Purchases and Sales Made in Q3 2023 in Avalonbay Communities Inc (AVB)
This table provides information about the institutional ownership of Avalonbay Communities Inc (AVB) during Q3 2023. The information is specifically focused on institutions that hold shares of AVALONBAY COMMUNITIES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
34New |
$5.82K - $6.73K
|
34
$7.74K
|
|
|
Nov 09, 2023
Q3 2023
|
Capital Square, LLC
|
BUY
|
- |
33+ 1.63% |
$5.65K - $6.53K
|
2.06K
$469K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33+ 22.92% |
$5.65K - $6.53K
|
177
$40.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
32+ 12.65% |
$5.48K - $6.33K
|
285
$64.8K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
25New |
$4.28K - $4.95K
|
25
$5.69K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
23New |
$3.94K - $4.55K
|
23
$5.23K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 25.29% |
$3.77K - $4.35K
|
109
$24.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
17+ 40.48% |
$2.91K - $3.36K
|
59
$13.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
16+ 0.16% |
$2.74K - $3.17K
|
9.86K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
14+ 26.92% |
$2.4K - $2.77K
|
66
$15K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
14+ 10.77% |
$2.4K - $2.77K
|
144
$32.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
13+ 0.68% |
$2.23K - $2.57K
|
1.92K
$437K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
12New |
$2.06K - $2.37K
|
12
$2.73K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12New |
$2.06K - $2.37K
|
12
$2.73K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
11New |
$1.88K - $2.18K
|
11
$2.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
11+ 0.44% |
$1.88K - $2.18K
|
2.5K
$569K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 3.27% |
$1.71K - $1.98K
|
316
$71.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10+ 0.62% |
$1.71K - $1.98K
|
1.61K
$367K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
10+ 0.21% |
$1.71K - $1.98K
|
4.69K
$1.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9New |
$1.54K - $1.78K
|
9
$2.05K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8+ 0.05% |
$1.37K - $1.58K
|
15.5K
$3.52M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7+ 28.0% |
$1.2K - $1.39K
|
32
$7.28K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 13.73% |
$1.2K - $1.39K
|
58
$13.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
6+ 3.35% |
$1.03K - $1.19K
|
185
$42.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4+ 0.43% |
$685 - $792
|
945
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
4+ 0.09% |
$685 - $792
|
4.48K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3New |
$514 - $594
|
3
$683
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 2.17% |
$343 - $396
|
94
$21.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2+ 10.0% |
$343 - $396
|
22
$5.01K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 1.67% |
$171 - $198
|
61
$13.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$171 - $198
|
1
$228
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$171 - $198
|
1.26K
$287K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.43% |
$171 - $198
|
232
$52.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 1.32% |
$171 - $198
|
75
$17.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 1.16% |
$171 - $198
|
85
$19.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-2- 0.17% |
$343 - $396
|
1.21K
$274K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 2.56% |
$343 - $396
|
76
$17.3K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2Closed |
$343 - $396
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3- 0.74% |
$514 - $594
|
400
$91K
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
SELL
|
- |
-5- 0.3% |
$856 - $990
|
1.67K
$379K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 12.2% |
$856 - $990
|
36
$8.19K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-6- 13.64% |
$1.03K - $1.19K
|
38
$8.65K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-6- 0.25% |
$1.03K - $1.19K
|
2.4K
$546K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-6- 66.67% |
$1.03K - $1.19K
|
3
$683
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8- 0.49% |
$1.37K - $1.58K
|
1.64K
$373K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-11- 0.38% |
$1.88K - $2.18K
|
2.91K
$662K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12- 0.96% |
$2.06K - $2.37K
|
1.24K
$281K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 13.33% |
$2.06K - $2.37K
|
78
$17.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-13- 10.32% |
$2.23K - $2.57K
|
113
$25.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14- 8.19% |
$2.4K - $2.77K
|
157
$35.7K
|