Purchases and Sales Made in Q4 2022 in Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR) during Q4 2022. The information is specifically focused on institutions that hold shares of EPR PROPERTIES.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
140+ 1.29% |
$5.01K - $5.83K
|
11K
$496K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
129New |
$4.62K - $5.37K
|
129
$5.79K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
101New |
$3.62K - $4.2K
|
101
$4.54K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.5% |
$3.58K - $4.16K
|
20.1K
$903K
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
100+ 0.26% |
$3.58K - $4.16K
|
38.4K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
91+ 1.29% |
$3.26K - $3.79K
|
7.16K
$321K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
86+ 0.85% |
$3.08K - $3.58K
|
10.2K
$456K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
83+ 43.92% |
$2.97K - $3.45K
|
272
$12.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
81+ 8.95% |
$2.9K - $3.37K
|
986
$44.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
72+ 600.0% |
$2.58K - $3K
|
84
$3.77K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
68New |
$2.43K - $2.83K
|
68
$3.05K
|
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
67New |
$2.4K - $2.79K
|
67
$3.01K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
55+ 3.43% |
$1.97K - $2.29K
|
1.66K
$74.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
53New |
$1.9K - $2.21K
|
53
$2.38K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
52New |
$1.86K - $2.16K
|
52
$2.34K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
49New |
$1.75K - $2.04K
|
49
$2.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
49+ 0.62% |
$1.75K - $2.04K
|
7.95K
$357K
|
|
|
Jan 17, 2023
Q4 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
49+ 0.06% |
$1.75K - $2.04K
|
89.1K
$4M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
44+ 3.49% |
$1.58K - $1.83K
|
1.31K
$58.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
42+ 17.36% |
$1.5K - $1.75K
|
284
$12.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
41+ 40.2% |
$1.47K - $1.71K
|
143
$6.42K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
38+ 0.4% |
$1.36K - $1.58K
|
9.57K
$430K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
36+ 0.16% |
$1.29K - $1.5K
|
23.2K
$1.04M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
34New |
$1.22K - $1.41K
|
34
$1.53K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
33+ 6.59% |
$1.18K - $1.37K
|
534
$24K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
29+ 9.73% |
$1.04K - $1.21K
|
327
$14.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24+ 21.62% |
$859 - $999
|
135
$6.06K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
23New |
$823 - $957
|
23
$1.03K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22New |
$788 - $915
|
22
$988
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19New |
$680 - $791
|
19
$853
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
18+ 38.3% |
$644 - $749
|
65
$2.92K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
16+ 100.0% |
$573 - $666
|
32
$1.44K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
12New |
$430 - $499
|
12
$539
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9New |
$322 - $374
|
9
$404
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
9+ 0.39% |
$322 - $374
|
2.32K
$104K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
7+ 3.3% |
$251 - $291
|
219
$9.84K
|
|
|
Dec 09, 2024
Q4 2022
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
7+ 0.01% |
$251 - $291
|
119K
$5.33M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4New |
$143 - $166
|
4
$180
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
4New |
$143 - $166
|
4
$180
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 2.44% |
$71.6 - $83.2
|
84
$3.77K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 2.04% |
$71.6 - $83.2
|
100
$4.49K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-11- 0.47% |
$394 - $458
|
2.32K
$104K
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-11- 0.47% |
$394 - $458
|
2.32K
$104K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-17Closed |
$609 - $707
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-28- 31.82% |
$1K - $1.17K
|
60
$2.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-37- 4.82% |
$1.32K - $1.54K
|
731
$32.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-41- 2.15% |
$1.47K - $1.71K
|
1.86K
$83.7K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-72- 0.69% |
$2.58K - $3K
|
10.3K
$464K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-91- 1.39% |
$3.26K - $3.79K
|
6.44K
$289K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-110- 19.68% |
$3.94K - $4.58K
|
449
$20.2K
|