Purchases and Sales Made in Q3 2023 in Presidio Property Trust, Inc. (SQFT)
This table provides information about the institutional ownership of Presidio Property Trust, Inc. (SQFT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
22.4KNew |
$16.6K - $21.9K
|
22.4K
$15.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.4K+ 209.71% |
$12.9K - $17.1K
|
25.7K
$18.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.86K+ 34.32% |
$5.07K - $6.72K
|
26.8K
$19.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
6.86KNew |
$5.07K - $6.72K
|
6.86K
$4.87K
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
6.2K+ 5.97% |
$4.59K - $6.07K
|
110K
$78.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.32K+ 2.06% |
$3.94K - $5.21K
|
263K
$187K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
4.98KNew |
$3.68K - $4.88K
|
4.98K
$3.53K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.4K+ 6.66% |
$2.52K - $3.33K
|
54.5K
$38.7K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
633+ 0.37% |
$468 - $620
|
173K
$123K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13New |
$9.62 - $12.7
|
13
$9.23
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-280- 1.24% |
$207 - $274
|
22.4K
$15.9K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-851- 3.2% |
$630 - $834
|
25.7K
$18.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-916- 8.78% |
$678 - $898
|
9.51K
$6.75K
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.1K- 7.28% |
$814 - $1.08K
|
14K
$9.94K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.34K- 28.16% |
$994 - $1.32K
|
3.43K
$2.43K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-1.44K- 2.47% |
$1.07K - $1.42K
|
56.9K
$40.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.9K- 4.25% |
$1.41K - $1.87K
|
42.9K
$30.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.27K- 6.26% |
$1.68K - $2.22K
|
33.9K
$24.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.98K- 1.55% |
$2.2K - $2.92K
|
189K
$134K
|
|
|
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 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.5K- 13.05% |
$7.75K - $10.3K
|
69.8K
$49.5K
|