Purchases and Sales Made in Q4 2023 in Avalonbay Communities Inc (AVB)
This table provides information about the institutional ownership of Avalonbay Communities Inc (AVB) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-50- 65.79% |
$8.13K - $9.57K
|
26
$5.76K
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-50- 3.2% |
$8.13K - $9.57K
|
1.51K
$335K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-53- 82.81% |
$8.62K - $10.1K
|
11
$2.44K
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-56- 2.31% |
$9.11K - $10.7K
|
2.37K
$524K
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-60- 3.95% |
$9.76K - $11.5K
|
1.46K
$323K
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-71- 36.41% |
$11.5K - $13.6K
|
124
$27.5K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-74- 13.1% |
$12K - $14.2K
|
491
$109K
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-79- 9.72% |
$12.8K - $15.1K
|
734
$163K
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-79- 0.48% |
$12.8K - $15.1K
|
16.5K
$3.65M
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-100- 2.39% |
$16.3K - $19.1K
|
4.09K
$905K
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-107- 7.08% |
$17.4K - $20.5K
|
1.41K
$311K
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-109- 1.06% |
$17.7K - $20.9K
|
10.1K
$2.24M
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-112- 0.78% |
$18.2K - $21.4K
|
14.2K
$3.16M
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-127- 1.43% |
$20.6K - $24.3K
|
8.75K
$1.94M
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-141- 3.03% |
$22.9K - $27K
|
4.51K
$999K
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-146- 10.1% |
$23.7K - $28K
|
1.3K
$288K
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-150- 37.5% |
$24.4K - $28.7K
|
250
$55.4K
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-155Closed |
$25.2K - $29.7K
|
0
$0
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-161- 11.99% |
$26.2K - $30.8K
|
1.18K
$262K
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-161- 11.99% |
$26.2K - $30.8K
|
1.18K
$262K
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-172- 0.3% |
$28K - $32.9K
|
58K
$12.8M
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-180- 8.1% |
$29.3K - $34.5K
|
2.04K
$453K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-186- 12.8% |
$30.2K - $35.6K
|
1.27K
$281K
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-197- 2.02% |
$32K - $37.7K
|
9.55K
$2.12M
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-200- 4.78% |
$32.5K - $38.3K
|
3.98K
$882K
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 2.27% |
$32.5K - $38.3K
|
8.6K
$1.9M
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-205- 2.27% |
$33.3K - $39.2K
|
8.83K
$1.96M
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-210- 8.36% |
$34.1K - $40.2K
|
2.3K
$510K
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-211- 2.14% |
$34.3K - $40.4K
|
9.64K
$2.14M
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-216- 93.91% |
$35.1K - $41.4K
|
14
$3.1K
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-216- 13.41% |
$35.1K - $41.4K
|
1.4K
$309K
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
SELL
|
- |
-220- 10.67% |
$35.8K - $42.1K
|
1.84K
$408K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-227- 5.17% |
$36.9K - $43.5K
|
4.16K
$921K
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-237- 0.59% |
$38.5K - $45.4K
|
40K
$8.85M
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-243- 8.05% |
$39.5K - $46.5K
|
2.78K
$615K
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-252- 11.09% |
$41K - $48.2K
|
2.02K
$448K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-255- 29.96% |
$41.5K - $48.8K
|
596
$132K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-281- 20.27% |
$45.7K - $53.8K
|
1.11K
$245K
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-284- 4.94% |
$46.2K - $54.4K
|
5.47K
$1.21M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-294- 8.87% |
$47.8K - $56.3K
|
3.02K
$669K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
SELL
|
- |
-294- 19.6% |
$47.8K - $56.3K
|
1.21K
$267K
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-298- 1.82% |
$48.5K - $57K
|
16.1K
$3.56M
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-300- 12.22% |
$48.8K - $57.4K
|
2.16K
$477K
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-303- 14.1% |
$49.3K - $58K
|
1.85K
$409K
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-306- 0.12% |
$49.8K - $58.6K
|
263K
$58.2M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-313- 3.2% |
$50.9K - $59.9K
|
9.45K
$2.09M
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-314- 6.12% |
$51.1K - $60.1K
|
4.82K
$1.07M
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-320- 44.63% |
$52K - $61.3K
|
397
$87.9K
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-325- 5.72% |
$52.8K - $62.2K
|
5.36K
$1.19M
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-339- 0.9% |
$55.1K - $64.9K
|
37.2K
$8.25M
|