Purchases and Sales Made in Q1 2023 in Orion Office Reit Inc. (ONL)
This table provides information about the institutional ownership of Orion Office Reit Inc. (ONL) during Q1 2023. The information is specifically focused on institutions that hold shares of Orion Office REIT Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
60+ 0.11% |
$340 - $583
|
56.2K
$236K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
59New |
$335 - $573
|
59
$248
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
54New |
$306 - $524
|
54
$227
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
53New |
$301 - $515
|
53
$223
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
40New |
$227 - $388
|
40
$168
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
37+ 231.25% |
$210 - $359
|
53
$223
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
37+ 102.78% |
$210 - $359
|
73
$307
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
33New |
$187 - $320
|
33
$139
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
28New |
$159 - $272
|
28
$118
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
14New |
$79.4 - $136
|
14
$58.8
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
14New |
$79.4 - $136
|
14
$58.8
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
13New |
$73.7 - $126
|
13
$54.6
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12New |
$68 - $117
|
12
$50.4
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
10+ 16.67% |
$56.7 - $97.1
|
70
$294
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9+ 0.58% |
$51 - $87.4
|
1.57K
$6.58K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
4+ 3.7% |
$22.7 - $38.8
|
112
$470
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.72% |
$11.3 - $19.4
|
279
$1.17K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
2New |
$11.3 - $19.4
|
2
$8.4
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$5.67 - $9.71
|
1
$4.2
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1New |
$5.67 - $9.71
|
1
$4.2
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.51% |
$5.67 - $9.71
|
198
$832
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.23% |
$5.67 - $9.71
|
440
$1.85K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.25% |
$5.67 - $9.71
|
81
$340
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1- 0.5% |
$5.67 - $9.71
|
199
$836
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 50.0% |
$5.67 - $9.71
|
1
$4.2
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 5.13% |
$11.3 - $19.4
|
37
$155
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3- 15.79% |
$17 - $29.1
|
16
$67.2
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-5- 6.33% |
$28.4 - $48.6
|
74
$311
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 5.68% |
$28.4 - $48.6
|
83
$349
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5- 50.0% |
$28.4 - $48.6
|
5
$21
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6- 13.04% |
$34 - $58.3
|
40
$168
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-6- 15.79% |
$34 - $58.3
|
32
$134
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-7- 3.91% |
$39.7 - $68
|
172
$722
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-9- 33.33% |
$51 - $87.4
|
18
$75.6
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-13- 26.53% |
$73.7 - $126
|
36
$151
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-21- 48.84% |
$119 - $204
|
22
$92.4
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-21- 12.96% |
$119 - $204
|
141
$592
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-22- 34.92% |
$125 - $214
|
41
$172
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22- 2.57% |
$125 - $214
|
835
$3.51K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-23- 17.04% |
$130 - $223
|
112
$470
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-24- 2.27% |
$136 - $233
|
1.04K
$4.35K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-25- 54.35% |
$142 - $243
|
21
$88.2
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 1.95% |
$142 - $243
|
1.26K
$5.28K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-27- 75.0% |
$153 - $262
|
9
$37.8
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-33- 6.52% |
$187 - $320
|
473
$1.99K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-37- 54.41% |
$210 - $359
|
31
$130
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-37- 69.81% |
$210 - $359
|
16
$67.2
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-42- 6.01% |
$238 - $408
|
657
$2.76K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-43- 15.19% |
$244 - $418
|
240
$1.01K
|