Purchases and Sales Made in Q1 2023 in Equity Comwlth Cum Red Pfd Se (EQCPRD)
This table provides information about the institutional ownership of Equity Comwlth Cum Red Pfd Se (EQCPRD) during Q1 2023. The information is specifically focused on institutions that hold shares of EQUITY COMWLTH CUM RED PFD SE .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
103K+ 120.41% |
N/A
|
188K
$0
|
|
May 12, 2023
Q1 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
98.6K+ 67.01% |
N/A
|
246K
$0
|
|
Jun 06, 2023
Q1 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
33.9K+ 3903.57% |
N/A
|
34.8K
$0
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
20.1K+ 26.88% |
N/A
|
95K
$0
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
18KNew |
N/A
|
18K
$0
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13KNew |
N/A
|
13K
$0
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.93K+ 2.44% |
N/A
|
374K
$0
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.99K+ 1390.26% |
N/A
|
6.42K
$0
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.91K+ 27.68% |
N/A
|
13.4K
$0
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
714New |
N/A
|
714
$0
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
513+ 0.54% |
N/A
|
95K
$0
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
397+ 1.46% |
N/A
|
27.6K
$0
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
363+ 23.51% |
N/A
|
1.91K
$0
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
91New |
N/A
|
91
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-91- 4.92% |
N/A
|
1.76K
$0
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-225- 1.35% |
N/A
|
16.5K
$0
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-258- 1.08% |
N/A
|
23.6K
$0
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-318- 29.64% |
N/A
|
755
$0
|
|
May 15, 2023
Q1 2023
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-351- 0.42% |
N/A
|
83.9K
$0
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-481- 0.5% |
N/A
|
95.1K
$0
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-587- 0.57% |
N/A
|
103K
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-748- 20.19% |
N/A
|
2.96K
$0
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-779- 6.71% |
N/A
|
10.8K
$0
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.6K- 5.97% |
N/A
|
25.2K
$0
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.18K- 11.25% |
N/A
|
17.2K
$0
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.27K- 45.32% |
N/A
|
3.95K
$0
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-7.56K- 8.55% |
N/A
|
80.8K
$0
|
|
Jun 05, 2023
Q1 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-34.6K- 97.55% |
N/A
|
868
$0
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-47.5K- 78.49% |
N/A
|
13K
$0
|