Latest Institutional Transactions on Digital Realty Trust, Inc. (DLR)
This table provides information on the latest institutional transactions involving Digital Realty Trust, Inc. (DLR) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
2KNew |
$272K - $304K
|
2K
$311K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3New |
$407 - $456
|
3
$466
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.35K- 31.57% |
$183K - $205K
|
2.92K
$453K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
62+ 1550.0% |
$8.42K - $9.43K
|
66
$10.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
23.4KNew |
$3.18M - $3.56M
|
23.4K
$3.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-962- 37.9% |
$131K - $146K
|
1.58K
$245K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
29.9KNew |
$4.06M - $4.55M
|
29.9K
$4.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-60- 0.07% |
$8.15K - $9.12K
|
90.3K
$14M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
20New |
$2.72K - $3.04K
|
20
$3.11K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
13New |
$1.76K - $1.98K
|
13
$2.02K
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
SELL
|
- |
-503- 16.23% |
$68.3K - $76.5K
|
2.6K
$403K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
55New |
$7.47K - $8.36K
|
55
$8.54K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-6- 27.27% |
$815 - $912
|
16
$2.48K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
175New |
$23.8K - $26.6K
|
175
$27.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-38.1K- 83.19% |
$5.17M - $5.79M
|
7.7K
$1.2M
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
10New |
$1.36K - $1.52K
|
10
$1.55K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
175New |
$23.8K - $26.6K
|
175
$27.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-33- 27.97% |
$4.48K - $5.02K
|
85
$13.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
SELL
|
- |
-9- 0.13% |
$1.22K - $1.37K
|
6.85K
$1.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
11New |
$1.49K - $1.67K
|
11
$1.71K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 22.22% |
$272 - $304
|
11
$1.71K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
4.1K+ 3.14% |
$556K - $623K
|
135K
$20.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.44KNew |
$196K - $219K
|
1.44K
$224K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
426New |
$57.8K - $64.8K
|
426
$66.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
10New |
$1.36K - $1.52K
|
10
$1.55K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 37.5% |
$407 - $456
|
11
$1.71K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
69New |
$9.37K - $10.5K
|
69
$10.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-17.7K- 96.69% |
$2.41M - $2.7M
|
608
$94.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5New |
$679 - $760
|
5
$777
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
140New |
$19K - $21.3K
|
140
$21.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
76+ 75.25% |
$10.3K - $11.6K
|
177
$27.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.28% |
$136 - $152
|
79
$12.3K
|
|
|
Jul 16, 2024
Q2 2024
|
M&G PLC
London, X0 |
BUY
|
- |
1.36KNew |
$185K - $207K
|
1.36K
$211K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
11New |
$1.49K - $1.67K
|
11
$1.71K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
108+ 6.25% |
$14.7K - $16.4K
|
1.84K
$285K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-6.26KClosed |
$850K - $952K
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
1.35KNew |
$183K - $205K
|
1.35K
$209K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-173- 1.26% |
$23.5K - $26.3K
|
13.6K
$2.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-55- 3.58% |
$7.47K - $8.36K
|
1.48K
$230K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 17.79% |
$27.2K - $30.4K
|
924
$144K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.54KNew |
$345K - $386K
|
2.54K
$394K
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
4.66KNew |
$632K - $708K
|
4.66K
$723K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
615New |
$83.5K - $93.5K
|
615
$95.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
16+ 6.93% |
$2.17K - $2.43K
|
247
$38.4K
|
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
60KNew |
$8.15M - $9.13M
|
60K
$9.33M
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-200- 7.94% |
$27.2K - $30.4K
|
2.32K
$360K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
639+ 18.09% |
$86.7K - $97.2K
|
4.17K
$648K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
16+ 0.67% |
$2.17K - $2.43K
|
2.41K
$374K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
426New |
$57.8K - $64.8K
|
426
$66.2K
|