Purchases and Sales Made in Q1 2024 in Equity Comwlth Cum Red Pfd Se (EQCPRD)
This table provides information about the institutional ownership of Equity Comwlth Cum Red Pfd Se (EQCPRD) during Q1 2024. The information is specifically focused on institutions that hold shares of EQUITY COMWLTH CUM RED PFD SE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
62.6K+ 4194.57% |
N/A
|
64.1K
$0
|
|
|
May 13, 2024
Q1 2024
|
Digital Bridge Group, Inc.
Boca Raton, FL |
BUY
|
- |
49.1K+ 136.79% |
N/A
|
85K
$0
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
16.7K+ 71.37% |
N/A
|
40.2K
$0
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.7KNew |
N/A
|
13.7K
$0
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.28K+ 47.61% |
N/A
|
28.8K
$0
|
|
|
May 13, 2024
Q1 2024
|
Maren Capital LLC
Chicago, IL |
BUY
|
- |
8.17K+ 10.51% |
N/A
|
85.9K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.49KNew |
N/A
|
1.49K
$0
|
|
|
Jun 04, 2024
Q1 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
926+ 2.51% |
N/A
|
37.8K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
886+ 0.4% |
N/A
|
223K
$0
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
400+ 20.61% |
N/A
|
2.34K
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
200+ 3.37% |
N/A
|
6.14K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
22+ 0.27% |
N/A
|
8.25K
$0
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10+ 3.33% |
N/A
|
310
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1+ 0.04% |
N/A
|
2.42K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-19- 0.07% |
N/A
|
26.4K
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-52- 67.53% |
N/A
|
25
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-102- 1.39% |
N/A
|
7.26K
$0
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-127- 6.27% |
N/A
|
1.9K
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-378- 19.81% |
N/A
|
1.53K
$0
|
|
|
May 15, 2024
Q1 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.22K- 1.7% |
N/A
|
70.3K
$0
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-1.67K- 2.23% |
N/A
|
73.2K
$0
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.79K- 53.97% |
N/A
|
1.53K
$0
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.85K- 2.32% |
N/A
|
78K
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2K- 24.57% |
N/A
|
6.14K
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2K- 24.57% |
N/A
|
6.14K
$0
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.78K- 31.29% |
N/A
|
6.1K
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.92K- 3.4% |
N/A
|
83K
$0
|
|
|
May 15, 2024
Q1 2024
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-7.44K- 1.91% |
N/A
|
381K
$0
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-8.12K- 1.8% |
N/A
|
442K
$0
|
|
|
May 15, 2024
Q1 2024
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-17.2K- 13.87% |
N/A
|
107K
$0
|