Purchases and Sales Made in Q1 2023 in Presidio Property Trust, Inc. (SQFT)
This table provides information about the institutional ownership of Presidio Property Trust, Inc. (SQFT) during Q1 2023. The information is specifically focused on institutions that hold shares of Presidio Property Trust, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
162KNew |
$164K - $201K
|
162K
$115K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
121K+ 38.44% |
$122K - $150K
|
436K
$309K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
56.9K+ 22.08% |
$57.5K - $70.6K
|
315K
$223K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.8KNew |
$46.3K - $56.8K
|
45.8K
$32.5K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13KNew |
$13.1K - $16.1K
|
13K
$9.23K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
4.08KNew |
$4.12K - $5.06K
|
4.08K
$2.9K
|
|
|
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
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3K+ 6.98% |
$3.03K - $3.72K
|
46K
$32.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.76KNew |
$2.78K - $3.42K
|
2.76K
$1.96K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.63KNew |
$2.65K - $3.26K
|
2.63K
$1.86K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.18K+ 2.05% |
$1.19K - $1.47K
|
59K
$41.9K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
864+ 3.3% |
$873 - $1.07K
|
27K
$19.2K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$1.01 - $1.24
|
8.29K
$5.89K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.01% |
$1.01 - $1.24
|
7.96K
$5.65K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-272- 2.51% |
$275 - $337
|
10.5K
$7.49K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.15K- 5.2% |
$2.17K - $2.67K
|
39.2K
$27.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.64K- 19.15% |
$2.67K - $3.27K
|
11.1K
$7.91K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.44K- 29.3% |
$5.49K - $6.74K
|
13.1K
$9.31K
|
|
|
May 08, 2023
Q1 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-10.5K- 29.38% |
$10.6K - $13.1K
|
25.3K
$18K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.6K- 17.99% |
$21.8K - $26.7K
|
98.3K
$69.8K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-23K- 56.99% |
$23.2K - $28.5K
|
17.3K
$12.3K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45.9K- 76.39% |
$46.4K - $56.9K
|
14.2K
$10.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-50.8K- 58.38% |
$51.3K - $63K
|
36.2K
$25.7K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-121K- 27.77% |
$122K - $150K
|
315K
$223K
|