Purchases and Sales Made in Q4 2024 in Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR) during Q4 2024. 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 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
10.7KNew |
$461K - $528K
|
10.7K
$501K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.1K+ 5.87% |
$350K - $400K
|
146K
$6.84M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
5.71KNew |
$246K - $282K
|
5.71K
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.79K+ 35.67% |
$207K - $237K
|
18.2K
$854K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.22K+ 9.46% |
$95.6K - $109K
|
25.6K
$1.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
302+ 36.61% |
$13K - $14.9K
|
1.13K
$52.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
145+ 1611.11% |
$6.26K - $7.16K
|
154
$7.21K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
73+ 3.66% |
$3.15K - $3.61K
|
2.07K
$96.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
71+ 1.16% |
$3.07K - $3.51K
|
6.19K
$290K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
68+ 4.58% |
$2.94K - $3.36K
|
1.55K
$72.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
53+ 2650.0% |
$2.29K - $2.62K
|
55
$2.58K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
26+ 6.1% |
$1.12K - $1.28K
|
452
$21.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
24New |
$1.04K - $1.19K
|
24
$1.12K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
22New |
$950 - $1.09K
|
22
$1.03K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 1.95% |
$432 - $494
|
523
$24.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 3.7% |
$43.2 - $49.4
|
28
$1.31K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1+ 0.18% |
$43.2 - $49.4
|
561
$26.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-21- 1.33% |
$907 - $1.04K
|
1.56K
$73.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-22- 0.16% |
$950 - $1.09K
|
13.9K
$653K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-87- 0.27% |
$3.76K - $4.3K
|
32.4K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-179- 78.17% |
$7.73K - $8.84K
|
50
$2.34K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-196- 2.27% |
$8.46K - $9.68K
|
8.43K
$395K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-286- 2.5% |
$12.3K - $14.1K
|
11.1K
$522K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.08K- 4.27% |
$89.9K - $103K
|
46.6K
$2.18M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-5K- 13.0% |
$216K - $247K
|
33.5K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-6.12K- 13.71% |
$264K - $302K
|
38.5K
$1.8M
|