Latest Institutional Purchases of Presidio Property Trust, Inc. (SQFT)
This list provides information on the latest institutional transactions involving Presidio Property Trust, Inc. (SQFT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
20.2KNew |
$11.1K - $15.5K
|
20.2K
$16.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.3K+ 46.18% |
$9.53K - $13.3K
|
54.8K
$43.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
882+ 59.76% |
$485 - $679
|
2.36K
$1.89K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
600+ 0.89% |
$330 - $462
|
68.4K
$54.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
38.3KNew |
$24.9K - $45.3K
|
38.3K
$30.7K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.7KNew |
$6.99K - $12.7K
|
10.7K
$8.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.63KNew |
$1.71K - $3.1K
|
2.63K
$2.1K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.5KNew |
$13.5K - $18.1K
|
13.5K
$10.8K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.79KNew |
$5.79K - $7.76K
|
5.79K
$4.63K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.07KNew |
$4.07K - $5.46K
|
4.07K
$3.26K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7+ 36.84% |
$7 - $9.38
|
26
$20.8
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.1KNew |
$7.87K - $20.7K
|
15.1K
$12.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.1KNew |
$6.82K - $18K
|
13.1K
$10.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
2.85K+ 2.59% |
$1.48K - $3.9K
|
113K
$90.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
166+ 3.24% |
$86.3 - $227
|
5.29K
$4.23K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$52 - $137
|
100
$80
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.0% |
$0.52 - $1.37
|
20.4K
$16.3K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.86K+ 34.32% |
$5.07K - $6.72K
|
26.8K
$21.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
4.98KNew |
$3.68K - $4.88K
|
4.98K
$3.98K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.97KNew |
$1.62K - $2.11K
|
1.97K
$1.58K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13KNew |
$13.1K - $16.1K
|
13K
$10.4K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.47KNew |
$3.5K - $4.3K
|
3.47K
$2.77K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.76KNew |
$2.78K - $3.42K
|
2.76K
$2.21K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
864+ 3.3% |
$873 - $1.07K
|
27K
$21.6K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
11KNew |
$10.4K - $14.7K
|
11K
$8.82K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.2KNew |
$1.13K - $1.59K
|
1.2K
$958
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Css LLC
Chicago, IL |
BUY
|
CALL |
20KNew |
$25K - $483K
|
20K
$16K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.34KNew |
$6.67K - $129K
|
5.34K
$4.27K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.95KNew |
$2.43K - $47K
|
1.95K
$1.56K
|
|
|
Nov 14, 2022
Q3 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
500New |
$625 - $12.1K
|
500
$400
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27+ 0.17% |
$33.8 - $652
|
15.9K
$12.7K
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
12.5KNew |
$35.8K - $49.5K
|
12.5K
$10K
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5KNew |
$14.3K - $19.8K
|
5K
$4K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
315New |
$1.07K - $1.62K
|
315
$252
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
9.04KNew |
$27.6K - $39.8K
|
9.04K
$7.23K
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
3.9KNew |
$11.9K - $17.2K
|
3.9K
$3.12K
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
1.79KNew |
$5.47K - $7.88K
|
1.79K
$1.43K
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.73K+ 16.4% |
$5.28K - $7.62K
|
12.3K
$9.83K
|
|
| Q1 2021 | |||||||
|
Apr 23, 2021
Q1 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.38KNew |
$4.42K - $5.93K
|
1.38K
$1.1K
|
|