Purchases and Sales Made in Q4 2021 in Essex Property Trust, Inc. (ESS)
This table provides information about the institutional ownership of Essex Property Trust, Inc. (ESS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
30New |
$9.76K - $10.7K
|
30
$8.18K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
29+ 4.45% |
$9.44K - $10.4K
|
681
$186K
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
29+ 966.67% |
$9.44K - $10.4K
|
32
$8.73K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
29+ 2.57% |
$9.44K - $10.4K
|
1.16K
$316K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
29+ 2.6% |
$9.44K - $10.4K
|
1.14K
$312K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28+ 0.02% |
$9.11K - $10K
|
167K
$45.5M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
28+ 3.99% |
$9.11K - $10K
|
730
$199K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
25New |
$8.14K - $8.93K
|
25
$6.82K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
23New |
$7.49K - $8.22K
|
23
$6.27K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
22+ 1.83% |
$7.16K - $7.86K
|
1.23K
$334K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
21+ 2.24% |
$6.84K - $7.5K
|
959
$262K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
20+ 0.63% |
$6.51K - $7.15K
|
3.22K
$878K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
20+ 0.25% |
$6.51K - $7.15K
|
8.17K
$2.23M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
16+ 1.51% |
$5.21K - $5.72K
|
1.08K
$294K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
16+ 0.64% |
$5.21K - $5.72K
|
2.51K
$684K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
15+ 0.22% |
$4.88K - $5.36K
|
6.99K
$1.91M
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
14+ 200.0% |
$4.56K - $5K
|
21
$5.73K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13+ 6.37% |
$4.23K - $4.64K
|
217
$59.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
12+ 46.15% |
$3.91K - $4.29K
|
38
$10.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
12+ 6.59% |
$3.91K - $4.29K
|
194
$52.9K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
11New |
$3.58K - $3.93K
|
11
$3K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 5.15% |
$3.25K - $3.57K
|
204
$55.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10New |
$3.25K - $3.57K
|
10
$2.73K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8+ 0.44% |
$2.6K - $2.86K
|
1.81K
$494K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.25% |
$2.6K - $2.86K
|
3.17K
$864K
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8+ 0.56% |
$2.6K - $2.86K
|
1.44K
$392K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
6+ 200.0% |
$1.95K - $2.14K
|
9
$2.46K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 42.86% |
$1.95K - $2.14K
|
20
$5.46K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
6+ 0.74% |
$1.95K - $2.14K
|
818
$223K
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5New |
$1.63K - $1.79K
|
5
$1.36K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
5+ 0.11% |
$1.63K - $1.79K
|
4.49K
$1.22M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
4+ 5.97% |
$1.3K - $1.43K
|
71
$19.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
4+ 0.42% |
$1.3K - $1.43K
|
966
$264K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
4New |
$1.3K - $1.43K
|
4
$1.09K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4New |
$1.3K - $1.43K
|
4
$1.09K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3New |
$976 - $1.07K
|
3
$818
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3+ 0.44% |
$976 - $1.07K
|
678
$185K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
3+ 0.98% |
$976 - $1.07K
|
310
$84.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 7.32% |
$976 - $1.07K
|
44
$12K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3New |
$976 - $1.07K
|
3
$818
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2+ 0.02% |
$651 - $715
|
10K
$2.73M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2+ 1.31% |
$651 - $715
|
155
$42.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
1New |
$325 - $357
|
1
$273
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.75% |
$325 - $357
|
135
$36.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 7.14% |
$325 - $357
|
15
$4.09K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1New |
$325 - $357
|
1
$273
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$325 - $357
|
2.45K
$669K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 11.11% |
$325 - $357
|
10
$2.73K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1- 0.01% |
$325 - $357
|
7.8K
$2.13M
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 1.15% |
$325 - $357
|
86
$23.5K
|