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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,041
shares
|
$28,771
0.0% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
3,739
shares
|
$26,621
0.0% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
3,622
shares
|
$25,788
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,828
shares
|
$20,135
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
2,217
shares
|
$15,785
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
2,133
shares
|
$15,186
0.0% of portfolio
|
Q3 2024
Added 11.79%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,002
shares
|
$14,254
0.01% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,640
shares
|
$11,676
0.0% of portfolio
|
Q2 2024
Added 6.84%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,636
shares
|
$11,648
0.01% of portfolio
|
Q1 2024
Added 27166.67%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,565
shares
|
$11,142
0.0% of portfolio
|
Q4 2023
Added 46.95%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,353
shares
|
$9,633
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,269
shares
|
$9,035
0.02% of portfolio
|
Q2 2023
Added 1.76%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
1,184
shares
|
$8,430
0.0% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,135
shares
|
$8,081
0.01% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
1,068
shares
|
$7,604
0.0% of portfolio
|
Q3 2020
Added 100.0%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
1,035
shares
|
$7,369
0.0% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,000
shares
|
$7,120
0.0% of portfolio
|
Q4 2020
Reduced 69.13%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,000
shares
|
$7,120
0.0% of portfolio
|
Q3 2023
Added 19.05%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,000
shares
|
$7,120
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$7,120
0.0% of portfolio
|
Q2 2024
Added 25.47%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
986
shares
|
$7,020
0.0% of portfolio
|
Q3 2024
Added 10.66%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
972
shares
|
$6,920
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
809
shares
|
$5,760
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
756
shares
|
$5,382
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
650
shares
|
$4,628
0.0% of portfolio
|
Q3 2024
New holding
|