Purchases and Sales Made in Q3 2023 in Dynatrace, Inc. (DT)
This table provides information about the institutional ownership of Dynatrace, Inc. (DT) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
113+ 0.51% |
$5.15K - $6.24K
|
22.2K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
85+ 0.31% |
$3.88K - $4.69K
|
27.7K
$1.48M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
85+ 0.31% |
$3.88K - $4.69K
|
27.7K
$1.48M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
78New |
$3.56K - $4.3K
|
78
$4.18K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
70New |
$3.19K - $3.86K
|
70
$3.75K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
69+ 0.14% |
$3.15K - $3.81K
|
49.6K
$2.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
65+ 0.17% |
$2.96K - $3.59K
|
39.4K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
56+ 18.54% |
$2.55K - $3.09K
|
358
$19.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
53New |
$2.42K - $2.93K
|
53
$2.84K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
47+ 1.09% |
$2.14K - $2.59K
|
4.35K
$233K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
43+ 9.0% |
$1.96K - $2.37K
|
521
$27.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
43New |
$1.96K - $2.37K
|
43
$2.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 357.14% |
$1.14K - $1.38K
|
32
$1.71K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20New |
$912 - $1.1K
|
20
$1.07K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
20+ 31.25% |
$912 - $1.1K
|
84
$4.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 45.16% |
$638 - $773
|
45
$2.41K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14New |
$638 - $773
|
14
$750
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$501 - $607
|
11
$589
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
6+ 4.72% |
$274 - $331
|
133
$7.12K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 13.33% |
$274 - $331
|
51
$2.73K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 45.45% |
$228 - $276
|
16
$857
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.09% |
$182 - $221
|
4.54K
$243K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.09% |
$182 - $221
|
4.54K
$243K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3+ 0.02% |
$137 - $166
|
16.4K
$878K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 4.55% |
$45.6 - $55.2
|
23
$1.23K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.87% |
$45.6 - $55.2
|
116
$6.21K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1New |
$45.6 - $55.2
|
1
$53.6
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-2- 0.02% |
$91.2 - $110
|
12.5K
$672K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-4- 0.85% |
$182 - $221
|
465
$24.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-4- 0.08% |
$182 - $221
|
5.1K
$273K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-39- 3.41% |
$1.78K - $2.15K
|
1.11K
$59.2K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-40- 7.07% |
$1.82K - $2.21K
|
526
$28.2K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-45- 0.26% |
$2.05K - $2.48K
|
17K
$911K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-55- 62.5% |
$2.51K - $3.04K
|
33
$1.77K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-60- 2.43% |
$2.74K - $3.31K
|
2.41K
$129K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-60- 0.54% |
$2.74K - $3.31K
|
11.1K
$596K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-64- 5.49% |
$2.92K - $3.53K
|
1.1K
$59K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-66- 0.68% |
$3.01K - $3.64K
|
9.65K
$517K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-96- 1.88% |
$4.38K - $5.3K
|
5K
$268K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-111- 2.47% |
$5.06K - $6.13K
|
4.39K
$235K
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-160- 0.65% |
$7.29K - $8.83K
|
24.5K
$1.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-193- 3.49% |
$8.8K - $10.7K
|
5.35K
$286K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-212- 2.12% |
$9.67K - $11.7K
|
9.8K
$525K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-256- 1.58% |
$11.7K - $14.1K
|
16K
$855K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-323- 1.13% |
$14.7K - $17.8K
|
28.4K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-364- 15.38% |
$16.6K - $20.1K
|
2K
$107K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-403- 5.93% |
$18.4K - $22.2K
|
6.4K
$343K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-408- 5.64% |
$18.6K - $22.5K
|
6.83K
$366K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-487- 34.13% |
$22.2K - $26.9K
|
940
$50.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-509- 20.42% |
$23.2K - $28.1K
|
1.98K
$106K
|