Purchases and Sales Made in Q2 2023 in Davita Inc. (DVA)
This table provides information about the institutional ownership of Davita Inc. (DVA) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
17+ 0.98% |
$1.39K - $1.72K
|
1.74K
$275K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
13+ 0.25% |
$1.06K - $1.31K
|
5.2K
$818K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
12+ 0.61% |
$979 - $1.21K
|
1.98K
$312K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 3.5% |
$979 - $1.21K
|
355
$55.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 6.11% |
$897 - $1.11K
|
191
$30.1K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 8.66% |
$897 - $1.11K
|
138
$21.7K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 8.66% |
$897 - $1.11K
|
138
$21.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
10+ 0.08% |
$816 - $1.01K
|
12.8K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
10+ 0.08% |
$816 - $1.01K
|
11.8K
$1.86M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8+ 160.0% |
$653 - $807
|
13
$2.05K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 57.14% |
$653 - $807
|
22
$3.46K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 23.33% |
$571 - $707
|
37
$5.82K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 12.0% |
$489 - $606
|
56
$8.82K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$489 - $606
|
6
$945
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 42.86% |
$489 - $606
|
20
$3.15K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$408 - $505
|
5
$787
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 20.0% |
$326 - $404
|
24
$3.78K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3+ 100.0% |
$245 - $303
|
6
$945
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 25.0% |
$81.6 - $101
|
5
$787
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 4.76% |
$81.6 - $101
|
22
$3.46K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1- -0.0% |
$81.6 - $101
|
24.2K
$3.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 2.33% |
$163 - $202
|
84
$13.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4- 0.08% |
$326 - $404
|
5.05K
$796K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-4- 0.08% |
$326 - $404
|
4.89K
$770K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-15- 1.15% |
$1.22K - $1.51K
|
1.3K
$204K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-18- 2.55% |
$1.47K - $1.82K
|
689
$108K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-18- 2.55% |
$1.47K - $1.82K
|
689
$108K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-37- 33.94% |
$3.02K - $3.73K
|
72
$11.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-46- 1.87% |
$3.75K - $4.64K
|
2.41K
$380K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-51- 2.04% |
$4.16K - $5.15K
|
2.45K
$385K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-61- 7.98% |
$4.98K - $6.16K
|
703
$111K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-71- 0.14% |
$5.79K - $7.17K
|
49K
$7.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-75- 68.18% |
$6.12K - $7.57K
|
35
$5.51K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-77- 1.53% |
$6.28K - $7.77K
|
4.97K
$782K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-84- 0.43% |
$6.85K - $8.48K
|
19.3K
$3.04M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-85- 59.44% |
$6.93K - $8.58K
|
58
$9.13K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-87- 0.94% |
$7.1K - $8.78K
|
9.14K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-91- 1.53% |
$7.42K - $9.18K
|
5.86K
$922K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-94- 34.81% |
$7.67K - $9.49K
|
176
$27.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-98- 49.75% |
$7.99K - $9.89K
|
99
$15.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-107- 1.48% |
$8.73K - $10.8K
|
7.1K
$1.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-111- 0.33% |
$9.06K - $11.2K
|
33.5K
$5.27M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-125- 4.76% |
$10.2K - $12.6K
|
2.5K
$394K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-126- 1.99% |
$10.3K - $12.7K
|
6.21K
$977K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-127- 0.78% |
$10.4K - $12.8K
|
16.3K
$2.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-134- 54.92% |
$10.9K - $13.5K
|
110
$17.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-149- 5.73% |
$12.2K - $15K
|
2.45K
$386K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-151- 0.92% |
$12.3K - $15.2K
|
16.3K
$2.56M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-199- 4.73% |
$16.2K - $20.1K
|
4K
$630K
|