Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
389KNew |
N/A
|
389K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Maren Capital LLC
Chicago, IL |
BUY
|
- |
77.8KNew |
N/A
|
77.8K
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
74.8KNew |
N/A
|
74.8K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Digital Bridge Group, Inc.
Boca Raton, FL |
BUY
|
- |
35.9KNew |
N/A
|
35.9K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
27.5K+ 6.52% |
N/A
|
450K
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
9.22K+ 4.33% |
N/A
|
222K
$0
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
8KNew |
N/A
|
8K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.76K+ 19.06% |
N/A
|
23.5K
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.2K+ 37.03% |
N/A
|
8.14K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
832+ 11.38% |
N/A
|
8.14K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
270+ 54.0% |
N/A
|
770
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
188+ 10.93% |
N/A
|
1.91K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
100New |
N/A
|
100
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
20+ 0.24% |
N/A
|
8.23K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-9- 9.0% |
N/A
|
91
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-15- 0.62% |
N/A
|
2.42K
$0
|
|
|
Feb 20, 2024
Q4 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-105- 0.28% |
N/A
|
36.9K
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-223- 74.33% |
N/A
|
77
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-344- 17.14% |
N/A
|
1.66K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-952- 3.48% |
N/A
|
26.4K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.22K- 1.4% |
N/A
|
86K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.46K- 16.59% |
N/A
|
7.36K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.76K- 5.16% |
N/A
|
32.3K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.01K- 49.81% |
N/A
|
2.03K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.05K- 9.52% |
N/A
|
19.5K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-3.38K- 4.06% |
N/A
|
79.9K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-4.3K- 32.64% |
N/A
|
8.88K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-4.5K- 5.92% |
N/A
|
71.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-9.14K- 6.86% |
N/A
|
124K
$0
|