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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
9+ 0.39% |
$1K - $1.16K
|
2.3K
$275K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9+ 4.55% |
$1K - $1.16K
|
207
$24.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8+ 2.74% |
$890 - $1.03K
|
300
$35.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
8+ 10.26% |
$890 - $1.03K
|
86
$10.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7+ 0.45% |
$779 - $905
|
1.56K
$186K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
6+ 0.3% |
$668 - $776
|
2.03K
$242K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
6+ 0.69% |
$668 - $776
|
872
$104K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
6+ 7.69% |
$668 - $776
|
84
$10K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6+ 0.2% |
$668 - $776
|
3.05K
$364K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
6+ 10.34% |
$668 - $776
|
64
$7.65K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5+ 0.09% |
$556 - $646
|
5.65K
$675K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.1% |
$556 - $646
|
4.77K
$570K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
5+ 0.49% |
$556 - $646
|
1.03K
$123K
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
4+ 0.18% |
$445 - $517
|
2.24K
$267K
|
|
|
Oct 16, 2023
Q3 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
4+ 0.02% |
$445 - $517
|
18.8K
$2.24M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4+ 0.19% |
$445 - $517
|
2.08K
$249K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4+ 0.1% |
$445 - $517
|
4.18K
$500K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
2+ 0.05% |
$223 - $259
|
4.02K
$480K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.32% |
$223 - $259
|
636
$76K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 0.34% |
$223 - $259
|
595
$71.1K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.57% |
$223 - $259
|
350
$41.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1+ 0.03% |
$111 - $129
|
3.74K
$447K
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.06% |
$111 - $129
|
1.81K
$216K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.5% |
$111 - $129
|
200
$23.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.86% |
$111 - $129
|
117
$14K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.86% |
$111 - $129
|
117
$14K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
1+ 0.04% |
$111 - $129
|
2.23K
$266K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1+ 1.67% |
$111 - $129
|
61
$7.29K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$111 - $129
|
1
$119
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.51% |
$111 - $129
|
199
$23.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 0.38% |
$111 - $129
|
259
$30.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2- 0.03% |
$223 - $259
|
6.75K
$807K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-2- 0.44% |
$223 - $259
|
448
$53.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 0.12% |
$223 - $259
|
1.71K
$204K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3- 0.03% |
$334 - $388
|
9.39K
$1.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-3- 0.11% |
$334 - $388
|
2.72K
$324K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3- 0.03% |
$334 - $388
|
9.4K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5- 0.18% |
$556 - $646
|
2.81K
$336K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-6- 3.21% |
$668 - $776
|
181
$21.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-7- 0.16% |
$779 - $905
|
4.32K
$516K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7- 0.11% |
$779 - $905
|
6.62K
$791K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-8- 0.16% |
$890 - $1.03K
|
4.94K
$590K
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-8- 0.28% |
$890 - $1.03K
|
2.88K
$345K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-8- 1.28% |
$890 - $1.03K
|
618
$73.8K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-8- 0.42% |
$890 - $1.03K
|
1.88K
$224K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-9- 0.34% |
$1K - $1.16K
|
2.63K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-9- 0.19% |
$1K - $1.16K
|
4.8K
$573K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 4.62% |
$1K - $1.16K
|
186
$22.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-10- 11.76% |
$1.11K - $1.29K
|
75
$8.96K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-10- 19.23% |
$1.11K - $1.29K
|
42
$5.02K
|