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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
16.2KNew |
$896K - $1.08M
|
16.2K
$1.16M
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
13.5KNew |
$747K - $897K
|
13.5K
$964K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
13.1KNew |
$725K - $871K
|
13.1K
$936K
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
9.56KNew |
$530K - $636K
|
9.56K
$684K
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.32KNew |
$351K - $421K
|
6.32K
$452K
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
5.18KNew |
$287K - $345K
|
5.18K
$370K
|
|
May 15, 2023
Q1 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
4.22KNew |
$234K - $281K
|
4.22K
$302K
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
2.5KNew |
$139K - $166K
|
2.5K
$179K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.95KNew |
$108K - $130K
|
1.95K
$140K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1KNew |
$55.5K - $66.6K
|
1K
$71.6K
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
450+ 5.8% |
$25K - $30K
|
8.21K
$588K
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
372New |
$20.6K - $24.8K
|
372
$26.6K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
185New |
$10.3K - $12.3K
|
185
$13.2K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
102New |
$5.66K - $6.79K
|
102
$7.3K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
84+ 20.95% |
$4.66K - $5.59K
|
485
$34.7K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
47New |
$2.61K - $3.13K
|
47
$3.36K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40New |
$2.22K - $2.66K
|
40
$2.86K
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
26+ 1.77% |
$1.44K - $1.73K
|
1.5K
$107K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
4New |
$222 - $266
|
4
$286
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 3.85% |
$55.5 - $66.6
|
27
$1.93K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
186KNew |
$10.9M - $12.7M
|
186K
$13.3M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
CALL |
64.6KNew |
$3.8M - $4.42M
|
64.6K
$4.62M
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
33KNew |
$1.94M - $2.26M
|
33K
$2.36M
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
20.1KNew |
$1.18M - $1.37M
|
20.1K
$1.44M
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
14.6KNew |
$858K - $1M
|
14.6K
$1.04M
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
10KNew |
$590K - $688K
|
10K
$718K
|
|
Feb 07, 2023
Q4 2022
|
American Assets Investment Management, LLC
|
BUY
|
- |
10K+ 11.11% |
$588K - $685K
|
100K
$7.16M
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
9.95K+ 54.13% |
$585K - $681K
|
28.3K
$2.03M
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
8.31KNew |
$488K - $569K
|
8.31K
$594K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.56KNew |
$445K - $518K
|
7.56K
$541K
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
7KNew |
$411K - $479K
|
7K
$501K
|
|
Feb 14, 2023
Q4 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
6.14KNew |
$361K - $420K
|
6.14K
$439K
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
4.14K+ 26.72% |
$244K - $284K
|
19.7K
$1.41M
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4KNew |
$235K - $274K
|
4K
$286K
|
|
Feb 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
BUY
|
- |
2.2K+ 11.22% |
$129K - $151K
|
21.8K
$1.56M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
2.02K+ 3.34% |
$119K - $138K
|
62.5K
$4.47M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.91KNew |
$112K - $131K
|
1.91K
$137K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
972New |
$57.1K - $66.6K
|
972
$69.6K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
600New |
$35.3K - $41.1K
|
600
$42.9K
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
500+ 2.5% |
$29.4K - $34.2K
|
20.5K
$1.47M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
471New |
$27.7K - $32.3K
|
471
$33.7K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
398+ 0.98% |
$23.4K - $27.3K
|
40.9K
$2.93M
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
330New |
$19.4K - $22.6K
|
330
$23.6K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
189New |
$11.1K - $12.9K
|
189
$13.5K
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
152New |
$8.93K - $10.4K
|
152
$10.9K
|
|
Feb 13, 2023
Q4 2022
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
130+ 2.78% |
$7.64K - $8.9K
|
4.81K
$344K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
85+ 16.04% |
$5K - $5.82K
|
615
$44K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
75New |
$4.41K - $5.14K
|
75
$5.37K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
73New |
$4.29K - $5K
|
73
$5.22K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
54New |
$3.17K - $3.7K
|
54
$3.86K
|