Purchases and Sales Made in Q4 2024 in Avalonbay Communities Inc (AVB)
This table provides information about the institutional ownership of Avalonbay Communities Inc (AVB) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
32New |
$6.92K - $7.61K
|
32
$6.46K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
31+ 11.07% |
$6.7K - $7.37K
|
311
$62.8K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
31+ 1.9% |
$6.7K - $7.37K
|
1.66K
$335K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28+ 0.89% |
$6.06K - $6.66K
|
3.17K
$641K
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
28+ 3.05% |
$6.06K - $6.66K
|
946
$191K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
27+ 5.39% |
$5.84K - $6.42K
|
528
$107K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
25New |
$5.41K - $5.95K
|
25
$5.05K
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
23+ 13.22% |
$4.97K - $5.47K
|
197
$39.8K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
22New |
$4.76K - $5.23K
|
22
$4.44K
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
22+ 19.47% |
$4.76K - $5.23K
|
135
$27.3K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 19.05% |
$4.33K - $4.76K
|
125
$25.2K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
19New |
$4.11K - $4.52K
|
19
$3.84K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
19+ 0.78% |
$4.11K - $4.52K
|
2.47K
$498K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
18+ 0.72% |
$3.89K - $4.28K
|
2.51K
$508K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
17New |
$3.68K - $4.04K
|
17
$3.43K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
16+ 8.94% |
$3.46K - $3.8K
|
195
$39.4K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16+ 0.53% |
$3.46K - $3.8K
|
3.02K
$610K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
16+ 13.91% |
$3.46K - $3.8K
|
131
$26.5K
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
15New |
$3.24K - $3.57K
|
15
$3.03K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
14+ 43.75% |
$3.03K - $3.33K
|
46
$9.29K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
14+ 116.67% |
$3.03K - $3.33K
|
26
$5.25K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
14+ 116.67% |
$3.03K - $3.33K
|
26
$5.25K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
14+ 8.19% |
$3.03K - $3.33K
|
185
$37.4K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
14+ 1.19% |
$3.03K - $3.33K
|
1.19K
$241K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
13New |
$2.81K - $3.09K
|
13
$2.63K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
13New |
$2.81K - $3.09K
|
13
$2.63K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13New |
$2.81K - $3.09K
|
13
$2.63K
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
12+ 0.17% |
$2.6K - $2.85K
|
6.88K
$1.39M
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
11New |
$2.38K - $2.62K
|
11
$2.22K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
10+ 0.27% |
$2.16K - $2.38K
|
3.71K
$750K
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
10+ 0.98% |
$2.16K - $2.38K
|
1.04K
$209K
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
10+ 0.8% |
$2.16K - $2.38K
|
1.25K
$253K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
10New |
$2.16K - $2.38K
|
10
$2.02K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9+ 14.29% |
$1.95K - $2.14K
|
72
$14.5K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
9+ 0.2% |
$1.95K - $2.14K
|
4.51K
$911K
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
9+ 0.83% |
$1.95K - $2.14K
|
1.1K
$221K
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8+ 0.47% |
$1.73K - $1.9K
|
1.7K
$342K
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
8New |
$1.73K - $1.9K
|
8
$1.62K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
8+ 0.87% |
$1.73K - $1.9K
|
929
$188K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$1.51K - $1.66K
|
7
$1.41K
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7+ 36.84% |
$1.51K - $1.66K
|
26
$5.25K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7New |
$1.51K - $1.66K
|
7
$1.41K
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
7+ 46.67% |
$1.51K - $1.66K
|
22
$4.44K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 3.82% |
$1.3K - $1.43K
|
163
$32.9K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6New |
$1.3K - $1.43K
|
6
$1.21K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
6New |
$1.3K - $1.43K
|
6
$1.21K
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
6New |
$1.3K - $1.43K
|
6
$1.21K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 2.99% |
$1.08K - $1.19K
|
172
$34.7K
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5+ 0.24% |
$1.08K - $1.19K
|
2.06K
$416K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 15.63% |
$1.08K - $1.19K
|
37
$7.47K
|