Latest Institutional Transactions on Presidio Property Trust, Inc. (SQFT)
This table provides information on the latest institutional transactions involving Presidio Property Trust, Inc. (SQFT) 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
882+ 59.76% |
$485 - $679
|
2.36K
$1.67K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-1K- 76.92% |
$550 - $770
|
300
$213
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.38K- 13.04% |
$2.41K - $3.37K
|
29.2K
$20.7K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.3K+ 46.18% |
$9.53K - $13.3K
|
54.8K
$38.9K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-42- 0.51% |
$23.1 - $32.3
|
8.21K
$5.83K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-34- 1.42% |
$18.7 - $26.2
|
2.36K
$1.67K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.31K- 8.5% |
$720 - $1.01K
|
14.1K
$10K
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.53K- 1.31% |
$1.39K - $1.95K
|
191K
$136K
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
600+ 0.89% |
$330 - $462
|
68.4K
$48.5K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.1K- 45.61% |
$6.12K - $8.56K
|
13.3K
$9.41K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-41K- 66.72% |
$22.5K - $31.5K
|
20.4K
$14.5K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.1K- 14.19% |
$1.16K - $1.62K
|
12.7K
$9.03K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-107K- 57.25% |
$58.6K - $82K
|
79.6K
$56.5K
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
20.2KNew |
$11.1K - $15.5K
|
20.2K
$14.3K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26New |
$16.9 - $30.7
|
26
$18.5
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-101- 0.28% |
$65.7 - $119
|
35.7K
$25.4K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.87K- 21.66% |
$1.21K - $2.2K
|
6.76K
$4.8K
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.7KNew |
$6.99K - $12.7K
|
10.7K
$7.63K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-81- 0.53% |
$52.7 - $95.6
|
15.2K
$10.8K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
38.3KNew |
$24.9K - $45.3K
|
38.3K
$27.2K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.52K- 4.39% |
$988 - $1.79K
|
33.1K
$23.5K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.63KNew |
$1.71K - $3.1K
|
2.63K
$1.86K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-13.6K- 52.88% |
$13.6K - $18.2K
|
12.1K
$8.6K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.79KNew |
$5.79K - $7.76K
|
5.79K
$4.11K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.07KNew |
$4.07K - $5.46K
|
4.07K
$2.89K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.5KNew |
$13.5K - $18.1K
|
13.5K
$9.59K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.1KNew |
$7.87K - $20.7K
|
15.1K
$10.7K
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-700- 5.0% |
$364 - $959
|
13.3K
$9.44K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.0% |
$0.52 - $1.37
|
20.4K
$14.5K
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
2.85K+ 2.59% |
$1.48K - $3.9K
|
113K
$80.1K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.1KNew |
$6.82K - $18K
|
13.1K
$9.31K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-821- 5.64% |
$427 - $1.12K
|
13.7K
$9.75K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$52 - $137
|
100
$71
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
166+ 3.24% |
$86.3 - $227
|
5.29K
$3.76K
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.27K- 2.91% |
$1.7K - $4.48K
|
109K
$77.4K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.86K+ 34.32% |
$5.07K - $6.72K
|
26.8K
$19.1K
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-4.13K- 14.32% |
$3.05K - $4.04K
|
24.7K
$17.5K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.34K- 28.16% |
$994 - $1.32K
|
3.43K
$2.43K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-280- 1.24% |
$207 - $274
|
22.4K
$15.9K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
4.98KNew |
$3.68K - $4.88K
|
4.98K
$3.53K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.97KNew |
$1.62K - $2.11K
|
1.97K
$1.4K
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.47KNew |
$3.5K - $4.3K
|
3.47K
$2.46K
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
864+ 3.3% |
$873 - $1.07K
|
27K
$19.2K
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13KNew |
$13.1K - $16.1K
|
13K
$9.23K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.64K- 19.15% |
$2.67K - $3.27K
|
11.1K
$7.91K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.76KNew |
$2.78K - $3.42K
|
2.76K
$1.96K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.2KNew |
$1.13K - $1.59K
|
1.2K
$851
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
11KNew |
$10.4K - $14.7K
|
11K
$7.83K
|
|
Q3 2022 | |||||||
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.34KNew |
$6.67K - $129K
|
5.34K
$3.79K
|