Purchases and Sales Made in Q1 2023 in Essex Property Trust, Inc. (ESS)
This table provides information about the institutional ownership of Essex Property Trust, Inc. (ESS) during Q1 2023. The information is specifically focused on institutions that hold shares of ESSEX PROPERTY TRUST, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
35+ 20.47% |
$6.87K - $8.37K
|
206
$56.2K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
31+ 25.83% |
$6.08K - $7.42K
|
151
$41.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
31+ 0.41% |
$6.08K - $7.42K
|
7.61K
$2.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
29+ 2.36% |
$5.69K - $6.94K
|
1.26K
$343K
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
28+ 0.84% |
$5.49K - $6.7K
|
3.35K
$913K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
28+ 5.18% |
$5.49K - $6.7K
|
569
$155K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
24+ 0.88% |
$4.71K - $5.74K
|
2.75K
$750K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
23+ 1.49% |
$4.51K - $5.5K
|
1.57K
$428K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
22+ 0.83% |
$4.32K - $5.26K
|
2.68K
$732K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
22+ 1.65% |
$4.32K - $5.26K
|
1.36K
$370K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
20+ 28.57% |
$3.92K - $4.78K
|
90
$24.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
20+ 0.78% |
$3.92K - $4.78K
|
2.6K
$709K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19+ 32.76% |
$3.73K - $4.55K
|
77
$21K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
15New |
$2.94K - $3.59K
|
15
$4.09K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
15+ 0.87% |
$2.94K - $3.59K
|
1.75K
$476K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
11+ 1.12% |
$2.16K - $2.63K
|
994
$271K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10New |
$1.96K - $2.39K
|
10
$2.73K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 56.25% |
$1.77K - $2.15K
|
25
$6.82K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9New |
$1.77K - $2.15K
|
9
$2.46K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
9+ 36.0% |
$1.77K - $2.15K
|
34
$9.28K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
7+ 0.26% |
$1.37K - $1.67K
|
2.65K
$724K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
6+ 0.05% |
$1.18K - $1.44K
|
11K
$2.99M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
6+ 0.16% |
$1.18K - $1.44K
|
3.69K
$1.01M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6+ 5.17% |
$1.18K - $1.44K
|
122
$33.3K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
6+ 1.85% |
$1.18K - $1.44K
|
331
$90.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6+ 0.51% |
$1.18K - $1.44K
|
1.18K
$323K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5+ 9.8% |
$981 - $1.2K
|
56
$15.3K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 66.67% |
$785 - $957
|
10
$2.73K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 12.0% |
$589 - $718
|
28
$7.64K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3+ 0.12% |
$589 - $718
|
2.51K
$686K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.98% |
$589 - $718
|
309
$84.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
2New |
$392 - $478
|
2
$546
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2+ 0.67% |
$392 - $478
|
302
$82.4K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 4.76% |
$392 - $478
|
44
$12K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
2+ 0.01% |
$392 - $478
|
17.5K
$4.78M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2+ 0.14% |
$392 - $478
|
1.42K
$387K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 1.42% |
$392 - $478
|
143
$39K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1+ 1.0% |
$196 - $239
|
101
$27.6K
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 5.0% |
$196 - $239
|
21
$5.73K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1New |
$196 - $239
|
1
$273
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1+ 0.05% |
$196 - $239
|
2.03K
$554K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 6.67% |
$196 - $239
|
16
$4.37K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1- 0.08% |
$196 - $239
|
1.26K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 25.0% |
$196 - $239
|
3
$818
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 3.64% |
$392 - $478
|
53
$14.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 25.0% |
$392 - $478
|
6
$1.64K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 75.0% |
$589 - $718
|
1
$273
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5- 0.05% |
$981 - $1.2K
|
9.25K
$2.52M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8- 19.51% |
$1.57K - $1.91K
|
33
$9K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-10- 16.67% |
$1.96K - $2.39K
|
50
$13.6K
|