Purchases and Sales Made in Q1 2024 in Digital Realty Trust, Inc. (DLR)
This table provides information about the institutional ownership of Digital Realty Trust, Inc. (DLR) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
7New |
$916 - $1.08K
|
7
$1.09K
|
|
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
7+ 0.48% |
$916 - $1.08K
|
1.45K
$226K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 350.0% |
$916 - $1.08K
|
9
$1.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7+ 14.0% |
$916 - $1.08K
|
57
$8.85K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6New |
$785 - $922
|
6
$932
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
6+ 0.75% |
$785 - $922
|
804
$125K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 6.82% |
$785 - $922
|
94
$14.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 1.55% |
$654 - $769
|
328
$50.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
5+ 2.28% |
$654 - $769
|
224
$34.8K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 3.52% |
$654 - $769
|
147
$22.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 7.94% |
$654 - $769
|
68
$10.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 16.67% |
$523 - $615
|
28
$4.35K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4New |
$523 - $615
|
4
$621
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
4+ 0.09% |
$523 - $615
|
4.56K
$708K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 1.11% |
$392 - $461
|
273
$42.4K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3+ 1.29% |
$392 - $461
|
236
$36.7K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.46% |
$392 - $461
|
653
$101K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3+ 0.03% |
$392 - $461
|
9.96K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.04% |
$392 - $461
|
8.17K
$1.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 2.17% |
$262 - $307
|
94
$14.6K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.05% |
$262 - $307
|
4.17K
$647K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2+ 0.07% |
$262 - $307
|
2.84K
$441K
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
2+ 0.09% |
$262 - $307
|
2.2K
$341K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.71% |
$131 - $154
|
141
$21.9K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 0.93% |
$131 - $154
|
109
$16.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.51% |
$131 - $154
|
199
$30.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 14.29% |
$131 - $154
|
8
$1.24K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 4.76% |
$131 - $154
|
22
$3.42K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.06% |
$131 - $154
|
1.75K
$272K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.74% |
$131 - $154
|
137
$21.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.3% |
$131 - $154
|
78
$12.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.46% |
$131 - $154
|
218
$33.9K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-1- 0.03% |
$131 - $154
|
3.06K
$475K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 3.33% |
$131 - $154
|
29
$4.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1- 33.33% |
$131 - $154
|
2
$311
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2- 0.13% |
$262 - $307
|
1.56K
$242K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-3- 0.15% |
$392 - $461
|
2.03K
$315K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3- 0.55% |
$392 - $461
|
546
$84.8K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-6- 0.16% |
$785 - $922
|
3.7K
$574K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6- 1.59% |
$785 - $922
|
371
$57.6K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7- 4.27% |
$916 - $1.08K
|
157
$24.4K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-7- 0.34% |
$916 - $1.08K
|
2.03K
$315K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 8.97% |
$916 - $1.08K
|
71
$11K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10- 1.01% |
$1.31K - $1.54K
|
978
$152K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11- 0.63% |
$1.44K - $1.69K
|
1.73K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-11- 3.91% |
$1.44K - $1.69K
|
270
$41.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-15- 0.3% |
$1.96K - $2.31K
|
4.93K
$765K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-19- 0.48% |
$2.49K - $2.92K
|
3.96K
$616K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-20- 0.42% |
$2.62K - $3.07K
|
4.78K
$743K
|