Latest Institutional Purchases of Essex Property Trust, Inc. (ESS)
This list provides information on the latest institutional transactions involving Essex Property Trust, Inc. (ESS) 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 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.17KNew |
$247K - $288K
|
1.17K
$320K
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
463+ 1.39% |
$97.6K - $114K
|
33.7K
$9.2M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
192+ 6.75% |
$40.5K - $47.1K
|
3.04K
$828K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
100New |
$21.1K - $24.6K
|
100
$27.3K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
50New |
$10.5K - $12.3K
|
50
$13.6K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
33+ 1.32% |
$6.95K - $8.1K
|
2.54K
$693K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
24New |
$5.06K - $5.89K
|
24
$6.55K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
23New |
$4.85K - $5.65K
|
23
$6.27K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9+ 128.57% |
$1.9K - $2.21K
|
16
$4.37K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
8+ 266.67% |
$1.69K - $1.96K
|
11
$3K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2New |
$421 - $491
|
2
$546
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$421 - $491
|
2
$546
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
182KNew |
$37.6M - $43.2M
|
182K
$49.8M
|
|
Aug 14, 2023
Q2 2023
|
Grs Advisors, LLC
Chicago, IL |
BUY
|
- |
105KNew |
$21.7M - $24.9M
|
105K
$28.7M
|
|
Aug 14, 2023
Q2 2023
|
Rush Island Management, LP
New York, NY |
BUY
|
- |
30.6K+ 5.91% |
$6.31M - $7.26M
|
549K
$150M
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.63KNew |
$336K - $387K
|
1.63K
$445K
|
|
Jul 31, 2023
Q2 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1.63KNew |
$335K - $385K
|
1.63K
$444K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
234New |
$48.2K - $55.4K
|
234
$63.8K
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
69New |
$14.2K - $16.3K
|
69
$18.8K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
69New |
$14.2K - $16.3K
|
69
$18.8K
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
45+ 81.82% |
$9.27K - $10.7K
|
100
$27.3K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
26+ 2.28% |
$5.36K - $6.16K
|
1.17K
$319K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
15New |
$3.09K - $3.55K
|
15
$4.09K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14New |
$2.88K - $3.32K
|
14
$3.82K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
10New |
$2.06K - $2.37K
|
10
$2.73K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
8+ 0.92% |
$1.65K - $1.9K
|
878
$240K
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
8New |
$1.65K - $1.9K
|
8
$2.18K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$1.65K - $1.9K
|
8
$2.18K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
5New |
$1.03K - $1.18K
|
5
$1.36K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$1.03K - $1.18K
|
5
$1.36K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
4New |
$824 - $948
|
4
$1.09K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4New |
$824 - $948
|
4
$1.09K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2+ 200.0% |
$412 - $474
|
3
$818
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
581KNew |
$114M - $139M
|
581K
$158M
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
23.9K+ 17.01% |
$4.69M - $5.71M
|
164K
$44.8M
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
9.77KNew |
$1.92M - $2.34M
|
9.77K
$2.66M
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.79KNew |
$940K - $1.15M
|
4.79K
$1.31M
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.75KNew |
$931K - $1.14M
|
4.75K
$1.29M
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
3.37KNew |
$660K - $805K
|
3.37K
$918K
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3KNew |
$589K - $718K
|
3K
$818K
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.34KNew |
$459K - $560K
|
2.34K
$639K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
2.15K+ 19563.64% |
$422K - $515K
|
2.16K
$590K
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.01KNew |
$394K - $481K
|
2.01K
$549K
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
1.12KNew |
$219K - $267K
|
1.12K
$304K
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.1K+ 103.48% |
$216K - $263K
|
2.16K
$590K
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
259+ 4.19% |
$50.8K - $62K
|
6.44K
$1.76M
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
241New |
$47.3K - $57.7K
|
241
$65.7K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
180+ 19.54% |
$35.3K - $43.1K
|
1.1K
$300K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
178New |
$34.9K - $42.6K
|
178
$48.6K
|