Latest Institutional Purchases of Piedmont Office Realty Trust, Inc. (PDM)
This list provides information on the latest institutional transactions involving Piedmont Office Realty Trust, Inc. (PDM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.98K+ 17.83% |
$61.6K - $82.3K
|
39.5K
$281K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.12KNew |
$42.4K - $56.7K
|
4.12K
$29.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.97K+ 9.69% |
$30.6K - $40.9K
|
33.6K
$240K
|
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.1KNew |
$11.3K - $15.1K
|
1.1K
$7.83K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
756New |
$7.79K - $10.4K
|
756
$5.38K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
76New |
$783 - $1.05K
|
76
$541
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
73+ 11.97% |
$752 - $1K
|
683
$4.86K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Gsi Capital Advisors LLC
Newport Beach, CA |
BUY
|
- |
206KNew |
$2.63M - $3.57M
|
206K
$1.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
21KNew |
$269K - $364K
|
21K
$150K
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
20.7KNew |
$265K - $359K
|
20.7K
$147K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
17KNew |
$218K - $295K
|
17K
$121K
|
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
12.7K+ 58.45% |
$163K - $220K
|
34.5K
$245K
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
12.6KNew |
$162K - $219K
|
12.6K
$89.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
4.51K+ 3499.22% |
$57.8K - $78.3K
|
4.64K
$33.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.5KNew |
$19.2K - $26K
|
1.5K
$10.7K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
208KNew |
$3.36M - $4.09M
|
208K
$1.48M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
89.8KNew |
$1.45M - $1.77M
|
89.8K
$639K
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10KNew |
$162K - $197K
|
10K
$71.4K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
900New |
$14.5K - $17.7K
|
900
$6.41K
|
|
|
May 06, 2022
Q1 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
753+ 2.99% |
$12.2K - $14.8K
|
25.9K
$185K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
3+ 1.14% |
$48.5 - $59
|
266
$1.89K
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
13.7KNew |
$234K - $265K
|
13.7K
$97.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4.58KNew |
$78.4K - $88.8K
|
4.58K
$32.6K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2.45KNew |
$41.8K - $47.4K
|
2.45K
$17.4K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
17.5KNew |
$294K - $340K
|
17.5K
$125K
|
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
11.5KNew |
$193K - $223K
|
11.5K
$81.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
6.03KNew |
$101K - $117K
|
6.03K
$42.9K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1KNew |
$16.8K - $19.4K
|
1K
$7.12K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
743New |
$12.5K - $14.4K
|
743
$5.29K
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
200New |
$3.36K - $3.88K
|
200
$1.42K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
33New |
$554 - $640
|
33
$235
|
|
| Q2 2021 | |||||||
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
972New |
$17.1K - $19.7K
|
972
$6.92K
|
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
432+ 432.0% |
$7.6K - $8.77K
|
532
$3.79K
|
|
| Q4 2020 | |||||||
|
Jan 22, 2021
Q4 2020
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.3KNew |
$14.9K - $22.1K
|
1.3K
$9.28K
|
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.22KNew |
$13.9K - $20.6K
|
1.22K
$8.66K
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
534+ 100.0% |
$7.16K - $8.99K
|
1.07K
$7.6K
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Aew Capital Management L P
|
BUY
|
- |
22.4K+ 1.08% |
$455K - $503K
|
2.1M
$15M
|
|
|
Feb 07, 2020
Q4 2019
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
15.4KNew |
$313K - $345K
|
15.4K
$110K
|
|
| Q3 2019 | |||||||
|
Oct 18, 2019
Q3 2019
|
Whittier Trust CO
|
BUY
|
- |
94New |
$1.81K - $1.97K
|
94
$669
|
|
| Q2 2019 | |||||||
|
Jul 15, 2019
Q2 2019
|
Beacon Financial Group
|
BUY
|
- |
12.6KNew |
$246K - $268K
|
12.6K
$89.8K
|
|
| Q1 2019 | |||||||
|
Jan 27, 2020
Q1 2019
|
Tsfg, LLC
|
BUY
|
- |
736New |
$12.3K - $15.4K
|
736
$5.24K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
14.7K+ 126.72% |
$242K - $278K
|
26.3K
$187K
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
460New |
$7.59K - $8.69K
|
460
$3.28K
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
11.8K+ 2092.72% |
$198K - $234K
|
12.3K
$87.9K
|
|
| Q4 2016 | |||||||
|
Aug 13, 2018
Q4 2016
|
Pflug Koory, LLC
|
BUY
|
- |
4.68KNew |
N/A
|
4.68K
$33.3K
|
|
| Q1 2016 | |||||||
|
Nov 06, 2023
Q1 2016
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
35New |
N/A
|
35
$249
|
|