$9.16K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
117New |
$5.52K - $7.3K
|
117
$6.57K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
108+ 108.0% |
$5.09K - $6.74K
|
208
$11.7K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
107+ 17.51% |
$5.05K - $6.68K
|
718
$40.3K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
107+ 6.47% |
$5.05K - $6.68K
|
1.76K
$99K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
102New |
$4.81K - $6.37K
|
102
$5.73K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
101+ 0.75% |
$4.76K - $6.3K
|
13.6K
$763K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
99New |
$4.67K - $6.18K
|
99
$5.56K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
92New |
$4.34K - $5.74K
|
92
$5.17K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
86+ 0.93% |
$4.05K - $5.37K
|
9.29K
$522K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
77New |
$3.63K - $4.81K
|
77
$4.33K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
76+ 3.39% |
$3.58K - $4.74K
|
2.32K
$130K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
73+ 0.56% |
$3.44K - $4.56K
|
13K
$731K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
66New |
$3.11K - $4.12K
|
66
$3.71K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
64New |
$3.02K - $3.99K
|
64
$3.6K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
61+ 1.29% |
$2.88K - $3.81K
|
4.81K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
53New |
$2.5K - $3.31K
|
53
$2.98K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
51+ 0.09% |
$2.4K - $3.18K
|
57.1K
$3.21M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
49New |
$2.31K - $3.06K
|
49
$2.75K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
48+ 5.21% |
$2.26K - $3K
|
970
$54.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
44+ 5.68% |
$2.07K - $2.75K
|
819
$46K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
35+ 16.59% |
$1.65K - $2.18K
|
246
$13.8K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.77% |
$1.56K - $2.06K
|
4.29K
$241K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
31New |
$1.46K - $1.94K
|
31
$1.74K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
30New |
$1.41K - $1.87K
|
30
$1.69K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.39% |
$1.41K - $1.87K
|
7.71K
$433K
|
|
|
May 07, 2025
Q1 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
30+ 0.45% |
$1.41K - $1.87K
|
6.64K
$373K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.03% |
$943 - $1.25K
|
60.7K
$3.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
20New |
$943 - $1.25K
|
20
$1.12K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
20+ 400.0% |
$943 - $1.25K
|
25
$1.4K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
19+ 12.03% |
$896 - $1.19K
|
177
$9.95K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 21.43% |
$849 - $1.12K
|
102
$5.73K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
17+ 0.09% |
$802 - $1.06K
|
19.2K
$1.08M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13+ 0.6% |
$613 - $811
|
2.17K
$122K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
11New |
$519 - $687
|
11
$618
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
10New |
$472 - $624
|
10
$562
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
7+ 0.12% |
$330 - $437
|
5.64K
$317K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5New |
$236 - $312
|
5
$281
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4+ 2.96% |
$189 - $250
|
139
$7.81K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
3+ 0.07% |
$141 - $187
|
4.25K
$239K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
3New |
$141 - $187
|
3
$169
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3New |
$141 - $187
|
3
$169
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$141 - $187
|
3
$169
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 33.33% |
$94.3 - $125
|
8
$450
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
2+ 0.0% |
$94.3 - $125
|
67.7K
$3.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 4.17% |
$47.2 - $62.4
|
25
$1.4K
|