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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
606New |
N/A
|
606
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4.2KNew |
N/A
|
4.2K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
500New |
N/A
|
500
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
900New |
N/A
|
900
$0
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
160New |
N/A
|
160
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
BUY
|
- |
1.7KNew |
N/A
|
1.7K
$0
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-37.7KClosed |
N/A
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
57New |
N/A
|
57
$0
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.65KNew |
N/A
|
5.65K
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
8.81KNew |
N/A
|
8.81K
$0
|
|
| Q4 2021 | |||||||
|
Mar 09, 2022
Q4 2021
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
9.34KNew |
N/A
|
9.34K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
714New |
N/A
|
714
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
15KNew |
N/A
|
15K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.87KNew |
N/A
|
8.87K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
7.86KNew |
N/A
|
7.86K
$0
|
|
| Q3 2021 | |||||||
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-295Closed |
N/A
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-89.7KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7.5KClosed |
N/A
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.3KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-3.5KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.24KClosed |
N/A
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-22.5KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.35KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 23, 2020
Q1 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-5KClosed |
N/A
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 05, 2020
Q4 2019
|
Ldr Capital Management LLC
New York, NY |
SELL
|
- |
-19.2KClosed |
N/A
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.11KClosed |
N/A
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 15, 2019
Q2 2019
|
Spirit Of America Management Corp
|
SELL
|
- |
-6KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Western Standard LLC
Los Angeles, CA |
SELL
|
- |
-9.21KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-392KClosed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-54.4KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 11, 2018
Q1 2018
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-8.1KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Sep 13, 2021
Q4 2017
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-800Closed |
N/A
|
0
$0
|
|