Institutional Ownership Dynatrace, Inc. (DT)
This table provides information about the institutional ownership of Dynatrace, Inc. (DT). We have compiled data on the 644 institutions that hold shares in the stock, with a total of 274 Million shares, which have been reported (via 13F filing form) to have a value of $16.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
36
shares
|
$2,155
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
36
shares
|
$2,155
0.0% of portfolio
|
Q4 2024
Reduced 45.45%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
29
shares
|
$1,736
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
28
shares
|
$1,676
0.0% of portfolio
|
Q4 2024
Reduced 54.84%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
25
shares
|
$1,497
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
25
shares
|
$1,497
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
25
shares
|
$1,497
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
24
shares
|
$1,437
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
24
shares
|
$1,437
0.0% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
20
shares
|
$1,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
19
shares
|
$1,137
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
19
shares
|
$1,137
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
18
shares
|
$1,077
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
18
shares
|
$1,077
0.0% of portfolio
|
Q2 2024
Reduced 99.95%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
17
shares
|
$1,017
0.0% of portfolio
|
Q3 2024
Reduced 91.28%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
16
shares
|
$958
0.0% of portfolio
|
Q3 2024
Added 45.45%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
10
shares
|
$598
0.0% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
9
shares
|
$538
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
6
shares
|
$359
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
6
shares
|
$359
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
5
shares
|
$299
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
5
shares
|
$299
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3
shares
|
$179
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
3
shares
|
$179
0.0% of portfolio
|
Q4 2024
Reduced 100.0%
|