Latest Institutional Transactions on Epr Properties (EPR)
This table provides information on the latest institutional transactions involving Epr Properties (EPR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
534New |
$18.4K - $23.2K
|
534
$27.4K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-188- 85.84% |
$6.47K - $8.18K
|
31
$1.59K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 5.0% |
$103 - $131
|
63
$3.23K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-50- 62.5% |
$1.72K - $2.18K
|
30
$1.54K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.0% |
$34.4 - $43.5
|
101
$5.18K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22New |
$757 - $957
|
22
$1.13K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
950New |
$32.7K - $41.3K
|
950
$48.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
9New |
$310 - $392
|
9
$462
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
61New |
$2.1K - $2.65K
|
61
$3.13K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
11.3KNew |
$390K - $493K
|
11.3K
$582K
|
|
| Q4 2022 | |||||||
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-329Closed |
$11.8K - $13.7K
|
0
$0
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-17Closed |
$609 - $707
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
2K+ 26.5% |
$71.7K - $83.3K
|
9.56K
$490K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
129New |
$4.62K - $5.37K
|
129
$6.62K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
336New |
$12K - $14K
|
336
$17.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
PUT |
100KNew |
$3.58M - $4.16M
|
100K
$5.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
200New |
$7.16K - $8.32K
|
200
$10.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
CALL |
56.9KNew |
$2.04M - $2.37M
|
56.9K
$2.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
16+ 100.0% |
$573 - $666
|
32
$1.64K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
101New |
$3.62K - $4.2K
|
101
$5.18K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
603New |
$21.6K - $25.1K
|
603
$30.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
23New |
$823 - $957
|
23
$1.18K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
83+ 43.92% |
$2.97K - $3.45K
|
272
$13.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-8.26K- 12.01% |
$296K - $344K
|
60.5K
$3.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
52New |
$1.86K - $2.16K
|
52
$2.67K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
34New |
$1.22K - $1.41K
|
34
$1.74K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
68New |
$2.43K - $2.83K
|
68
$3.49K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
678New |
$24.3K - $28.2K
|
678
$34.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
49New |
$1.75K - $2.04K
|
49
$2.51K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
4New |
$143 - $166
|
4
$205
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
500New |
$15.3K - $26.9K
|
500
$25.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
777+ 86.82% |
$23.8K - $41.8K
|
1.67K
$85.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-17.5K- 62.81% |
$536K - $943K
|
10.4K
$532K
|
|
|
Nov 14, 2022
Q3 2022
|
Walthausen & Co., LLC
Malta, NY |
BUY
|
- |
9.51K+ 34.12% |
$291K - $511K
|
37.4K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.15K+ 93.41% |
$35.1K - $61.8K
|
2.38K
$122K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
27New |
$826 - $1.45K
|
27
$1.38K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-181K- 52.18% |
$5.53M - $9.72M
|
165K
$8.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Digital Bridge Group, Inc.
Boca Raton, FL |
BUY
|
PUT |
20.6KNew |
$630K - $1.11M
|
20.6K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
12.2K+ 70.74% |
$375K - $659K
|
29.6K
$1.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-20- 8.66% |
$612 - $1.08K
|
211
$10.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
17.1KNew |
$523K - $920K
|
17.1K
$877K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
14.8KNew |
$453K - $796K
|
14.8K
$759K
|
|
|
Nov 10, 2022
Q3 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
37.9KNew |
$1.16M - $2.04M
|
37.9K
$1.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
45+ 60.0% |
$1.38K - $2.42K
|
120
$6.15K
|
|
|
Nov 09, 2022
Q3 2022
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-500- 2.03% |
$15.3K - $26.9K
|
24.1K
$1.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
88New |
$2.69K - $4.74K
|
88
$4.51K
|
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
SELL
|
- |
-16K- 49.78% |
$490K - $862K
|
16.2K
$829K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.96K- 2.49% |
$59.9K - $105K
|
76.7K
$3.93M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
100New |
$3.06K - $5.38K
|
100
$5.13K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
406New |
$12.4K - $21.8K
|
406
$20.8K
|
|