Latest Institutional Transactions on Diversified Healthcare Trust (DHC)
This table provides information on the latest institutional transactions involving Diversified Healthcare Trust (DHC) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.26K+ 7.24% |
$4.89K - $9.31K
|
33.4K
$82.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
15New |
$32.6 - $61.9
|
15
$37.2
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
380+ 3.02% |
$825 - $1.57K
|
13K
$32.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
106KNew |
$229K - $437K
|
106K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
430KNew |
$934K - $1.78M
|
430K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
59K+ 132.44% |
$128K - $244K
|
104K
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
1.31K+ 9.15% |
$2.84K - $5.41K
|
15.6K
$38.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.42K+ 79.46% |
$3.07K - $5.85K
|
3.2K
$7.93K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 108.7% |
$54.3 - $103
|
48
$119
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.4K+ 4.84% |
$7.38K - $14K
|
73.6K
$183K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-312- 6.5% |
$677 - $1.29K
|
4.49K
$11.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-106K- 68.85% |
$231K - $440K
|
48.2K
$119K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
67+ 0.3% |
$145 - $277
|
22.1K
$54.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1.34K- 2.42% |
$2.9K - $5.52K
|
54K
$134K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-35- 12.28% |
$76 - $145
|
250
$620
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.32M- 35.59% |
$5.03M - $9.57M
|
4.19M
$10.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-599- 2.19% |
$1.3K - $2.47K
|
26.7K
$66.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
177+ 0.36% |
$384 - $731
|
48.7K
$121K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-782- 46.24% |
$1.7K - $3.23K
|
909
$2.25K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
271New |
$588 - $1.12K
|
271
$672
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
246New |
$534 - $1.02K
|
246
$610
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.16K- 29.41% |
$2.51K - $4.77K
|
2.77K
$6.87K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-363- 2.87% |
$788 - $1.5K
|
12.3K
$30.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
19.1KNew |
$41.5K - $78.9K
|
19.1K
$47.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7New |
$15.2 - $28.9
|
7
$17.4
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-145- 42.65% |
$315 - $599
|
195
$484
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.68K+ 484.73% |
$3.65K - $6.95K
|
2.03K
$5.03K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
36.2K+ 44.36% |
$78.4K - $149K
|
118K
$292K
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
200KNew |
$434K - $826K
|
200K
$496K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.32K- 30.49% |
$5.03K - $9.58K
|
5.29K
$13.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10KNew |
$21.7K - $41.3K
|
10K
$24.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
12.1KNew |
$26.2K - $49.9K
|
12.1K
$30K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.88K+ 0.94% |
$8.42K - $16K
|
415K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
407New |
$883 - $1.68K
|
407
$1.01K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-5.92K- 2.56% |
$12.8K - $24.4K
|
225K
$558K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.22K+ 1.17% |
$2.64K - $5.02K
|
105K
$260K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.84K- 28.13% |
$3.99K - $7.6K
|
4.7K
$11.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-602- 3.21% |
$1.31K - $2.49K
|
18.1K
$45K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.14KNew |
$2.48K - $4.72K
|
1.14K
$2.84K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-518- 4.35% |
$1.12K - $2.14K
|
11.4K
$28.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-257- 0.39% |
$558 - $1.06K
|
65.5K
$162K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
77.2K+ 78.74% |
$167K - $319K
|
175K
$434K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
41.5K+ 55.1% |
$90K - $171K
|
117K
$290K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4.59KNew |
$9.95K - $18.9K
|
4.59K
$11.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
350New |
$760 - $1.45K
|
350
$868
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.77K- 56.45% |
$6.01K - $11.4K
|
2.14K
$5.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-2.23K- 15.9% |
$4.83K - $9.19K
|
11.8K
$29.2K
|
|
| Q3 2024 | |||||||
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-7.92K- 8.55% |
$23.8K - $33.2K
|
84.7K
$210K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
49New |
$147 - $205
|
49
$122
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12New |
$36.1 - $50.3
|
12
$29.8
|
|