Purchases and Sales Made in Q1 2023 in Piedmont Office Realty Trust, Inc. (PDM)
This table provides information about the institutional ownership of Piedmont Office Realty Trust, Inc. (PDM) during Q1 2023. The information is specifically focused on institutions that hold shares of Piedmont Office Realty Trust, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.86K+ 15.11% |
$12.2K - $20.5K
|
14.2K
$101K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.86K+ 12.54% |
$12.1K - $20.5K
|
16.7K
$119K
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.82K+ 2.95% |
$11.9K - $20.1K
|
63.7K
$453K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.76K+ 71.1% |
$11.5K - $19.4K
|
4.23K
$30.1K
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.71KNew |
$11.2K - $18.9K
|
1.71K
$12.2K
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
1.71K+ 78.72% |
$11.1K - $18.8K
|
3.87K
$27.6K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.57K+ 359.63% |
$10.2K - $17.3K
|
2K
$14.3K
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.38K+ 2.49% |
$9K - $15.2K
|
56.7K
$403K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.18K+ 2.03% |
$7.71K - $13K
|
59.3K
$422K
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.13K+ 1.61% |
$7.39K - $12.5K
|
71.6K
$510K
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.12K+ 6.72% |
$7.29K - $12.3K
|
17.7K
$126K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
938+ 1.76% |
$6.13K - $10.3K
|
54.2K
$386K
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
935+ 2.69% |
$6.11K - $10.3K
|
35.8K
$255K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
797New |
$5.2K - $8.78K
|
797
$5.67K
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
697+ 5.47% |
$4.55K - $7.68K
|
13.4K
$95.7K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
561+ 1.76% |
$3.66K - $6.18K
|
32.4K
$231K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
544New |
$3.55K - $5.99K
|
544
$3.87K
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
414+ 1.89% |
$2.7K - $4.56K
|
22.3K
$159K
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
414+ 1.89% |
$2.7K - $4.56K
|
22.3K
$159K
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
380+ 82.61% |
$2.48K - $4.19K
|
840
$5.98K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
315+ 3.79% |
$2.06K - $3.47K
|
8.64K
$61.5K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
247New |
$1.61K - $2.72K
|
247
$1.76K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
214+ 82.95% |
$1.4K - $2.36K
|
472
$3.36K
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
204+ 0.41% |
$1.33K - $2.25K
|
49.6K
$353K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
169+ 3.94% |
$1.1K - $1.86K
|
4.46K
$31.7K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
117New |
$764 - $1.29K
|
117
$833
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
111+ 50.23% |
$725 - $1.22K
|
332
$2.36K
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
100+ 0.12% |
$653 - $1.1K
|
84.8K
$604K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
86+ 5.06% |
$562 - $948
|
1.78K
$12.7K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
65New |
$424 - $716
|
65
$463
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
58+ 4.96% |
$379 - $639
|
1.23K
$8.74K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
50+ 0.18% |
$327 - $551
|
27.7K
$198K
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
47+ 4.73% |
$307 - $518
|
1.04K
$7.4K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
39+ 5.06% |
$255 - $430
|
809
$5.76K
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
37+ 3.06% |
$242 - $408
|
1.25K
$8.88K
|
|
May 11, 2023
Q1 2023
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
BUY
|
- |
35+ 0.08% |
$229 - $386
|
46.2K
$329K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
35+ 0.05% |
$229 - $386
|
64.5K
$459K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
12+ 0.06% |
$78.4 - $132
|
19.7K
$140K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10+ 9.26% |
$65.3 - $110
|
118
$840
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1New |
$6.53 - $11
|
1
$7.12
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1- 0.01% |
$6.53 - $11
|
13.6K
$97.1K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55Closed |
$359 - $606
|
0
$0
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-57- 67.06% |
$372 - $628
|
28
$199
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
SELL
|
- |
-60- 0.51% |
$392 - $661
|
11.7K
$83.3K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-65- 0.5% |
$424 - $716
|
13K
$92.7K
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-66- 0.34% |
$431 - $727
|
19.3K
$138K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-110- 0.58% |
$718 - $1.21K
|
18.9K
$135K
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-121- 0.92% |
$790 - $1.33K
|
13.1K
$93.1K
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-177- 1.28% |
$1.16K - $1.95K
|
13.7K
$97.5K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-270- 20.22% |
$1.76K - $2.98K
|
1.07K
$7.58K
|