Purchases and Sales Made in Q1 2023 in Prologis, Inc. (PLD)
This table provides information about the institutional ownership of Prologis, Inc. (PLD) during Q1 2023. The information is specifically focused on institutions that hold shares of Prologis, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
60New |
$6.76K - $8.07K
|
60
$6.55K
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
60+ 2.28% |
$6.76K - $8.07K
|
2.69K
$293K
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
60New |
$6.76K - $8.07K
|
60
$6.55K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
59+ 3.33% |
$6.65K - $7.93K
|
1.83K
$200K
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
57+ 0.06% |
$6.42K - $7.67K
|
91.8K
$10M
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
57+ 0.7% |
$6.42K - $7.67K
|
8.19K
$894K
|
|
Apr 27, 2023
Q1 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
56+ 0.22% |
$6.31K - $7.53K
|
25.3K
$2.77M
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
55New |
$6.2K - $7.4K
|
55
$6.01K
|
|
May 12, 2023
Q1 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
53+ 0.78% |
$5.97K - $7.13K
|
6.88K
$751K
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
52New |
$5.86K - $6.99K
|
52
$5.68K
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
51+ 12.41% |
$5.75K - $6.86K
|
462
$50.4K
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
51+ 1.58% |
$5.75K - $6.86K
|
3.28K
$358K
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
50+ 0.7% |
$5.63K - $6.72K
|
7.21K
$787K
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
50+ 1.78% |
$5.63K - $6.72K
|
2.86K
$312K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
47+ 14.64% |
$5.3K - $6.32K
|
368
$40.2K
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
47+ 0.1% |
$5.3K - $6.32K
|
45.6K
$4.98M
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
46+ 0.74% |
$5.18K - $6.19K
|
6.29K
$686K
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
45+ 25.57% |
$5.07K - $6.05K
|
221
$24.1K
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
45+ 2.5% |
$5.07K - $6.05K
|
1.84K
$201K
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
44+ 10.33% |
$4.96K - $5.92K
|
470
$51.3K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
44+ 0.73% |
$4.96K - $5.92K
|
6.07K
$663K
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
43+ 1.76% |
$4.85K - $5.78K
|
2.49K
$272K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
40New |
$4.51K - $5.38K
|
40
$4.37K
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
38+ 0.19% |
$4.28K - $5.11K
|
20.1K
$2.2M
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
38New |
$4.28K - $5.11K
|
38
$4.15K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
34New |
$3.83K - $4.57K
|
34
$3.71K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
34+ 4.83% |
$3.83K - $4.57K
|
738
$80.6K
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
33+ 1.8% |
$3.72K - $4.44K
|
1.86K
$203K
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
32+ 1.71% |
$3.61K - $4.3K
|
1.9K
$207K
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
32+ 0.19% |
$3.61K - $4.3K
|
16.6K
$1.81M
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
30New |
$3.38K - $4.03K
|
30
$3.28K
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
29+ 0.71% |
$3.27K - $3.9K
|
4.12K
$450K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
28+ 2.96% |
$3.16K - $3.77K
|
974
$106K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
28+ 1.33% |
$3.16K - $3.77K
|
2.13K
$232K
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
27+ 0.18% |
$3.04K - $3.63K
|
14.7K
$1.61M
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
27+ 50.0% |
$3.04K - $3.63K
|
81
$8.84K
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
26+ 0.72% |
$2.93K - $3.5K
|
3.61K
$395K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
26New |
$2.93K - $3.5K
|
26
$2.84K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
26New |
$2.93K - $3.5K
|
26
$2.84K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
25New |
$2.82K - $3.36K
|
25
$2.73K
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
25+ 3.23% |
$2.82K - $3.36K
|
800
$87.4K
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
25+ 1.12% |
$2.82K - $3.36K
|
2.26K
$247K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
24+ 14.72% |
$2.7K - $3.23K
|
187
$20.4K
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
24+ 0.32% |
$2.7K - $3.23K
|
7.54K
$824K
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
23+ 0.32% |
$2.59K - $3.09K
|
7.23K
$789K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
22New |
$2.48K - $2.96K
|
22
$2.4K
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
22+ 0.88% |
$2.48K - $2.96K
|
2.53K
$277K
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
22+ 0.69% |
$2.48K - $2.96K
|
3.2K
$349K
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
22+ 0.87% |
$2.48K - $2.96K
|
2.56K
$280K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
21New |
$2.37K - $2.82K
|
21
$2.29K
|