Purchases and Sales Made in Q2 2025 in Davita Inc. (DVA)
This table provides information about the institutional ownership of Davita Inc. (DVA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
19+ 1.35% |
$2.54K - $2.95K
|
1.43K
$188K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
16+ 0.66% |
$2.14K - $2.49K
|
2.45K
$323K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
13+ 10.48% |
$1.74K - $2.02K
|
137
$18.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
12+ 0.58% |
$1.6K - $1.87K
|
2.1K
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
12New |
$1.6K - $1.87K
|
12
$1.58K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
11+ 137.5% |
$1.47K - $1.71K
|
19
$2.51K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
9New |
$1.2K - $1.4K
|
9
$1.19K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
8+ 6.56% |
$1.07K - $1.24K
|
130
$17.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 46.67% |
$935 - $1.09K
|
22
$2.91K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
7+ 2.32% |
$935 - $1.09K
|
309
$40.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 16.22% |
$801 - $933
|
43
$5.68K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5New |
$668 - $778
|
5
$660
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5+ 250.0% |
$668 - $778
|
7
$925
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 0.74% |
$534 - $622
|
546
$72.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4New |
$534 - $622
|
4
$528
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4+ 0.19% |
$534 - $622
|
2.15K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4New |
$534 - $622
|
4
$528
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4New |
$534 - $622
|
4
$528
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
4+ 14.81% |
$534 - $622
|
31
$4.09K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 4.08% |
$534 - $622
|
102
$13.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 0.98% |
$534 - $622
|
411
$54.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4New |
$534 - $622
|
4
$528
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 150.0% |
$401 - $467
|
5
$660
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3New |
$401 - $467
|
3
$396
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 150.0% |
$401 - $467
|
5
$660
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
3+ 7.69% |
$401 - $467
|
42
$5.55K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
2+ 4.35% |
$267 - $311
|
48
$6.34K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 1.33% |
$267 - $311
|
152
$20.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1New |
$134 - $156
|
1
$132
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 33.33% |
$134 - $156
|
4
$528
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.92% |
$134 - $156
|
110
$14.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1+ 0.07% |
$134 - $156
|
1.42K
$188K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1+ 0.02% |
$134 - $156
|
6.59K
$870K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
1New |
$134 - $156
|
1
$132
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 2.78% |
$134 - $156
|
37
$4.89K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 10.0% |
$134 - $156
|
11
$1.45K
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 2.22% |
$134 - $156
|
44
$5.81K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.18% |
$134 - $156
|
566
$74.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2- 0.39% |
$267 - $311
|
510
$67.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2- 0.05% |
$267 - $311
|
4.24K
$560K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-3- 75.0% |
$401 - $467
|
1
$132
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 5.88% |
$401 - $467
|
48
$6.34K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4- 0.73% |
$534 - $622
|
542
$71.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5- 5.32% |
$668 - $778
|
89
$11.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-6- 0.3% |
$801 - $933
|
2.02K
$266K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 36.84% |
$935 - $1.09K
|
12
$1.58K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-8- 0.7% |
$1.07K - $1.24K
|
1.14K
$151K
|