Latest Institutional Transactions on Physicians Realty Trust (DOC)
This table provides information on the latest institutional transactions involving Physicians Realty Trust (DOC) 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 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-700- 2.85% |
$9.57K - $10.7K
|
23.9K
$479K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
24.1KNew |
$329K - $367K
|
24.1K
$483K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
138New |
$1.89K - $2.1K
|
138
$2.77K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.71K+ 2587.88% |
$23.3K - $26K
|
1.77K
$35.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-618- 85.12% |
$8.45K - $9.42K
|
108
$2.17K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
20.9KNew |
$286K - $319K
|
20.9K
$419K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.81K+ 2.92% |
$79.4K - $88.6K
|
204K
$4.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
10New |
$137 - $153
|
10
$201
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
12.8KNew |
$175K - $196K
|
12.8K
$257K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
2.2K+ 1.53% |
$30.1K - $33.5K
|
146K
$2.92M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
19New |
$260 - $290
|
19
$381
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1K+ 2.87% |
$13.7K - $15.3K
|
35.8K
$719K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
21.4KNew |
$292K - $326K
|
21.4K
$429K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4.4K- 81.48% |
$60.1K - $67.1K
|
1K
$20.1K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
100New |
$1.37K - $1.53K
|
100
$2.01K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-109- 7.08% |
$1.49K - $1.66K
|
1.43K
$28.7K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
10New |
$137 - $153
|
10
$201
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-800- 8.53% |
$10.9K - $12.2K
|
8.58K
$172K
|
|
| Q3 2022 | |||||||
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-86- 28.01% |
$1.28K - $1.57K
|
221
$4.43K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-104Closed |
$1.54K - $1.9K
|
0
$0
|
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
26New |
$386 - $475
|
26
$522
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-303- 90.99% |
$4.5K - $5.53K
|
30
$602
|
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-200K- 20.34% |
$2.96M - $3.64M
|
781K
$15.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
10.2KNew |
$151K - $186K
|
10.2K
$205K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
41.1KNew |
$610K - $750K
|
41.1K
$824K
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-62- 4.86% |
$921 - $1.13K
|
1.21K
$24.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
5.81KNew |
$86.3K - $106K
|
5.81K
$117K
|
|
|
Nov 14, 2022
Q3 2022
|
Grs Advisors, LLC
Chicago, IL |
BUY
|
- |
1.13MNew |
$16.8M - $20.7M
|
1.13M
$22.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-38.2K- 51.96% |
$568K - $697K
|
35.3K
$709K
|
|
|
Nov 14, 2022
Q3 2022
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
5.91K+ 14.32% |
$87.7K - $108K
|
47.1K
$946K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-81- 3.56% |
$1.2K - $1.48K
|
2.2K
$44.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
13.7KNew |
$204K - $251K
|
13.7K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-15.6K- 50.13% |
$232K - $285K
|
15.6K
$312K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 1.34% |
$104 - $128
|
529
$10.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
12+ 1.3% |
$178 - $219
|
932
$18.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
414+ 2.57% |
$6.15K - $7.56K
|
16.5K
$331K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
5.85K+ 42.49% |
$86.9K - $107K
|
19.6K
$394K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
46.1K+ 89.88% |
$685K - $842K
|
97.4K
$1.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
22New |
$327 - $402
|
22
$441
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 5.0% |
$14.9 - $18.3
|
21
$421
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
118New |
$1.75K - $2.15K
|
118
$2.37K
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-3K- 22.46% |
$44.6K - $54.8K
|
10.4K
$208K
|
|
|
Nov 08, 2022
Q3 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
179KNew |
$2.65M - $3.26M
|
179K
$3.58M
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-100- 0.44% |
$1.49K - $1.83K
|
22.4K
$449K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.6KNew |
$38.6K - $47.5K
|
2.6K
$52.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
103New |
$1.53K - $1.88K
|
103
$2.07K
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
26.9KNew |
$400K - $491K
|
26.9K
$540K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
110New |
$1.63K - $2.01K
|
110
$2.21K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
500New |
$7.43K - $9.13K
|
500
$10K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 2.44% |
$1.49K - $1.83K
|
4K
$80.2K
|
|