Purchases and Sales Made in Q3 2024 in Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR) during Q3 2024. The information is specifically focused on institutions that hold shares of EPR PROPERTIES.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19New |
$784 - $942
|
19
$965
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
18+ 0.23% |
$743 - $892
|
7.88K
$400K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18+ 17.65% |
$743 - $892
|
120
$6.09K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
17New |
$701 - $843
|
17
$863
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
16+ 145.45% |
$660 - $793
|
27
$1.37K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14New |
$578 - $694
|
14
$711
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
13+ 0.2% |
$536 - $645
|
6.47K
$329K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
13+ 3.15% |
$536 - $645
|
426
$21.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9+ 0.56% |
$371 - $446
|
1.61K
$81.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9+ 1.79% |
$371 - $446
|
513
$26.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
8+ 0.09% |
$330 - $397
|
8.97K
$456K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7New |
$289 - $347
|
7
$355
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5New |
$206 - $248
|
5
$254
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 40.0% |
$82.5 - $99.2
|
7
$355
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2New |
$82.5 - $99.2
|
2
$102
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 3.39% |
$82.5 - $99.2
|
61
$3.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.44% |
$41.3 - $49.6
|
229
$11.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 5.88% |
$41.3 - $49.6
|
18
$914
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 4.0% |
$41.3 - $49.6
|
26
$1.32K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1- 0.31% |
$41.3 - $49.6
|
322
$16.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6- 2.1% |
$248 - $297
|
280
$14.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6- 0.46% |
$248 - $297
|
1.29K
$65.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
SELL
|
- |
-7- 0.35% |
$289 - $347
|
1.99K
$101K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9- 0.8% |
$371 - $446
|
1.12K
$56.7K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10- 2.78% |
$413 - $496
|
350
$17.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 8.33% |
$536 - $645
|
143
$7.26K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-15- 0.31% |
$619 - $744
|
4.78K
$243K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-19- 0.22% |
$784 - $942
|
8.63K
$438K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-23- 0.08% |
$949 - $1.14K
|
30.1K
$1.53M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-36- 25.35% |
$1.49K - $1.78K
|
106
$5.38K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-39- 0.65% |
$1.61K - $1.93K
|
5.97K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50- 1.05% |
$2.06K - $2.48K
|
4.7K
$239K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-84- 1.22% |
$3.47K - $4.16K
|
6.78K
$344K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-90- 0.53% |
$3.71K - $4.46K
|
16.8K
$853K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-100- 2.09% |
$4.13K - $4.96K
|
4.68K
$238K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-107- 5.53% |
$4.41K - $5.31K
|
1.83K
$92.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-107- 1.44% |
$4.41K - $5.31K
|
7.35K
$373K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-109- 5.18% |
$4.5K - $5.4K
|
2K
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-147- 2.44% |
$6.07K - $7.29K
|
5.89K
$299K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-164- 37.44% |
$6.77K - $8.13K
|
274
$13.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-171- 40.33% |
$7.06K - $8.48K
|
253
$12.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-195- 4.63% |
$8.05K - $9.67K
|
4.01K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-198- 5.96% |
$8.17K - $9.82K
|
3.12K
$159K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 1.1% |
$8.25K - $9.92K
|
18K
$913K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-200- 0.93% |
$8.25K - $9.92K
|
21.2K
$1.08M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-220- 10.88% |
$9.08K - $10.9K
|
1.8K
$91.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-235- 0.78% |
$9.7K - $11.7K
|
29.8K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-261- 20.57% |
$10.8K - $12.9K
|
1.01K
$51.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-271- 1.91% |
$11.2K - $13.4K
|
14K
$709K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 1.9% |
$12.4K - $14.9K
|
15.5K
$785K
|