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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
221New |
$15.2K - $20.6K
|
221
$15.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
206+ 2.99% |
$14.2K - $19.2K
|
7.1K
$508K
|
|
|
Aug 12, 2022
Q2 2022
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
142New |
$9.76K - $13.2K
|
142
$10.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
50New |
$3.44K - $4.66K
|
50
$3.58K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
37New |
$2.54K - $3.45K
|
37
$2.65K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
30+ 0.8% |
$2.06K - $2.8K
|
3.78K
$270K
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
28+ 0.96% |
$1.92K - $2.61K
|
2.96K
$212K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
11New |
$756 - $1.03K
|
11
$787
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.71% |
$68.7 - $93.2
|
142
$10.2K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
94KNew |
$7.86M - $8.73M
|
94K
$6.72M
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
25.1KNew |
$2.1M - $2.33M
|
25.1K
$1.79M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.01KNew |
$84.1K - $93.4K
|
1.01K
$72K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
138New |
$11.5K - $12.8K
|
138
$9.88K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
15+ 0.13% |
$1.25K - $1.39K
|
11.4K
$819K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
BUY
|
PUT |
43.6KNew |
$3.56M - $3.95M
|
43.6K
$3.12M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
2.4K+ 44.04% |
$196K - $217K
|
7.85K
$562K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.24KNew |
$183K - $203K
|
2.24K
$161K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
200New |
$16.3K - $18.1K
|
200
$14.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
122New |
$9.95K - $11K
|
122
$8.73K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
46New |
$3.75K - $4.17K
|
46
$3.29K
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
25+ 0.88% |
$2.04K - $2.26K
|
2.85K
$204K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
13New |
$1.06K - $1.18K
|
13
$930
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1+ 0.01% |
$81.6 - $90.6
|
8.53K
$610K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
144KNew |
$11.2M - $12.3M
|
144K
$10.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
PUT |
26.5KNew |
$2.07M - $2.28M
|
26.5K
$1.9M
|
|
|
Nov 15, 2021
Q3 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
21.2K+ 47.43% |
$1.65M - $1.82M
|
65.9K
$4.72M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.04KNew |
$159K - $176K
|
2.04K
$146K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
250New |
$19.5K - $21.5K
|
250
$17.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
202New |
$15.8K - $17.4K
|
202
$14.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
27New |
$2.11K - $2.32K
|
27
$1.93K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.08KNew |
$220K - $249K
|
3.08K
$220K
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
600New |
$42.8K - $48.5K
|
600
$42.9K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
359New |
$25.6K - $29K
|
359
$25.7K
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5New |
$357 - $405
|
5
$358
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
602New |
$34.3K - $45.2K
|
602
$43.1K
|
|
| Q4 2020 | |||||||
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
6.97K+ 67.02% |
$322K - $442K
|
17.4K
$1.24M
|
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.21KNew |
$56.1K - $76.9K
|
1.21K
$86.9K
|
|
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
233New |
$10.8K - $14.8K
|
233
$16.7K
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
106New |
$4.9K - $6.72K
|
106
$7.59K
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
1.1K+ 8.53% |
$59.7K - $76.8K
|
14K
$1M
|
|
|
Aug 13, 2020
Q2 2020
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
165New |
$8.95K - $11.5K
|
165
$11.8K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
57.6KNew |
$4.59M - $5.11M
|
57.6K
$4.12M
|
|
| Q3 2019 | |||||||
|
Nov 08, 2019
Q3 2019
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
22.8KNew |
$1.74M - $1.98M
|
22.8K
$1.63M
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.09KNew |
$194K - $224K
|
3.09K
$221K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
13.4KNew |
$849K - $943K
|
13.4K
$959K
|
|
|
Feb 13, 2018
Q4 2017
|
Focused Wealth Management, Inc
|
BUY
|
- |
298New |
$18.9K - $21K
|
298
$21.3K
|
|
| Q3 2017 | |||||||
|
Oct 30, 2017
Q3 2017
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
15KNew |
$984K - $1.03M
|
15K
$1.07M
|
|
|
Oct 26, 2017
Q3 2017
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.08KNew |
$136K - $143K
|
2.08K
$149K
|
|
|
Nov 09, 2023
Q3 2017
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
200New |
$13.1K - $13.7K
|
200
$14.3K
|
|
|
Oct 12, 2017
Q3 2017
|
Adirondack Trust CO
|
BUY
|
- |
50New |
$3.28K - $3.43K
|
50
$3.58K
|
|