Purchases and Sales Made in Q1 2025 in Davita Inc. (DVA)
This table provides information about the institutional ownership of Davita Inc. (DVA) during Q1 2025. The information is specifically focused on institutions that hold shares of DAVITA INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5New |
$700 - $887
|
5
$709
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5+ 0.11% |
$700 - $887
|
4.55K
$645K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 300.0% |
$420 - $532
|
4
$567
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3New |
$420 - $532
|
3
$426
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3New |
$420 - $532
|
3
$426
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$420 - $532
|
3
$426
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3New |
$420 - $532
|
3
$426
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$280 - $355
|
2
$284
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.32% |
$280 - $355
|
631
$89.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 4.08% |
$280 - $355
|
51
$7.23K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$280 - $355
|
2
$284
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$140 - $177
|
2
$284
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
1New |
$140 - $177
|
1
$142
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 100.0% |
$140 - $177
|
2
$284
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
1+ 0.07% |
$140 - $177
|
1.39K
$198K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1+ 0.14% |
$140 - $177
|
713
$101K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 11.11% |
$140 - $177
|
10
$1.42K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 6.67% |
$140 - $177
|
14
$1.99K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 2.63% |
$140 - $177
|
37
$5.25K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 7.69% |
$140 - $177
|
12
$1.7K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 0.25% |
$140 - $177
|
407
$57.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1- 1.69% |
$140 - $177
|
58
$8.23K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2- 0.12% |
$280 - $355
|
1.72K
$244K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2- 0.02% |
$280 - $355
|
9.58K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-3- 0.12% |
$420 - $532
|
2.43K
$345K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3- 2.36% |
$420 - $532
|
124
$17.6K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-5- 13.16% |
$700 - $887
|
33
$4.68K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 30.43% |
$980 - $1.24K
|
16
$2.27K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8- 0.22% |
$1.12K - $1.42K
|
3.68K
$522K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-8- 0.27% |
$1.12K - $1.42K
|
3K
$426K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-11- 57.89% |
$1.54K - $1.95K
|
8
$1.13K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-11- 0.78% |
$1.54K - $1.95K
|
1.41K
$199K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-16- 20.0% |
$2.24K - $2.84K
|
64
$9.08K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-16- 1.77% |
$2.24K - $2.84K
|
887
$126K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-18- 1.27% |
$2.52K - $3.19K
|
1.4K
$198K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-19- 1.15% |
$2.66K - $3.37K
|
1.63K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-20- 4.14% |
$2.8K - $3.55K
|
463
$65.7K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-22- 1.32% |
$3.08K - $3.9K
|
1.65K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-22- 1.16% |
$3.08K - $3.9K
|
1.88K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-32- 2.23% |
$4.48K - $5.68K
|
1.4K
$199K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-32Closed |
$4.48K - $5.68K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-34- 1.79% |
$4.76K - $6.03K
|
1.86K
$264K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-34- 2.45% |
$4.76K - $6.03K
|
1.36K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Epacria Capital Partners, LLC
Boulder, CO |
SELL
|
- |
-36- 0.87% |
$5.04K - $6.38K
|
4.11K
$583K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-37- 0.38% |
$5.18K - $6.56K
|
9.69K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-38- 19.69% |
$5.32K - $6.74K
|
155
$22K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-40- 8.51% |
$5.6K - $7.09K
|
430
$61K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-42- 2.87% |
$5.88K - $7.45K
|
1.42K
$201K
|