Purchases and Sales Made in Q3 2023 in Prologis, Inc. (PLD)
This table provides information about the institutional ownership of Prologis, Inc. (PLD) during Q3 2023. The information is specifically focused on institutions that hold shares of Prologis, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
100+ 4.68% |
$11.1K - $12.9K
|
2.24K
$267K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
98New |
$10.9K - $12.7K
|
98
$11.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
97New |
$10.8K - $12.5K
|
97
$11.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
97+ 5.3% |
$10.8K - $12.5K
|
1.93K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
97+ 0.68% |
$10.8K - $12.5K
|
14.5K
$1.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
96+ 0.21% |
$10.7K - $12.4K
|
45.6K
$5.45M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
95+ 163.79% |
$10.6K - $12.3K
|
153
$18.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
95New |
$10.6K - $12.3K
|
95
$11.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
94+ 0.05% |
$10.5K - $12.2K
|
173K
$20.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
92+ 3.28% |
$10.2K - $11.9K
|
2.9K
$346K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
90+ 2.23% |
$10K - $11.6K
|
4.13K
$493K
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
88+ 4.9% |
$9.79K - $11.4K
|
1.88K
$225K
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
BUY
|
- |
83+ 0.56% |
$9.23K - $10.7K
|
14.8K
$1.77M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
79+ 8.26% |
$8.79K - $10.2K
|
1.04K
$124K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
79+ 47.31% |
$8.79K - $10.2K
|
246
$29.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
79+ 111.27% |
$8.79K - $10.2K
|
150
$17.9K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
79+ 4.0% |
$8.79K - $10.2K
|
2.05K
$245K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
78+ 46.99% |
$8.68K - $10.1K
|
244
$29.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
77+ 0.84% |
$8.57K - $9.95K
|
9.23K
$1.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
75+ 19.74% |
$8.34K - $9.7K
|
455
$54.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
75+ 0.61% |
$8.34K - $9.7K
|
12.4K
$1.48M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
74+ 1.59% |
$8.23K - $9.57K
|
4.73K
$565K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
72+ 2.84% |
$8.01K - $9.31K
|
2.61K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
70+ 36.08% |
$7.79K - $9.05K
|
264
$31.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
69+ 1.4% |
$7.68K - $8.92K
|
4.99K
$596K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
69+ 0.4% |
$7.68K - $8.92K
|
17.3K
$2.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
67+ 3.12% |
$7.45K - $8.66K
|
2.22K
$265K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
67+ 6.92% |
$7.45K - $8.66K
|
1.04K
$124K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
62+ 3.57% |
$6.9K - $8.02K
|
1.8K
$215K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
60New |
$6.68K - $7.76K
|
60
$7.17K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
59+ 0.41% |
$6.56K - $7.63K
|
14.4K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
59+ 0.71% |
$6.56K - $7.63K
|
8.39K
$1M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
58+ 1.25% |
$6.45K - $7.5K
|
4.68K
$560K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
57+ 1.76% |
$6.34K - $7.37K
|
3.3K
$394K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
57+ 19.59% |
$6.34K - $7.37K
|
348
$41.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
57+ 1.17% |
$6.34K - $7.37K
|
4.94K
$590K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
56+ 0.44% |
$6.23K - $7.24K
|
12.8K
$1.53M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
55+ 0.87% |
$6.12K - $7.11K
|
6.39K
$763K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
55+ 1.5% |
$6.12K - $7.11K
|
3.71K
$444K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
55+ 16.18% |
$6.12K - $7.11K
|
395
$47.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
52New |
$5.79K - $6.72K
|
52
$6.21K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
52+ 0.47% |
$5.79K - $6.72K
|
11.1K
$1.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
50+ 0.91% |
$5.56K - $6.46K
|
5.54K
$662K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
49+ 1.1% |
$5.45K - $6.33K
|
4.52K
$540K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
48+ 0.09% |
$5.34K - $6.21K
|
53.4K
$6.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
- |
44+ 0.02% |
$4.9K - $5.69K
|
220K
$26.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
44+ 1.99% |
$4.9K - $5.69K
|
2.25K
$269K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
43+ 113.16% |
$4.78K - $5.56K
|
81
$9.68K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43+ 0.56% |
$4.78K - $5.56K
|
7.69K
$919K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
43+ 0.68% |
$4.78K - $5.56K
|
6.39K
$763K
|