Institutional Ownership Piedmont Office Realty Trust, Inc. (PDM)
This table provides information about the institutional ownership of Piedmont Office Realty Trust, Inc. (PDM). We have compiled data on the 254 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $777 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
561
shares
|
$3,994
0.0% of portfolio
|
Q2 2023
Added 3.13%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
489
shares
|
$3,481
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
469
shares
|
$3,339
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
435
shares
|
$3,097
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
424
shares
|
$3,018
0.0% of portfolio
|
Q2 2024
Added 398.82%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
374
shares
|
$2,662
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
363
shares
|
$2,584
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
279
shares
|
$1,986
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
269
shares
|
$1,915
0.0% of portfolio
|
Q2 2024
Reduced 66.87%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
268
shares
|
$1,908
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
266
shares
|
$1,893
0.0% of portfolio
|
Q1 2022
Added 1.14%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
261
shares
|
$1,858
0.0% of portfolio
|
Q4 2023
Reduced 33.92%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
242
shares
|
$1,723
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
213
shares
|
$1,516
0.0% of portfolio
|
Q2 2023
Reduced 58.15%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
213
shares
|
$1,516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
213
shares
|
$1,516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
195
shares
|
$1,388
0.0% of portfolio
|
Q3 2024
Added 596.43%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
175
shares
|
$1,246
0.0% of portfolio
|
Q3 2024
Added 118.75%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
156
shares
|
$1,110
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
133
shares
|
$946
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
123
shares
|
$875
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
111
shares
|
$790
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
105
shares
|
$747
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
89
shares
|
$633
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
8
shares
|
$56
0.0% of portfolio
|
Q3 2024
New holding
|