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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
12.4KNew |
$22.6K - $39.9K
|
12.4K
$30.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.14KClosed |
$3.9K - $6.9K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-350Closed |
$637 - $1.13K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-917- 61.21% |
$1.67K - $2.95K
|
581
$1.44K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3K+ 75.0% |
$5.46K - $9.66K
|
7K
$17.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-605Closed |
$1.1K - $1.95K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-750Closed |
$1.37K - $2.42K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
54New |
$98.3 - $174
|
54
$134
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-1.8K- 14.42% |
$3.27K - $5.78K
|
10.7K
$26.4K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-10.1KClosed |
$18.3K - $32.4K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-22.5KClosed |
$61.2K - $76.5K
|
0
$0
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-33- 44.59% |
$89.8 - $112
|
41
$102
|
|
|
May 16, 2022
Q1 2022
|
Rp Investment Advisors LP
Toronto, A6 |
SELL
|
- |
-581KClosed |
$1.58M - $1.97M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-45.5KClosed |
$124K - $155K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-25.9KClosed |
$70.4K - $88K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-108KClosed |
$294K - $367K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-52.9KClosed |
$144K - $180K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$27.2K - $34K
|
10K
$24.8K
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-232Closed |
$631 - $789
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-100Closed |
$272 - $340
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Royce & Associates LP
|
SELL
|
- |
-455KClosed |
$1.24M - $1.55M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-19KClosed |
$51.7K - $64.6K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-100Closed |
$272 - $340
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-27.1KClosed |
$66.6K - $107K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-13.2KClosed |
$32.4K - $52K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Emg Holdings, L.P.
Old Greenwich, CT |
SELL
|
- |
-137KClosed |
$338K - $541K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Nierenberg Investment Management Company, Inc.
Camas, WA |
BUY
|
CALL |
24.9K+ 70.94% |
$61.3K - $98.1K
|
60K
$149K
|
|
|
Feb 11, 2022
Q4 2021
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-2MClosed |
$4.92M - $7.88M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-60Closed |
$148 - $236
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2+ 2.99% |
$4.92 - $7.88
|
69
$171
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
30New |
$73.8 - $118
|
30
$74.4
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
123New |
$303 - $485
|
123
$305
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.7KClosed |
$26.4K - $42.3K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-20.3KClosed |
$50.1K - $80.2K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
SELL
|
- |
-55KClosed |
$135K - $217K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Goodwin Daniel L
|
SELL
|
- |
-53.5K- 83.38% |
$132K - $211K
|
10.7K
$26.4K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-12.4KClosed |
$42.2K - $52.9K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
One Fin Capital Management LP
San Francisco, CA |
SELL
|
- |
-541KClosed |
$1.83M - $2.3M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-266Closed |
$902 - $1.13K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-912KClosed |
$3.09M - $3.88M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-17.4KClosed |
$58.9K - $73.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
351New |
$1.19K - $1.49K
|
351
$870
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9.68KClosed |
$32.8K - $41.1K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3.13KClosed |
$10.6K - $13.3K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-11.4KClosed |
$38.5K - $48.3K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.2K- 61.11% |
$7.46K - $9.35K
|
1.4K
$3.47K
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-7KClosed |
$23.7K - $29.8K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.11KNew |
$7.14K - $8.95K
|
2.11K
$5.22K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-207Closed |
$702 - $880
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
18.3KNew |
$63.1K - $88.1K
|
18.3K
$45.3K
|
|