Latest Institutional Transactions on Piedmont Office Realty Trust, Inc. (PDM)
This table provides information on the latest institutional transactions involving Piedmont Office Realty Trust, Inc. (PDM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
35+ 0.05% |
$229 - $386
|
64.5K
$459K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
12+ 0.06% |
$78.4 - $132
|
19.7K
$140K
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.6KNew |
$121K - $205K
|
18.6K
$132K
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
309KNew |
$2.02M - $3.41M
|
309K
$2.2M
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
SELL
|
- |
-60- 0.51% |
$392 - $661
|
11.7K
$83.3K
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-105K- 20.47% |
$920K - $1.14M
|
406K
$2.89M
|
|
Feb 14, 2023
Q4 2022
|
Tri Locum Partners LP
New York, NY |
BUY
|
- |
16.1KNew |
$142K - $176K
|
16.1K
$115K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
714KNew |
$6.28M - $7.79M
|
714K
$5.08M
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-80.3K- 68.3% |
$707K - $877K
|
37.3K
$265K
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-63- 0.08% |
$554 - $688
|
83.1K
$592K
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
27+ 17.09% |
$238 - $295
|
185
$1.32K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.88KNew |
$16.6K - $20.5K
|
1.88K
$13.4K
|
|
Feb 14, 2023
Q4 2022
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-100K- 78.19% |
$883K - $1.1M
|
28K
$199K
|
|
Feb 14, 2023
Q4 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
10.1KNew |
$88.5K - $110K
|
10.1K
$71.6K
|
|
Feb 14, 2023
Q4 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
17.9KNew |
$157K - $195K
|
17.9K
$127K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
53New |
$466 - $579
|
53
$377
|
|
Feb 13, 2023
Q4 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
42.8KNew |
$376K - $467K
|
42.8K
$305K
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-19K- 27.49% |
$167K - $207K
|
50.1K
$357K
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
55.8K+ 78.04% |
$491K - $609K
|
127K
$906K
|
|
Feb 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
BUY
|
- |
100KNew |
$881K - $1.09M
|
100K
$713K
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.1KNew |
$124K - $154K
|
14.1K
$101K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
95New |
$836 - $1.04K
|
95
$676
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
186+ 930.0% |
$1.64K - $2.03K
|
206
$1.47K
|
|
Feb 07, 2023
Q4 2022
|
Ldr Capital Management LLC
New York, NY |
BUY
|
- |
30.5K+ 19.17% |
$269K - $334K
|
190K
$1.35M
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-280- 38.78% |
$2.46K - $3.06K
|
442
$3.15K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
21.1K+ 65.75% |
$186K - $230K
|
53.2K
$379K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
210+ 12.56% |
$1.85K - $2.29K
|
1.88K
$13.4K
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.95K- 14.13% |
$17.2K - $21.3K
|
11.9K
$84.5K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.86K+ 41.75% |
$51.6K - $64K
|
19.9K
$142K
|
|
Q3 2022 | |||||||
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-892- 4.93% |
$9.19K - $12.3K
|
17.2K
$122K
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.1KNew |
$11.3K - $15.1K
|
1.1K
$7.83K
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
76New |
$783 - $1.05K
|
76
$541
|
|
Nov 14, 2022
Q3 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
10K+ 5.0% |
$103K - $138K
|
210K
$1.5M
|
|
Nov 14, 2022
Q3 2022
|
Heitman Real Estate Securities LLC
Chicago, IL |
SELL
|
- |
-133K- 4.68% |
$1.37M - $1.84M
|
2.72M
$19.3M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.98K+ 17.83% |
$61.6K - $82.3K
|
39.5K
$281K
|
|
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
23.2K+ 43.35% |
$239K - $320K
|
76.8K
$547K
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
76.8KNew |
$791K - $1.06M
|
76.8K
$547K
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
23.5K+ 71.64% |
$242K - $323K
|
56.3K
$401K
|
|
Nov 14, 2022
Q3 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-10.3K- 32.34% |
$106K - $141K
|
21.5K
$153K
|
|
Nov 14, 2022
Q3 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.97K+ 9.69% |
$30.6K - $40.9K
|
33.6K
$240K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-11.3K- 21.76% |
$117K - $156K
|
40.8K
$291K
|
|
Nov 14, 2022
Q3 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
992K+ 885.53% |
$10.2M - $13.6M
|
1.1M
$7.86M
|
|
Nov 09, 2022
Q3 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-111KClosed |
$1.14M - $1.52M
|
0
$0
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
73+ 11.97% |
$752 - $1K
|
683
$4.86K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.12KNew |
$42.4K - $56.7K
|
4.12K
$29.3K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-544- 84.21% |
$5.6K - $7.49K
|
102
$726
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
756New |
$7.79K - $10.4K
|
756
$5.38K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
12.7K+ 58.45% |
$163K - $220K
|
34.5K
$245K
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-3.61KClosed |
$46.3K - $62.7K
|
0
$0
|