Latest Institutional Purchases of Equity Residential (EQR)
This list provides information on the latest institutional transactions involving Equity Residential (EQR) 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 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.89KNew |
$194K - $226K
|
2.89K
$172K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2KNew |
$134K - $156K
|
2K
$119K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.62KNew |
$109K - $127K
|
1.62K
$96.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.53KNew |
$103K - $120K
|
1.53K
$91.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1KNew |
$67.2K - $78.1K
|
1K
$59.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
980New |
$65.8K - $76.5K
|
980
$58.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
793+ 24.77% |
$53.3K - $61.9K
|
4K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
719+ 8.45% |
$48.3K - $56.1K
|
9.23K
$548K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
680+ 17.48% |
$45.7K - $53.1K
|
4.57K
$272K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
261New |
$17.5K - $20.4K
|
261
$15.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
249New |
$16.7K - $19.4K
|
249
$14.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
101+ 2.05% |
$6.79K - $7.89K
|
5.03K
$299K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
41New |
$2.75K - $3.2K
|
41
$2.44K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
37New |
$2.49K - $2.89K
|
37
$2.2K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
34New |
$2.28K - $2.66K
|
34
$2.02K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
29New |
$1.95K - $2.26K
|
29
$1.72K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
22+ 0.2% |
$1.48K - $1.72K
|
11.1K
$660K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
21+ 0.62% |
$1.41K - $1.64K
|
3.41K
$203K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15+ 48.39% |
$1.01K - $1.17K
|
46
$2.73K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
14+ 1.92% |
$941 - $1.09K
|
745
$44.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
13+ 0.22% |
$873 - $1.02K
|
5.86K
$348K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
4+ 1.82% |
$269 - $312
|
224
$13.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 0.99% |
$134 - $156
|
205
$12.2K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$134 - $156
|
2
$119
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$67.2 - $78.1
|
1
$59.4
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
84KNew |
$5.01M - $5.82M
|
84K
$4.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
54.6KNew |
$3.26M - $3.79M
|
54.6K
$3.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
40.6K+ 126.55% |
$2.43M - $2.82M
|
72.8K
$4.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
10.7KNew |
$637K - $740K
|
10.7K
$634K
|
|
|
Aug 07, 2024
Q2 2024
|
Cowen And Company, LLC
|
BUY
|
CALL |
10.4KNew |
$621K - $721K
|
10.4K
$618K
|
|
|
Aug 14, 2024
Q2 2024
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
4K+ 18.26% |
$239K - $277K
|
25.9K
$1.54M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
3.6KNew |
$215K - $250K
|
3.6K
$214K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.5K+ 79.55% |
$209K - $243K
|
7.9K
$469K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
3.26K+ 27.92% |
$195K - $226K
|
15K
$888K
|
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
3KNew |
$179K - $208K
|
3K
$178K
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.95KNew |
$176K - $205K
|
2.95K
$175K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.68KNew |
$100K - $116K
|
1.68K
$99.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.02KNew |
$61.1K - $70.9K
|
1.02K
$60.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
799New |
$47.7K - $55.4K
|
799
$47.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
508+ 10.49% |
$30.3K - $35.2K
|
5.35K
$318K
|
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
385+ 3.67% |
$23K - $26.7K
|
10.9K
$646K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
300+ 5.45% |
$17.9K - $20.8K
|
5.8K
$345K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
106+ 0.98% |
$6.33K - $7.35K
|
10.9K
$647K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
82+ 20.2% |
$4.89K - $5.69K
|
488
$29K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
70+ 218.75% |
$4.18K - $4.85K
|
102
$6.06K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
61+ 22.85% |
$3.64K - $4.23K
|
328
$19.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
32New |
$1.91K - $2.22K
|
32
$1.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
26New |
$1.55K - $1.8K
|
26
$1.54K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
22New |
$1.31K - $1.53K
|
22
$1.31K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20New |
$1.19K - $1.39K
|
20
$1.19K
|
|