Latest Institutional Transactions on Equity Residential (EQR)
This table provides information on the latest institutional transactions involving Equity Residential (EQR) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-69- 79.31% |
$4.06K - $4.73K
|
18
$1.29K
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-339- 1.2% |
$19.9K - $23.2K
|
27.8K
$1.99M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
398+ 0.98% |
$23.4K - $27.3K
|
40.9K
$2.93M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
22+ 0.56% |
$1.29K - $1.51K
|
3.93K
$282K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
2.02K+ 3.34% |
$119K - $138K
|
62.5K
$4.47M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-59- 1.06% |
$3.47K - $4.04K
|
5.52K
$395K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
330New |
$19.4K - $22.6K
|
330
$23.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
600New |
$35.3K - $41.1K
|
600
$42.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-1.58K- 7.94% |
$92.7K - $108K
|
18.3K
$1.31M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
8+ 0.03% |
$470 - $548
|
23.3K
$1.67M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
152New |
$8.93K - $10.4K
|
152
$10.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
73New |
$4.29K - $5K
|
73
$5.22K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
31New |
$1.82K - $2.12K
|
31
$2.22K
|
|
| Q3 2022 | |||||||
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5Closed |
$328 - $403
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
21.2K+ 75.82% |
$1.39M - $1.71M
|
49.2K
$3.52M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
233+ 3.8% |
$15.3K - $18.8K
|
6.37K
$455K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
23+ 11.5% |
$1.51K - $1.85K
|
223
$16K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-67- 1.96% |
$4.4K - $5.4K
|
3.36K
$240K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
47+ 1.12% |
$3.09K - $3.79K
|
4.25K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
24.7K+ 253.95% |
$1.62M - $1.99M
|
34.4K
$2.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
571+ 18.14% |
$37.5K - $46K
|
3.72K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Hill Winds Capital LP
|
BUY
|
- |
2.5K+ 9.09% |
$164K - $201K
|
30K
$2.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-525- 7.21% |
$34.5K - $42.3K
|
6.76K
$484K
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-29.1K- 30.66% |
$1.91M - $2.34M
|
65.8K
$4.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-156- 69.33% |
$10.2K - $12.6K
|
69
$4.94K
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
10KNew |
$659K - $808K
|
10K
$718K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1K- 16.67% |
$65.7K - $80.6K
|
5K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
5.98KNew |
$393K - $482K
|
5.98K
$428K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1- 2.94% |
$65.7 - $80.6
|
33
$2.36K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
159New |
$10.4K - $12.8K
|
159
$11.4K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.15KNew |
$207K - $254K
|
3.15K
$225K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
4.03KNew |
$265K - $325K
|
4.03K
$288K
|
|
|
Nov 14, 2022
Q3 2022
|
Latash Investments, LLC
Anchorage, AK |
BUY
|
- |
2.84K+ 52.67% |
$186K - $229K
|
8.23K
$589K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
200+ 3.47% |
$13.1K - $16.1K
|
5.96K
$427K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.05K- 5.0% |
$266K - $326K
|
76.9K
$5.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
4.27KNew |
$280K - $344K
|
4.27K
$305K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-379Closed |
$24.9K - $30.5K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
8.04K+ 94.09% |
$528K - $648K
|
16.6K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-22K- 34.82% |
$1.45M - $1.78M
|
41.2K
$2.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-3.06K- 34.07% |
$201K - $246K
|
5.92K
$423K
|
|
|
Nov 14, 2022
Q3 2022
|
V3 Capital Management, L.P.
White Plains, NY |
BUY
|
- |
533KNew |
$35M - $42.9M
|
533K
$38.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
177New |
$11.6K - $14.3K
|
177
$12.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
48KNew |
$3.15M - $3.87M
|
48K
$3.43M
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.15K- 21.69% |
$75.4K - $92.6K
|
4.15K
$297K
|
|
|
Nov 10, 2022
Q3 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-3.1K- 21.47% |
$204K - $250K
|
11.3K
$811K
|
|
|
Nov 09, 2022
Q3 2022
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-100- 0.23% |
$6.57K - $8.06K
|
44.2K
$3.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-176- 0.91% |
$11.6K - $14.2K
|
19.3K
$1.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-1.37K- 60.0% |
$90K - $110K
|
914
$65.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-246- 45.81% |
$16.2K - $19.8K
|
291
$20.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
609New |
$40K - $49.1K
|
609
$43.6K
|
|