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 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
166+ 3.33% |
$9.7K - $11.5K
|
5.16K
$369K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
160+ 1.75% |
$9.35K - $11K
|
9.28K
$664K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
158New |
$9.23K - $10.9K
|
158
$11.3K
|
|
Nov 13, 2023
Q3 2023
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
150+ 13.56% |
$8.77K - $10.4K
|
1.26K
$89.9K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
73New |
$4.27K - $5.04K
|
73
$5.22K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
30+ 1.93% |
$1.75K - $2.07K
|
1.58K
$113K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
29+ 63.04% |
$1.69K - $2K
|
75
$5.37K
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
20New |
$1.17K - $1.38K
|
20
$1.43K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
10New |
$584 - $691
|
10
$716
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5New |
$292 - $345
|
5
$358
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$58.4 - $69.1
|
1
$71.6
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Governors Lane LP
New York, NY |
BUY
|
- |
187KNew |
$11.1M - $12.5M
|
187K
$13.4M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
46KNew |
$2.73M - $3.07M
|
46K
$3.29M
|
|
Aug 14, 2023
Q2 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
CALL |
26KNew |
$1.54M - $1.73M
|
26K
$1.86M
|
|
Jul 17, 2023
Q2 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
15.3KNew |
$909K - $1.02M
|
15.3K
$1.09M
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
10.5KNew |
$626K - $703K
|
10.5K
$754K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
8.19K+ 1.66% |
$487K - $547K
|
503K
$36M
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
6.46KNew |
$384K - $431K
|
6.46K
$462K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.35KNew |
$318K - $357K
|
5.35K
$383K
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
4.36KNew |
$259K - $291K
|
4.36K
$312K
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
4.29KNew |
$255K - $286K
|
4.29K
$307K
|
|
Aug 11, 2023
Q2 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
4.21KNew |
$250K - $281K
|
4.21K
$301K
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
3.66KNew |
$217K - $244K
|
3.66K
$262K
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.34KNew |
$198K - $223K
|
3.34K
$239K
|
|
Aug 14, 2023
Q2 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
3.3KNew |
$196K - $220K
|
3.3K
$236K
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
3.27KNew |
$194K - $218K
|
3.27K
$234K
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.25KNew |
$193K - $217K
|
3.25K
$233K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.24KNew |
$192K - $216K
|
3.24K
$231K
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
3.21KNew |
$191K - $214K
|
3.21K
$230K
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
3.2KNew |
$190K - $214K
|
3.2K
$229K
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
3.19KNew |
$190K - $213K
|
3.19K
$228K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.19KNew |
$190K - $213K
|
3.19K
$228K
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.19KNew |
$189K - $213K
|
3.19K
$228K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.15KNew |
$187K - $210K
|
3.15K
$226K
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
2.03K+ 14.99% |
$121K - $136K
|
15.6K
$1.12M
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1.2K+ 30.1% |
$71.5K - $80.3K
|
5.2K
$372K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
930New |
$55.2K - $62K
|
930
$66.6K
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
564+ 14.43% |
$33.5K - $37.6K
|
4.47K
$320K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
286New |
$17K - $19.1K
|
286
$20.5K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
184+ 5.02% |
$10.9K - $12.3K
|
3.85K
$276K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
25+ 89.29% |
$1.48K - $1.67K
|
53
$3.79K
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
22New |
$1.31K - $1.47K
|
22
$1.57K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
19New |
$1.13K - $1.27K
|
19
$1.36K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6New |
$356 - $400
|
6
$429
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
6+ 0.03% |
$356 - $400
|
19K
$1.36M
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$297 - $334
|
5
$358
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5New |
$297 - $334
|
5
$358
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.12MNew |
$173M - $208M
|
3.12M
$224M
|
|
May 15, 2023
Q1 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1.44MNew |
$79.8M - $95.8M
|
1.44M
$103M
|
|
May 12, 2023
Q1 2023
|
Long Pond Capital, LP
New York, NY |
BUY
|
- |
148K+ 13.76% |
$8.19M - $9.84M
|
1.22M
$87.4M
|