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 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-280- 1.24% |
$207 - $274
|
22.4K
$98.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
4.98KNew |
$3.68K - $4.88K
|
4.98K
$21.9K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.97KNew |
$1.62K - $2.11K
|
1.97K
$8.69K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.47KNew |
$3.5K - $4.3K
|
3.47K
$15.3K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
864+ 3.3% |
$873 - $1.07K
|
27K
$119K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13KNew |
$13.1K - $16.1K
|
13K
$57.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.64K- 19.15% |
$2.67K - $3.27K
|
11.1K
$49K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.76KNew |
$2.78K - $3.42K
|
2.76K
$12.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.2KNew |
$1.13K - $1.59K
|
1.2K
$5.27K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
11KNew |
$10.4K - $14.7K
|
11K
$48.5K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.34KNew |
$6.67K - $129K
|
5.34K
$23.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Css LLC
Chicago, IL |
BUY
|
CALL |
20KNew |
$25K - $483K
|
20K
$88K
|
|
|
Nov 14, 2022
Q3 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
500New |
$625 - $12.1K
|
500
$2.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.95KNew |
$2.43K - $47K
|
1.95K
$8.57K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27+ 0.17% |
$33.8 - $652
|
15.9K
$70K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-24.7KClosed |
$70.5K - $97.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-14KClosed |
$40K - $55.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5KNew |
$14.3K - $19.8K
|
5K
$22K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-50Closed |
$143 - $198
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-5.94K- 90.98% |
$17K - $23.5K
|
589
$2.59K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.4KClosed |
$4K - $5.54K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
12.5KNew |
$35.8K - $49.5K
|
12.5K
$55K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.1KClosed |
$34.9K - $41.3K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10KClosed |
$34.7K - $41.1K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.63KClosed |
$9.06K - $10.7K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
CALL |
-200Closed |
$690 - $818
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-39KClosed |
$141K - $157K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
SELL
|
- |
-13.1KClosed |
$47.5K - $52.9K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
315New |
$1.07K - $1.62K
|
315
$1.39K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-760Closed |
$2.58K - $3.9K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-2.27KClosed |
$7.71K - $11.6K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10.1KClosed |
$30.8K - $44.4K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
3.9KNew |
$11.9K - $17.2K
|
3.9K
$17.2K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.76KClosed |
$5.36K - $7.73K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
1.79KNew |
$5.47K - $7.88K
|
1.79K
$7.88K
|
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-6.2KClosed |
$18.9K - $27.3K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
9.04KNew |
$27.6K - $39.8K
|
9.04K
$39.8K
|
|
| Q1 2021 | |||||||
|
May 06, 2021
Q1 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-15.2KClosed |
$48.7K - $65.2K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.38KNew |
$4.42K - $5.93K
|
1.38K
$6.06K
|
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-744Closed |
$2.39K - $3.2K
|
0
$0
|
|