Purchases and Sales Made in Q1 2024 in Avalonbay Communities Inc (AVB)
This table provides information about the institutional ownership of Avalonbay Communities Inc (AVB) during Q1 2024. The information is specifically focused on institutions that hold shares of AVALONBAY COMMUNITIES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
29+ 0.85% |
$4.93K - $5.46K
|
3.45K
$763K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
29+ 1.82% |
$4.93K - $5.46K
|
1.62K
$359K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
28+ 52.83% |
$4.76K - $5.27K
|
81
$17.9K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
25+ 3.36% |
$4.25K - $4.7K
|
770
$170K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
25+ 0.46% |
$4.25K - $4.7K
|
5.5K
$1.22M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 25.51% |
$4.25K - $4.7K
|
123
$27.2K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22+ 200.0% |
$3.74K - $4.14K
|
33
$7.29K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
21+ 5.07% |
$3.57K - $3.95K
|
435
$96.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
18+ 3.24% |
$3.06K - $3.39K
|
573
$127K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
18+ 1.67% |
$3.06K - $3.39K
|
1.09K
$242K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
16+ 3.26% |
$2.72K - $3.01K
|
507
$112K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
15+ 5.08% |
$2.55K - $2.82K
|
310
$68.5K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15+ 8.67% |
$2.55K - $2.82K
|
188
$41.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
13+ 0.73% |
$2.21K - $2.45K
|
1.81K
$399K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
10+ 0.01% |
$1.7K - $1.88K
|
116K
$25.7M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
10+ 0.93% |
$1.7K - $1.88K
|
1.09K
$240K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
9New |
$1.53K - $1.69K
|
9
$1.99K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9+ 13.43% |
$1.53K - $1.69K
|
76
$16.8K
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
9+ 0.62% |
$1.53K - $1.69K
|
1.46K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7+ 0.5% |
$1.19K - $1.32K
|
1.4K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
7+ 700.0% |
$1.19K - $1.32K
|
8
$1.77K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
7+ 0.32% |
$1.19K - $1.32K
|
2.23K
$492K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 9.68% |
$1.02K - $1.13K
|
68
$15K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 50.0% |
$1.02K - $1.13K
|
18
$3.98K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
6+ 0.13% |
$1.02K - $1.13K
|
4.5K
$995K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6New |
$1.02K - $1.13K
|
6
$1.33K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 166.67% |
$850 - $941
|
8
$1.77K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 50.0% |
$850 - $941
|
15
$3.31K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4+ 1.53% |
$680 - $753
|
266
$58.8K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 1.24% |
$680 - $753
|
327
$72.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 6.25% |
$680 - $753
|
68
$15K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 6.12% |
$510 - $565
|
52
$11.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 300.0% |
$510 - $565
|
4
$884
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2+ 0.08% |
$340 - $376
|
2.61K
$577K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
2+ 0.05% |
$340 - $376
|
3.99K
$881K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 25.0% |
$340 - $376
|
10
$2.21K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2New |
$340 - $376
|
2
$442
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 33.33% |
$170 - $188
|
4
$884
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 1.61% |
$170 - $188
|
63
$13.9K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.36% |
$170 - $188
|
277
$61.2K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.68% |
$170 - $188
|
148
$32.7K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.88% |
$170 - $188
|
115
$25.4K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.48% |
$170 - $188
|
209
$46.2K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1+ 0.11% |
$170 - $188
|
930
$206K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$170 - $188
|
2
$442
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 14.29% |
$170 - $188
|
8
$1.77K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.65% |
$170 - $188
|
152
$33.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 1.39% |
$170 - $188
|
71
$15.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 33.33% |
$170 - $188
|
2
$442
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2- 50.0% |
$340 - $376
|
2
$442
|