Latest Institutional Purchases of Equity Comwlth Cum Red Pfd Se (EQCPRD)
This list provides information on the latest institutional transactions involving Equity Comwlth Cum Red Pfd Se (EQCPRD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
362K+ 93.58% |
N/A
|
748K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.6KNew |
N/A
|
31.6K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.59KNew |
N/A
|
9.59K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Maren Capital LLC
Chicago, IL |
BUY
|
- |
3.35K+ 3.63% |
N/A
|
95.5K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
N/A
|
2K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
655+ 0.88% |
N/A
|
75.5K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
399+ 1.06% |
N/A
|
37.9K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
300+ 6.19% |
N/A
|
5.15K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
269+ 1.04% |
N/A
|
26.1K
$0
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
37+ 148.0% |
N/A
|
62
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 1.61% |
N/A
|
315
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4+ 0.16% |
N/A
|
2.47K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Digital Bridge Group, Inc.
Boca Raton, FL |
BUY
|
- |
8.73K+ 10.27% |
N/A
|
93.7K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.41K+ 5.99% |
N/A
|
42.6K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.17KNew |
N/A
|
1.17K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
91New |
N/A
|
91
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
53New |
N/A
|
53
$0
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
400+ 20.61% |
N/A
|
2.34K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
22+ 0.27% |
N/A
|
8.25K
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
74.8KNew |
N/A
|
74.8K
$0
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
8KNew |
N/A
|
8K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
270+ 54.0% |
N/A
|
770
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
100New |
N/A
|
100
$0
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5KNew |
N/A
|
5K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
960New |
N/A
|
960
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
100New |
N/A
|
100
$0
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
18KNew |
N/A
|
18K
$0
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13KNew |
N/A
|
13K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
714New |
N/A
|
714
$0
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4.2KNew |
N/A
|
4.2K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
900New |
N/A
|
900
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
606New |
N/A
|
606
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
500New |
N/A
|
500
$0
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
BUY
|
- |
1.7KNew |
N/A
|
1.7K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
160New |
N/A
|
160
$0
|
|
| Q1 2022 | |||||||
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
8.81KNew |
N/A
|
8.81K
$0
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.65KNew |
N/A
|
5.65K
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
57New |
N/A
|
57
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
15KNew |
N/A
|
15K
$0
|
|
|
Mar 09, 2022
Q4 2021
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
9.34KNew |
N/A
|
9.34K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.87KNew |
N/A
|
8.87K
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
7.86KNew |
N/A
|
7.86K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
714New |
N/A
|
714
$0
|
|