Purchases and Sales Made in Q2 2023 in Avalonbay Communities Inc (AVB)
This table provides information about the institutional ownership of Avalonbay Communities Inc (AVB) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
7New |
$1.16K - $1.35K
|
7
$1.55K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 5.61% |
$998 - $1.15K
|
113
$25K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6+ 12.5% |
$998 - $1.15K
|
54
$11.9K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
6New |
$998 - $1.15K
|
6
$1.33K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.78% |
$998 - $1.15K
|
778
$172K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5+ 55.56% |
$831 - $962
|
14
$3.09K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5+ 10.2% |
$831 - $962
|
54
$11.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 4.35% |
$831 - $962
|
120
$26.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 17.24% |
$831 - $962
|
34
$7.51K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
5+ 0.42% |
$831 - $962
|
1.21K
$267K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$831 - $962
|
5
$1.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
4+ 0.1% |
$665 - $770
|
4.13K
$913K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 2.86% |
$665 - $770
|
144
$31.8K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 2.86% |
$665 - $770
|
144
$31.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
3+ 50.0% |
$499 - $577
|
9
$1.99K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 13.33% |
$333 - $385
|
17
$3.76K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.28% |
$333 - $385
|
725
$160K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2New |
$333 - $385
|
2
$442
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 1.56% |
$333 - $385
|
130
$28.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 5.13% |
$333 - $385
|
41
$9.06K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
2+ 66.67% |
$333 - $385
|
5
$1.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 2.27% |
$333 - $385
|
90
$19.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2+ 0.35% |
$333 - $385
|
576
$127K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 66.67% |
$333 - $385
|
5
$1.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.66% |
$333 - $385
|
306
$67.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1New |
$166 - $192
|
1
$221
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 50.0% |
$166 - $192
|
3
$663
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1+ 0.13% |
$166 - $192
|
745
$165K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.04% |
$166 - $192
|
2.56K
$565K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 0.98% |
$333 - $385
|
203
$44.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-3- 0.02% |
$499 - $577
|
12.7K
$2.8M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-5- 0.31% |
$831 - $962
|
1.62K
$358K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 5.49% |
$831 - $962
|
86
$19K
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-8- 0.14% |
$1.33K - $1.54K
|
5.69K
$1.26M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-10- 0.52% |
$1.66K - $1.92K
|
1.91K
$421K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-10- 0.46% |
$1.66K - $1.92K
|
2.15K
$474K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-13- 44.83% |
$2.16K - $2.5K
|
16
$3.54K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-14- 1.08% |
$2.33K - $2.69K
|
1.28K
$283K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-15- 25.42% |
$2.49K - $2.89K
|
44
$9.72K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-18- 4.85% |
$2.99K - $3.46K
|
353
$78K
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-18- 0.18% |
$2.99K - $3.46K
|
9.84K
$2.17M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-20- 83.33% |
$3.33K - $3.85K
|
4
$884
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-20- 1.52% |
$3.33K - $3.85K
|
1.3K
$287K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-22- 1.31% |
$3.66K - $4.23K
|
1.66K
$366K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.4% |
$3.99K - $4.62K
|
6.03K
$1.33M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-24- 1.17% |
$3.99K - $4.62K
|
2.03K
$447K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26- 25.49% |
$4.32K - $5K
|
76
$16.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28- 2.2% |
$4.66K - $5.39K
|
1.25K
$276K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-33- 45.21% |
$5.49K - $6.35K
|
40
$8.84K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-34- 10.63% |
$5.65K - $6.54K
|
286
$63.2K
|