Latest Institutional Purchases of Epr Properties (EPR)
This list provides information on the latest institutional transactions involving Epr Properties (EPR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
88+ 179.59% |
$3.83K - $4.92K
|
137
$6.07K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
54New |
$2.35K - $3.02K
|
54
$2.39K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
20New |
$871 - $1.12K
|
20
$886
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
16New |
$697 - $894
|
16
$708
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
5+ 62.5% |
$218 - $279
|
13
$576
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3New |
$131 - $168
|
3
$133
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.41% |
$43.6 - $55.9
|
245
$10.8K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
184KNew |
$7.83M - $10.3M
|
184K
$8.14M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
160+ 12.64% |
$6.81K - $8.96K
|
1.43K
$63.1K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
14New |
$596 - $784
|
14
$620
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
69New |
$3.01K - $3.72K
|
69
$3.06K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
35New |
$1.53K - $1.88K
|
35
$1.55K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.31KNew |
$204K - $239K
|
4.31K
$191K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
821New |
$38.8K - $45.4K
|
821
$36.4K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
100New |
$4.72K - $5.53K
|
100
$4.43K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
68New |
$3.09K - $3.74K
|
68
$3.01K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
10New |
$454 - $550
|
10
$443
|
|
|
Aug 16, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Littlejohn & CO LLC
|
BUY
|
- |
130KNew |
$4.03M - $6.58M
|
130K
$5.77M
|
|
|
May 14, 2021
Q1 2021
|
Anson Funds Management LP
Dallas, TX |
BUY
|
CALL |
25.5KNew |
$789K - $1.29M
|
25.5K
$1.13M
|
|
|
May 17, 2021
Q1 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
13.2KNew |
$408K - $666K
|
13.2K
$584K
|
|
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
10KNew |
$309K - $505K
|
10K
$443K
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
PUT |
226K+ 251.22% |
$4.87M - $9.15M
|
316K
$14M
|
|
|
Feb 16, 2021
Q4 2020
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
207KNew |
$4.46M - $8.38M
|
207K
$9.17M
|
|
|
Feb 10, 2021
Q4 2020
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
88.8KNew |
$1.91M - $3.59M
|
88.8K
$3.93M
|
|
|
Feb 12, 2021
Q4 2020
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
2.2KNew |
$47.4K - $89.1K
|
2.2K
$97.4K
|
|
|
Feb 12, 2021
Q4 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
450New |
$9.7K - $18.2K
|
450
$19.9K
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
225New |
$4.85K - $9.11K
|
225
$9.96K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
175New |
$3.77K - $7.08K
|
175
$7.75K
|
|
|
Feb 08, 2021
Q4 2020
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
114New |
$2.46K - $4.61K
|
114
$5.05K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Jet Capital Investors L P
New York, NY |
BUY
|
PUT |
100KNew |
$2.66M - $3.44M
|
100K
$4.43M
|
|
|
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
188New |
$5K - $6.47K
|
188
$8.32K
|
|
|
Nov 10, 2020
Q3 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7New |
$186 - $241
|
7
$310
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
200New |
$3.96K - $8.8K
|
200
$8.86K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
85+ 15.32% |
$1.68K - $3.74K
|
640
$28.3K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
37KNew |
$515K - $2.71M
|
37K
$1.64M
|
|
|
Jan 19, 2021
Q1 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
283New |
$3.94K - $20.7K
|
283
$12.5K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
4.8KNew |
$351K - $381K
|
4.8K
$213K
|
|
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
2.99KNew |
$219K - $238K
|
2.99K
$132K
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
17New |
$1.24K - $1.35K
|
17
$753
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
690New |
$43.8K - $49.3K
|
690
$30.6K
|
|
|
Feb 08, 2019
Q4 2018
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
136New |
$8.63K - $9.72K
|
136
$6.02K
|
|
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
13New |
$825 - $929
|
13
$576
|
|
| Q3 2018 | |||||||
|
Oct 17, 2018
Q3 2018
|
Founders Financial Securities LLC
|
BUY
|
- |
11.6KNew |
$751K - $818K
|
11.6K
$515K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
9.49KNew |
$613K - $667K
|
9.49K
$420K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.01KNew |
$53.6K - $66.7K
|
1.01K
$44.7K
|
|
| Q1 2018 | |||||||
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
150New |
$7.98K - $9.67K
|
150
$6.64K
|
|
| Q4 2017 | |||||||
|
Feb 12, 2018
Q4 2017
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
5KNew |
$316K - $357K
|
5K
$221K
|
|
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
20New |
$1.26K - $1.43K
|
20
$886
|
|
| Q2 2017 | |||||||
|
Aug 07, 2017
Q2 2017
|
Mufg Americas Holdings Corp
|
BUY
|
- |
97New |
N/A
|
97
$4.3K
|
|