Latest Institutional Transactions on Equity Comwlth Cum Red Pfd Se (EQCPRD)
This table provides information on the latest institutional transactions involving Equity Comwlth Cum Red Pfd Se (EQCPRD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
37+ 148.0% |
N/A
|
62
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-513- 7.26% |
N/A
|
6.55K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.6KNew |
N/A
|
31.6K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
655+ 0.88% |
N/A
|
75.5K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Maren Capital LLC
Chicago, IL |
BUY
|
- |
3.35K+ 3.63% |
N/A
|
95.5K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-5.87K- 5.6% |
N/A
|
98.9K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-900- 54.12% |
N/A
|
763
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.42K- 42.84% |
N/A
|
1.9K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-2.03K- 3.06% |
N/A
|
64.3K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
269+ 1.04% |
N/A
|
26.1K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-518- 3.39% |
N/A
|
14.8K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.05K- 2.62% |
N/A
|
76.3K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-200- 5.97% |
N/A
|
3.15K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
362K+ 93.58% |
N/A
|
748K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-850- 1.14% |
N/A
|
73.9K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
399+ 1.06% |
N/A
|
37.9K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
N/A
|
2K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.68K- 5.47% |
N/A
|
29K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-5K- 89.5% |
N/A
|
586
$0
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
300+ 6.19% |
N/A
|
5.15K
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-105- 0.1% |
N/A
|
103K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.59KNew |
N/A
|
9.59K
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 1.61% |
N/A
|
315
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4+ 0.16% |
N/A
|
2.47K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-5.9K- 2.65% |
N/A
|
217K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-200- 3.26% |
N/A
|
5.94K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.17KNew |
N/A
|
1.17K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Digital Bridge Group, Inc.
Boca Raton, FL |
BUY
|
- |
8.73K+ 10.27% |
N/A
|
93.7K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-9.84K- 2.23% |
N/A
|
432K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
91New |
N/A
|
91
$0
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.41K+ 5.99% |
N/A
|
42.6K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
53New |
N/A
|
53
$0
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
400+ 20.61% |
N/A
|
2.34K
$0
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-19- 0.07% |
N/A
|
26.4K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
22+ 0.27% |
N/A
|
8.25K
$0
|
|
| Q4 2023 | |||||||
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
8KNew |
N/A
|
8K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
74.8KNew |
N/A
|
74.8K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
270+ 54.0% |
N/A
|
770
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-9- 9.0% |
N/A
|
91
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
100New |
N/A
|
100
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
960New |
N/A
|
960
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.96K- 49.52% |
N/A
|
1.99K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5KNew |
N/A
|
5K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
100New |
N/A
|
100
$0
|
|
| Q1 2023 | |||||||
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13KNew |
N/A
|
13K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
714New |
N/A
|
714
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
18KNew |
N/A
|
18K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-133K- 57.11% |
N/A
|
100K
$0
|
|