Purchases and Sales Made in Q4 2023 in Prologis, Inc. (PLD)
This table provides information about the institutional ownership of Prologis, Inc. (PLD) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
47+ 0.78% |
$4.57K - $6.44K
|
6.1K
$729K
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
46+ 2.27% |
$4.48K - $6.31K
|
2.07K
$247K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
44+ 17.19% |
$4.28K - $6.03K
|
300
$35.8K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43+ 0.51% |
$4.18K - $5.9K
|
8.43K
$1.01M
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
42+ 1.91% |
$4.09K - $5.76K
|
2.25K
$268K
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
40+ 0.46% |
$3.89K - $5.48K
|
8.68K
$1.04M
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
40+ 1.37% |
$3.89K - $5.48K
|
2.96K
$353K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
37+ 0.39% |
$3.6K - $5.07K
|
9.42K
$1.13M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
35+ 0.6% |
$3.41K - $4.8K
|
5.87K
$702K
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
33+ 0.37% |
$3.21K - $4.52K
|
9.02K
$1.08M
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
32+ 0.45% |
$3.11K - $4.39K
|
7.19K
$859K
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
31+ 0.93% |
$3.02K - $4.25K
|
3.38K
$403K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 1.07% |
$3.02K - $4.25K
|
2.93K
$350K
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
30+ 2.06% |
$2.92K - $4.11K
|
1.49K
$178K
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
30+ 1.63% |
$2.92K - $4.11K
|
1.87K
$224K
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
29+ 0.98% |
$2.82K - $3.98K
|
2.98K
$356K
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
28+ 0.44% |
$2.72K - $3.84K
|
6.32K
$755K
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
28+ 0.2% |
$2.72K - $3.84K
|
14K
$1.67M
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
28New |
$2.72K - $3.84K
|
28
$3.35K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
27+ 0.54% |
$2.63K - $3.7K
|
5.02K
$599K
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
27+ 0.87% |
$2.63K - $3.7K
|
3.11K
$372K
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
26+ 1.25% |
$2.53K - $3.57K
|
2.11K
$252K
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
26+ 16.56% |
$2.53K - $3.57K
|
183
$21.9K
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
25New |
$2.43K - $3.43K
|
25
$2.99K
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
25+ 0.53% |
$2.43K - $3.43K
|
4.72K
$564K
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
24+ 1.14% |
$2.34K - $3.29K
|
2.14K
$255K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
22New |
$2.14K - $3.02K
|
22
$2.63K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
22+ 0.29% |
$2.14K - $3.02K
|
7.62K
$910K
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
21New |
$2.04K - $2.88K
|
21
$2.51K
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
20+ 0.74% |
$1.95K - $2.74K
|
2.74K
$327K
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
19+ 0.85% |
$1.85K - $2.61K
|
2.25K
$268K
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
19+ 0.36% |
$1.85K - $2.61K
|
5.32K
$636K
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
15+ 0.54% |
$1.46K - $2.06K
|
2.8K
$334K
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
15+ 0.16% |
$1.46K - $2.06K
|
9.29K
$1.11M
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
14New |
$1.36K - $1.92K
|
14
$1.67K
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
14+ 9.27% |
$1.36K - $1.92K
|
165
$19.7K
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
14+ 12.84% |
$1.36K - $1.92K
|
123
$14.7K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
13New |
$1.27K - $1.78K
|
13
$1.55K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
12+ 0.21% |
$1.17K - $1.65K
|
5.64K
$674K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
12+ 1.1% |
$1.17K - $1.65K
|
1.1K
$132K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
12New |
$1.17K - $1.65K
|
12
$1.43K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
11+ 5.5% |
$1.07K - $1.51K
|
211
$25.2K
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10+ 66.67% |
$973 - $1.37K
|
25
$2.99K
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
10+ 0.17% |
$973 - $1.37K
|
5.83K
$696K
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
10+ 0.09% |
$973 - $1.37K
|
10.7K
$1.28M
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
9+ 0.58% |
$876 - $1.23K
|
1.57K
$187K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
9New |
$876 - $1.23K
|
9
$1.08K
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
6+ 0.3% |
$584 - $823
|
2.03K
$243K
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6+ 0.07% |
$584 - $823
|
8.88K
$1.06M
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
6+ 0.3% |
$584 - $823
|
2.01K
$240K
|