Purchases and Sales Made in Q3 2022 in Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR) during Q3 2022. The information is specifically focused on institutions that hold shares of EQUITY RESIDENTIAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
123+ 3.05% |
$8.08K - $9.91K
|
4.16K
$284K
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
120New |
$7.88K - $9.67K
|
120
$8.19K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
117+ 65.36% |
$7.68K - $9.43K
|
296
$20.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Agricole S A
|
BUY
|
- |
115+ 0.68% |
$7.55K - $9.27K
|
17K
$1.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
114+ 0.34% |
$7.49K - $9.18K
|
33.6K
$2.29M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
111New |
$7.29K - $8.94K
|
111
$7.58K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
109+ 0.47% |
$7.16K - $8.78K
|
23.3K
$1.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
97+ 4.81% |
$6.37K - $7.82K
|
2.11K
$144K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
91+ 10.53% |
$5.98K - $7.33K
|
955
$65.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
89+ 0.11% |
$5.84K - $7.17K
|
84.1K
$5.74M
|
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
81+ 0.88% |
$5.32K - $6.53K
|
9.33K
$636K
|
|
|
Nov 02, 2022
Q3 2022
|
Forward Management, LLC
|
BUY
|
- |
70+ 0.1% |
$4.6K - $5.64K
|
73.1K
$4.99M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
64+ 31.53% |
$4.2K - $5.16K
|
267
$18.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
62+ 1.48% |
$4.07K - $5K
|
4.26K
$291K
|
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
59+ 0.51% |
$3.87K - $4.75K
|
11.7K
$800K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
56New |
$3.68K - $4.51K
|
56
$3.82K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
54+ 1.06% |
$3.55K - $4.35K
|
5.15K
$352K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
52+ 65.82% |
$3.41K - $4.19K
|
131
$8.94K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
51+ 24.29% |
$3.35K - $4.11K
|
261
$17.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
48+ 12.97% |
$3.15K - $3.87K
|
418
$28.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
47+ 1.12% |
$3.09K - $3.79K
|
4.25K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
45+ 0.65% |
$2.95K - $3.63K
|
7.01K
$478K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
40+ 21.28% |
$2.63K - $3.22K
|
228
$15.6K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
39+ 39.0% |
$2.56K - $3.14K
|
139
$9.49K
|
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
37+ 0.59% |
$2.43K - $2.98K
|
6.27K
$428K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
30+ 35.29% |
$1.97K - $2.42K
|
115
$7.85K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
26New |
$1.71K - $2.09K
|
26
$1.77K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
25+ 58.14% |
$1.64K - $2.01K
|
68
$4.64K
|
|
|
Nov 14, 2022
Q3 2022
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
24+ 0.37% |
$1.58K - $1.93K
|
6.55K
$447K
|
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
24+ 0.43% |
$1.58K - $1.93K
|
5.58K
$381K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
23+ 11.5% |
$1.51K - $1.85K
|
223
$15.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
16+ 0.35% |
$1.05K - $1.29K
|
4.65K
$317K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
13New |
$854 - $1.05K
|
13
$887
|
|
|
Nov 07, 2022
Q3 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
10New |
$657 - $806
|
10
$683
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
10+ 10.1% |
$657 - $806
|
109
$7.44K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
9+ 42.86% |
$591 - $725
|
30
$2.05K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8+ 2.0% |
$525 - $645
|
408
$27.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
6New |
$394 - $483
|
6
$410
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$328 - $403
|
5
$341
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5+ 3.05% |
$328 - $403
|
169
$11.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4+ 0.09% |
$263 - $322
|
4.39K
$300K
|
|
|
Nov 04, 2022
Q3 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4+ 0.82% |
$263 - $322
|
489
$33.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
3New |
$197 - $242
|
3
$205
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2+ 0.03% |
$131 - $161
|
5.75K
$392K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.4% |
$65.7 - $80.6
|
249
$17K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.81% |
$65.7 - $80.6
|
125
$8.53K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 4.17% |
$65.7 - $80.6
|
25
$1.71K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1- 2.94% |
$65.7 - $80.6
|
33
$2.25K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 7.14% |
$131 - $161
|
26
$1.77K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5Closed |
$328 - $403
|
0
$0
|