Purchases and Sales Made in Q1 2023 in Digital Realty Trust, Inc. (DLR)
This table provides information about the institutional ownership of Digital Realty Trust, Inc. (DLR) during Q1 2023. The information is specifically focused on institutions that hold shares of DIGITAL REALTY TRUST, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
108+ 4.66% |
$9.87K - $13K
|
2.43K
$421K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
107+ 1.37% |
$9.78K - $12.8K
|
7.94K
$1.38M
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
106+ 0.26% |
$9.69K - $12.7K
|
40.8K
$7.07M
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.54% |
$9.14K - $12K
|
18.7K
$3.24M
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
98+ 3.05% |
$8.96K - $11.8K
|
3.31K
$573K
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
98+ 3.05% |
$8.96K - $11.8K
|
3.31K
$573K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
97+ 3.82% |
$8.87K - $11.6K
|
2.64K
$457K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
97+ 3.82% |
$8.87K - $11.6K
|
2.64K
$457K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
96+ 42.29% |
$8.78K - $11.5K
|
323
$56K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
93+ 3.32% |
$8.5K - $11.2K
|
2.89K
$501K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
91New |
$8.32K - $10.9K
|
91
$15.8K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
87+ 6.14% |
$7.95K - $10.4K
|
1.5K
$261K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
85+ 2.55% |
$7.77K - $10.2K
|
3.41K
$592K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
83+ 518.75% |
$7.59K - $9.95K
|
99
$17.2K
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
81+ 69.83% |
$7.41K - $9.71K
|
197
$34.1K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
80+ 3.11% |
$7.31K - $9.59K
|
2.65K
$460K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
80New |
$7.31K - $9.59K
|
80
$13.9K
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
78+ 1.19% |
$7.13K - $9.35K
|
6.64K
$1.15M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
75New |
$6.86K - $8.99K
|
75
$13K
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
75+ 0.5% |
$6.86K - $8.99K
|
15K
$2.6M
|
|
Apr 25, 2023
Q1 2023
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
71+ 0.53% |
$6.49K - $8.51K
|
13.5K
$2.34M
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
70+ 12.73% |
$6.4K - $8.39K
|
620
$107K
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
70+ 0.17% |
$6.4K - $8.39K
|
41.1K
$7.13M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
68+ 1.09% |
$6.22K - $8.15K
|
6.31K
$1.09M
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
62+ 50.41% |
$5.67K - $7.44K
|
185
$32.1K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
62+ 0.44% |
$5.67K - $7.44K
|
14.3K
$2.47M
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
58+ 362.5% |
$5.3K - $6.96K
|
74
$12.8K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
58New |
$5.3K - $6.96K
|
58
$10.1K
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
54+ 75.0% |
$4.94K - $6.48K
|
126
$21.8K
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
53+ 2.02% |
$4.85K - $6.36K
|
2.67K
$464K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
51+ 0.7% |
$4.66K - $6.12K
|
7.35K
$1.27M
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
50+ 2.38% |
$4.57K - $6K
|
2.15K
$373K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
49+ 4900.0% |
$4.48K - $5.88K
|
50
$8.67K
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
47+ 8.3% |
$4.3K - $5.64K
|
613
$106K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
41+ 1.23% |
$3.75K - $4.92K
|
3.38K
$585K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
39New |
$3.57K - $4.68K
|
39
$6.76K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
37+ 0.28% |
$3.38K - $4.44K
|
13.3K
$2.31M
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
37+ 0.88% |
$3.38K - $4.44K
|
4.26K
$738K
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
37New |
$3.38K - $4.44K
|
37
$6.41K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
37+ 30.08% |
$3.38K - $4.44K
|
160
$27.7K
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
35+ 8.18% |
$3.2K - $4.2K
|
463
$80.3K
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
33+ 15.28% |
$3.02K - $3.96K
|
249
$43.2K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
33+ 0.08% |
$3.02K - $3.96K
|
41.2K
$7.14M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 3.13% |
$2.93K - $3.84K
|
1.05K
$183K
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
31+ 0.21% |
$2.83K - $3.72K
|
15.1K
$2.63M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
26+ 0.29% |
$2.38K - $3.12K
|
9.04K
$1.57M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
25+ 14.62% |
$2.29K - $3K
|
196
$34K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23+ 2.23% |
$2.1K - $2.76K
|
1.06K
$183K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
20+ 333.33% |
$1.83K - $2.4K
|
26
$4.51K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19New |
$1.74K - $2.28K
|
19
$3.29K
|