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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-349- 19.3% |
$199 - $279
|
1.46K
$6.42K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.18K+ 9.61% |
$673 - $945
|
13.5K
$59.3K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.39K+ 57.05% |
$3.07K - $4.31K
|
14.8K
$65.3K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.33K- 52.69% |
$2.47K - $3.46K
|
3.89K
$17.1K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.0% |
$0.57 - $0.8
|
20.4K
$89.7K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12+ 0.52% |
$6.84 - $9.6
|
2.3K
$10.1K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.87K- 11.35% |
$3.91K - $5.49K
|
53.6K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
100+ 0.15% |
$57 - $80
|
66.1K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-64.3K- 75.88% |
$36.6K - $51.4K
|
20.4K
$89.9K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-8.67K- 81.59% |
$4.94K - $6.93K
|
1.96K
$8.61K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.1KNew |
$6.35K - $8.91K
|
11.1K
$49K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-16.6K- 14.72% |
$9.47K - $13.3K
|
96.2K
$423K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.63K+ 21.68% |
$1.5K - $2.1K
|
14.7K
$64.8K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.91K- 18.8% |
$3.94K - $5.53K
|
29.9K
$131K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
1.81KNew |
$1.03K - $1.44K
|
1.81K
$7.94K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.66KNew |
$2.65K - $3.72K
|
4.66K
$20.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
17KNew |
$9.69K - $13.6K
|
17K
$74.8K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.1K- 49.74% |
$6.43K - $11.4K
|
13.3K
$58.3K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.63KNew |
$799 - $1.42K
|
1.63K
$7.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
10.1K+ 54.59% |
$4.95K - $8.79K
|
28.6K
$126K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.6K+ 82.52% |
$5.7K - $10.1K
|
25.7K
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
17KNew |
$8.33K - $14.8K
|
17K
$74.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14.7KNew |
$7.2K - $12.8K
|
14.7K
$64.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
15.7KNew |
$7.68K - $13.6K
|
15.7K
$68.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Lepercq De Neuflize Asset Management LLC
New York, NY |
BUY
|
- |
134KNew |
$65.7K - $117K
|
134K
$590K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
50New |
$24.5 - $43.5
|
50
$220
|
|
|
Feb 07, 2025
Q4 2024
|
Lepercq Multi Asset Fund
Hamilton, D0 |
BUY
|
- |
134KNew |
$65.7K - $117K
|
134K
$590K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.25K- 26.03% |
$2.57K - $4.57K
|
14.9K
$65.6K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.53K- 1.31% |
$1.39K - $1.95K
|
191K
$842K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-107K- 57.25% |
$58.6K - $82K
|
79.6K
$350K
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26New |
$16.9 - $30.7
|
26
$114
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-101- 0.28% |
$65.7 - $119
|
35.7K
$157K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.7KNew |
$6.99K - $12.7K
|
10.7K
$47.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-81- 0.53% |
$52.7 - $95.6
|
15.2K
$66.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
38.3KNew |
$24.9K - $45.3K
|
38.3K
$169K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.63KNew |
$1.71K - $3.1K
|
2.63K
$11.6K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-13.6K- 52.88% |
$13.6K - $18.2K
|
12.1K
$53.3K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.79KNew |
$5.79K - $7.76K
|
5.79K
$25.5K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.07KNew |
$4.07K - $5.46K
|
4.07K
$17.9K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.5KNew |
$13.5K - $18.1K
|
13.5K
$59.4K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.1KNew |
$7.87K - $20.7K
|
15.1K
$66.6K
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-700- 5.0% |
$364 - $959
|
13.3K
$58.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-821- 5.64% |
$427 - $1.12K
|
13.7K
$60.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$52 - $137
|
100
$440
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
166+ 3.24% |
$86.3 - $227
|
5.29K
$23.3K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.27K- 2.91% |
$1.7K - $4.48K
|
109K
$480K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.86K+ 34.32% |
$5.07K - $6.72K
|
26.8K
$118K
|
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-4.13K- 14.32% |
$3.05K - $4.04K
|
24.7K
$109K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.34K- 28.16% |
$994 - $1.32K
|
3.43K
$15.1K
|
|