Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
49.3K+ 58.74% |
N/A
|
133K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
34.4K+ 9.19% |
N/A
|
409K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
20.5K+ 10.89% |
N/A
|
209K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
19.2K+ 7.83% |
N/A
|
265K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5KNew |
N/A
|
5K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.96K+ 22.1% |
N/A
|
16.4K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
960New |
N/A
|
960
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
681+ 38.69% |
N/A
|
2.44K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
556+ 40.14% |
N/A
|
1.94K
$0
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
155+ 20.53% |
N/A
|
910
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
100New |
N/A
|
100
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
100+ 5.24% |
N/A
|
2.01K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-467- 1.34% |
N/A
|
34.3K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-697- 2.52% |
N/A
|
26.9K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-779- 7.19% |
N/A
|
10.1K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-885- 29.93% |
N/A
|
2.07K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.6K- 5.97% |
N/A
|
25.2K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.96K- 49.52% |
N/A
|
1.99K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.26K- 35.11% |
N/A
|
4.17K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-3.54K- 20.57% |
N/A
|
13.7K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-4.41K- 5.46% |
N/A
|
76.4K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.11K- 7.88% |
N/A
|
94.9K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-9.89K- 10.4% |
N/A
|
85.2K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.7K- 62.23% |
N/A
|
8.9K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-20.1K- 21.18% |
N/A
|
74.9K
$0
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-20.1K- 21.18% |
N/A
|
74.9K
$0
|