Purchases and Sales Made in Q4 2023 in Avalonbay Communities Inc (AVB)
This table provides information about the institutional ownership of Avalonbay Communities Inc (AVB) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3+ 9.38% |
$488 - $574
|
35
$6.75K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$488 - $574
|
3
$579
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2New |
$325 - $383
|
2
$386
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
2+ 0.13% |
$325 - $383
|
1.53K
$296K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 50.0% |
$163 - $191
|
3
$579
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 1.64% |
$163 - $191
|
62
$12K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.88% |
$163 - $191
|
114
$22K
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 1.59% |
$163 - $191
|
62
$12K
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-1- 0.01% |
$163 - $191
|
7.49K
$1.44M
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-2- 0.12% |
$325 - $383
|
1.64K
$316K
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2- 0.07% |
$325 - $383
|
2.91K
$560K
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3- 0.24% |
$488 - $574
|
1.26K
$243K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 2.55% |
$650 - $766
|
153
$29.5K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4- 25.0% |
$650 - $766
|
12
$2.31K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4- 5.26% |
$650 - $766
|
72
$13.9K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-6- 33.33% |
$976 - $1.15K
|
12
$2.31K
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-6- 1.21% |
$976 - $1.15K
|
491
$94.7K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 7.69% |
$976 - $1.15K
|
72
$13.9K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7- 87.5% |
$1.14K - $1.34K
|
1
$193
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-9- 15.52% |
$1.46K - $1.72K
|
49
$9.45K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10- 3.16% |
$1.63K - $1.91K
|
306
$59K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11- 0.18% |
$1.79K - $2.11K
|
6.17K
$1.19M
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11- 14.67% |
$1.79K - $2.11K
|
64
$12.3K
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-12- 5.58% |
$1.95K - $2.3K
|
203
$39.1K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-13- 8.13% |
$2.11K - $2.49K
|
147
$28.3K
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-15- 0.92% |
$2.44K - $2.87K
|
1.62K
$313K
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-15- 0.98% |
$2.44K - $2.87K
|
1.52K
$293K
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-15- 0.9% |
$2.44K - $2.87K
|
1.66K
$320K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-17- 5.45% |
$2.76K - $3.25K
|
295
$56.9K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18- 52.94% |
$2.93K - $3.45K
|
16
$3.09K
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-18- 1.49% |
$2.93K - $3.45K
|
1.19K
$229K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-18- 81.82% |
$2.93K - $3.45K
|
4
$771
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-18- 48.65% |
$2.93K - $3.45K
|
19
$3.66K
|
|
Jan 23, 2024
Q4 2023
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-20- 0.54% |
$3.25K - $3.83K
|
3.71K
$715K
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-20- 0.17% |
$3.25K - $3.83K
|
11.8K
$2.27M
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-22- 0.07% |
$3.58K - $4.21K
|
29.3K
$5.65M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-22- 0.53% |
$3.58K - $4.21K
|
4.16K
$802K
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-23- 0.69% |
$3.74K - $4.4K
|
3.32K
$641K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-24- 10.34% |
$3.9K - $4.59K
|
208
$40.1K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-24- 26.37% |
$3.9K - $4.59K
|
67
$12.9K
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-25- 1.3% |
$4.06K - $4.79K
|
1.9K
$365K
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-26- 5.58% |
$4.23K - $4.98K
|
440
$84.8K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-30- 4.81% |
$4.88K - $5.74K
|
594
$115K
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-33- 1.14% |
$5.37K - $6.32K
|
2.86K
$551K
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-34- 10.15% |
$5.53K - $6.51K
|
301
$58K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-34- 16.43% |
$5.53K - $6.51K
|
173
$33.4K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-35- 97.22% |
$5.69K - $6.7K
|
1
$193
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-39- 0.59% |
$6.34K - $7.47K
|
6.55K
$1.26M
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-41- 3.5% |
$6.67K - $7.85K
|
1.13K
$218K
|