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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
890New |
$47.3K - $55.6K
|
890
$52.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
600New |
$31.9K - $37.5K
|
600
$35.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
535New |
$28.5K - $33.4K
|
535
$31.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
498+ 5.89% |
$26.5K - $31.1K
|
8.95K
$532K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
407+ 206.6% |
$21.6K - $25.4K
|
604
$35.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
355New |
$18.9K - $22.2K
|
355
$21.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
252New |
$13.4K - $15.8K
|
252
$15K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
194New |
$10.3K - $12.1K
|
194
$11.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
118+ 2.85% |
$6.28K - $7.38K
|
4.26K
$253K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
102+ 217.02% |
$5.43K - $6.38K
|
149
$8.85K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
51New |
$2.71K - $3.19K
|
51
$3.03K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
47New |
$2.5K - $2.94K
|
47
$2.79K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
40+ 1.36% |
$2.13K - $2.5K
|
2.98K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
32New |
$1.7K - $2K
|
32
$1.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
22New |
$1.17K - $1.38K
|
22
$1.31K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
21New |
$1.12K - $1.31K
|
21
$1.25K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
6New |
$319 - $375
|
6
$357
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 4.62% |
$319 - $375
|
136
$8.08K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6New |
$319 - $375
|
6
$357
|
|
| Q3 2023 | |||||||
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
17.2K+ 192.93% |
$1M - $1.19M
|
26.1K
$1.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Park Circle CO
|
BUY
|
- |
15KNew |
$878K - $1.04M
|
15K
$893K
|
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
7.53K+ 6.33% |
$440K - $520K
|
126K
$7.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
6.4K+ 128.72% |
$374K - $442K
|
11.4K
$676K
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
4.62KNew |
$270K - $319K
|
4.62K
$274K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.59K+ 8.44% |
$268K - $317K
|
58.9K
$3.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
BUY
|
- |
2.12K+ 57.94% |
$124K - $147K
|
5.79K
$344K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
900New |
$52.6K - $62.2K
|
900
$53.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
675New |
$39.4K - $46.6K
|
675
$40.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
499+ 11.25% |
$29.2K - $34.5K
|
4.93K
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
195New |
$11.4K - $13.5K
|
195
$11.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
166+ 3.33% |
$9.7K - $11.5K
|
5.16K
$306K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
160+ 1.75% |
$9.35K - $11K
|
9.28K
$551K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
158New |
$9.23K - $10.9K
|
158
$9.39K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
73New |
$4.27K - $5.04K
|
73
$4.34K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
30+ 1.93% |
$1.75K - $2.07K
|
1.58K
$94K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
29+ 63.04% |
$1.69K - $2K
|
75
$4.46K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
10New |
$584 - $691
|
10
$594
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5New |
$292 - $345
|
5
$297
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$58.4 - $69.1
|
1
$59.4
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Governors Lane LP
New York, NY |
BUY
|
- |
187KNew |
$11.1M - $12.5M
|
187K
$11.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
46KNew |
$2.73M - $3.07M
|
46K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
CALL |
26KNew |
$1.54M - $1.73M
|
26K
$1.54M
|
|
|
Jul 17, 2023
Q2 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
15.3KNew |
$909K - $1.02M
|
15.3K
$909K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
10.5KNew |
$626K - $703K
|
10.5K
$626K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
8.19K+ 1.66% |
$487K - $547K
|
503K
$29.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
6.46KNew |
$384K - $431K
|
6.46K
$384K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.35KNew |
$318K - $357K
|
5.35K
$318K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
4.36KNew |
$259K - $291K
|
4.36K
$259K
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
4.29KNew |
$255K - $286K
|
4.29K
$255K
|
|
|
Aug 11, 2023
Q2 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
4.21KNew |
$250K - $281K
|
4.21K
$250K
|
|