Institutional Ownership Equity Comwlth Cum Red Pfd Se (EQCPRD)
This table provides information about the institutional ownership of Equity Comwlth Cum Red Pfd Se (EQCPRD). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 2.22 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 13, 2024 Q3 2024 |
748,020
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 93.58%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
432,199
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
216,620
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Oct 24, 2024 Q3 2024 |
102,569
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
Nov 14, 2024 Q3 2024 |
98,935
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Maren Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
95,507
shares
|
$0
0.2% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
76,295
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
75,450
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
73,928
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Brookfield Asset Management Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
64,286
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Aurora Investment Counsel
Atlanta, GA |
Nov 08, 2024 Q3 2024 |
37,914
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
31,580
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
29,040
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
26,387
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
26,104
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
18,000
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
14,765
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
9,588
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,549
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,941
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 3.26%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
5,150
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
4,200
shares
|
$0
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,150
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
2,471
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
2,341
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 20.61%
|