Purchases and Sales Made in Q2 2023 in Prologis, Inc. (PLD)
This table provides information about the institutional ownership of Prologis, Inc. (PLD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
57+ 3.0% |
$6.66K - $7.3K
|
1.96K
$213K
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
55+ 0.45% |
$6.43K - $7.04K
|
12.3K
$1.34M
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
55+ 2.56% |
$6.43K - $7.04K
|
2.21K
$240K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
54+ 0.14% |
$6.31K - $6.92K
|
40K
$4.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
53+ 1.88% |
$6.2K - $6.79K
|
2.87K
$312K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
53+ 0.87% |
$6.2K - $6.79K
|
6.17K
$673K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
50+ 2.35% |
$5.85K - $6.4K
|
2.17K
$237K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
50New |
$5.85K - $6.4K
|
50
$5.45K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
50+ 0.93% |
$5.85K - $6.4K
|
5.44K
$594K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
49+ 2.87% |
$5.73K - $6.28K
|
1.76K
$192K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
49+ 2.68% |
$5.73K - $6.28K
|
1.88K
$205K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
48+ 1.52% |
$5.61K - $6.15K
|
3.2K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
47+ 2.46% |
$5.49K - $6.02K
|
1.96K
$214K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
44+ 0.02% |
$5.14K - $5.64K
|
203K
$22.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
42+ 2.51% |
$4.91K - $5.38K
|
1.71K
$187K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
41+ 4.18% |
$4.79K - $5.25K
|
1.02K
$112K
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
40+ 2.39% |
$4.68K - $5.12K
|
1.71K
$187K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
40+ 7.23% |
$4.68K - $5.12K
|
593
$64.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
40+ 2.04% |
$4.68K - $5.12K
|
2K
$218K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
40+ 105.26% |
$4.68K - $5.12K
|
78
$8.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
39+ 50.0% |
$4.56K - $5K
|
117
$12.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 3.29% |
$4.56K - $5K
|
1.23K
$134K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
39+ 205.26% |
$4.56K - $5K
|
58
$6.32K
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
38+ 1.73% |
$4.44K - $4.87K
|
2.23K
$244K
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
37+ 2.23% |
$4.33K - $4.74K
|
1.7K
$185K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
36+ 80.0% |
$4.21K - $4.61K
|
81
$8.83K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
36+ 1.12% |
$4.21K - $4.61K
|
3.24K
$354K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
36+ 3.91% |
$4.21K - $4.61K
|
956
$104K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
31New |
$3.62K - $3.97K
|
31
$3.38K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
30+ 0.59% |
$3.51K - $3.84K
|
5.14K
$560K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
30+ 27.27% |
$3.51K - $3.84K
|
140
$15.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
30+ 1.21% |
$3.51K - $3.84K
|
2.5K
$273K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
30+ 100.0% |
$3.51K - $3.84K
|
60
$6.54K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
28+ 147.37% |
$3.27K - $3.59K
|
47
$5.12K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
BUY
|
- |
24+ 7.23% |
$2.81K - $3.07K
|
356
$38.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
24+ 0.32% |
$2.81K - $3.07K
|
7.57K
$825K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
23+ 21.5% |
$2.69K - $2.95K
|
130
$14.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
23+ 0.64% |
$2.69K - $2.95K
|
3.64K
$396K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
22+ 1.32% |
$2.57K - $2.82K
|
1.69K
$184K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
22+ 0.6% |
$2.57K - $2.82K
|
3.66K
$399K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
22+ 0.84% |
$2.57K - $2.82K
|
2.64K
$288K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
22+ 0.23% |
$2.57K - $2.82K
|
9.41K
$1.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
21+ 0.13% |
$2.45K - $2.69K
|
16.6K
$1.81M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
20New |
$2.34K - $2.56K
|
20
$2.18K
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
20+ 0.7% |
$2.34K - $2.56K
|
2.89K
$315K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
19New |
$2.22K - $2.43K
|
19
$2.07K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
19+ 1.07% |
$2.22K - $2.43K
|
1.8K
$196K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
18+ 0.43% |
$2.1K - $2.31K
|
4.2K
$457K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
18+ 0.43% |
$2.1K - $2.31K
|
4.21K
$459K
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
17+ 0.63% |
$1.99K - $2.18K
|
2.7K
$295K
|