Purchases and Sales Made in Q4 2023 in Darden Restaurants Inc (DRI)
This table provides information about the institutional ownership of Darden Restaurants Inc (DRI) during Q4 2023. The information is specifically focused on institutions that hold shares of DARDEN RESTAURANTS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
51+ 1.13% |
$6.83K - $8.53K
|
4.57K
$890K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
47New |
$6.3K - $7.86K
|
47
$9.16K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
44+ 7.25% |
$5.9K - $7.36K
|
651
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43+ 2.3% |
$5.76K - $7.19K
|
1.91K
$372K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
43+ 14.24% |
$5.76K - $7.19K
|
345
$67.2K
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
38+ 2.29% |
$5.09K - $6.35K
|
1.7K
$332K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
37+ 0.39% |
$4.96K - $6.19K
|
9.63K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
35+ 43.21% |
$4.69K - $5.85K
|
116
$22.6K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
30+ 0.81% |
$4.02K - $5.02K
|
3.72K
$726K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
28+ 7.25% |
$3.75K - $4.68K
|
414
$80.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 200.0% |
$3.75K - $4.68K
|
42
$8.19K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 9.64% |
$3.62K - $4.51K
|
307
$59.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
23+ 0.35% |
$3.08K - $3.84K
|
6.51K
$1.27M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23+ 0.86% |
$3.08K - $3.84K
|
2.71K
$529K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
22New |
$2.95K - $3.68K
|
22
$4.29K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
22+ 0.23% |
$2.95K - $3.68K
|
9.47K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
20New |
$2.68K - $3.34K
|
20
$3.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
20+ 1.11% |
$2.68K - $3.34K
|
1.81K
$354K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
19+ 0.8% |
$2.55K - $3.18K
|
2.4K
$469K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
19+ 6.33% |
$2.55K - $3.18K
|
319
$62.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
18+ 1.15% |
$2.41K - $3.01K
|
1.58K
$308K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
18+ 0.92% |
$2.41K - $3.01K
|
1.97K
$384K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
16+ 19.28% |
$2.14K - $2.67K
|
99
$19.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
16+ 0.08% |
$2.14K - $2.67K
|
21.2K
$4.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16New |
$2.14K - $2.67K
|
16
$3.12K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
15New |
$2.01K - $2.51K
|
15
$2.92K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14New |
$1.88K - $2.34K
|
14
$2.73K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
14+ 0.45% |
$1.88K - $2.34K
|
3.14K
$612K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13+ 34.21% |
$1.74K - $2.17K
|
51
$9.94K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
12New |
$1.61K - $2.01K
|
12
$2.34K
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
12+ 0.51% |
$1.61K - $2.01K
|
2.38K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
11New |
$1.47K - $1.84K
|
11
$2.14K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
11+ 10.48% |
$1.47K - $1.84K
|
116
$22.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10New |
$1.34K - $1.67K
|
10
$1.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
10+ 1.05% |
$1.34K - $1.67K
|
959
$187K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
9+ 0.14% |
$1.21K - $1.5K
|
6.67K
$1.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
9+ 0.6% |
$1.21K - $1.5K
|
1.51K
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
9New |
$1.21K - $1.5K
|
9
$1.75K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8New |
$1.07K - $1.34K
|
8
$1.56K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8+ 0.39% |
$1.07K - $1.34K
|
2.07K
$403K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
7+ 0.46% |
$938 - $1.17K
|
1.52K
$296K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6+ 2.13% |
$804 - $1K
|
288
$56.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
6+ 0.29% |
$804 - $1K
|
2.09K
$408K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
6+ 0.04% |
$804 - $1K
|
14.3K
$2.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6New |
$804 - $1K
|
6
$1.17K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6+ 0.32% |
$804 - $1K
|
1.87K
$364K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
6+ 0.39% |
$804 - $1K
|
1.56K
$304K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5+ 0.35% |
$670 - $836
|
1.44K
$280K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5New |
$670 - $836
|
5
$975
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 83.33% |
$670 - $836
|
11
$2.14K
|