Purchases and Sales Made in Q2 2023 in Equinix Inc (EQIX)
This table provides information about the institutional ownership of Equinix Inc (EQIX) during Q2 2023. The information is specifically focused on institutions that hold shares of EQUINIX INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1New |
$675 - $784
|
1
$934
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.2% |
$675 - $784
|
84
$78.4K
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1+ 0.32% |
$675 - $784
|
314
$293K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1- 1.19% |
$675 - $784
|
83
$77.5K
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1- 2.38% |
$675 - $784
|
41
$38.3K
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 4.0% |
$675 - $784
|
24
$22.4K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.29% |
$675 - $784
|
339
$316K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 3.13% |
$675 - $784
|
31
$28.9K
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 50.0% |
$675 - $784
|
1
$934
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1- 1.1% |
$675 - $784
|
90
$84K
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2- 0.39% |
$1.35K - $1.57K
|
508
$474K
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-2- 0.38% |
$1.35K - $1.57K
|
524
$489K
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2- 0.12% |
$1.35K - $1.57K
|
1.64K
$1.53M
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-2- 2.56% |
$1.35K - $1.57K
|
76
$71K
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2- 2.94% |
$1.35K - $1.57K
|
66
$61.6K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2- 1.96% |
$1.35K - $1.57K
|
100
$93.4K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 0.31% |
$1.35K - $1.57K
|
647
$604K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2- 0.33% |
$1.35K - $1.57K
|
603
$563K
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-3- 1.11% |
$2.03K - $2.35K
|
267
$249K
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-3- 0.07% |
$2.03K - $2.35K
|
4.05K
$3.78M
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3- 0.33% |
$2.03K - $2.35K
|
900
$840K
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3- 0.77% |
$2.03K - $2.35K
|
387
$361K
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-4- 0.18% |
$2.7K - $3.14K
|
2.18K
$2.04M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4- 1.16% |
$2.7K - $3.14K
|
340
$317K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-4- 7.02% |
$2.7K - $3.14K
|
53
$49.5K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-4- 0.13% |
$2.7K - $3.14K
|
3.06K
$2.85M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4- 4.88% |
$2.7K - $3.14K
|
78
$72.8K
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4- 0.4% |
$2.7K - $3.14K
|
1K
$935K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5- 45.45% |
$3.38K - $3.92K
|
6
$5.6K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-5- 0.27% |
$3.38K - $3.92K
|
1.87K
$1.75M
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-5- 0.2% |
$3.38K - $3.92K
|
2.45K
$2.29M
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5- 5.81% |
$3.38K - $3.92K
|
81
$75.6K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 3.73% |
$3.38K - $3.92K
|
129
$120K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-6- 2.71% |
$4.05K - $4.7K
|
215
$201K
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6- 0.99% |
$4.05K - $4.7K
|
600
$560K
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-6- 0.16% |
$4.05K - $4.7K
|
3.64K
$3.4M
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-6- 0.27% |
$4.05K - $4.7K
|
2.22K
$2.07M
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-6- 0.41% |
$4.05K - $4.7K
|
1.44K
$1.35M
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-6- 23.08% |
$4.05K - $4.7K
|
20
$18.7K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-6- 66.67% |
$4.05K - $4.7K
|
3
$2.8K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-7- 10.77% |
$4.73K - $5.49K
|
58
$54.1K
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-7- 2.17% |
$4.73K - $5.49K
|
315
$294K
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-8- 1.92% |
$5.4K - $6.27K
|
408
$381K
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-9- 12.86% |
$6.08K - $7.06K
|
61
$56.9K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9- 2.24% |
$6.08K - $7.06K
|
392
$366K
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-10- 2.64% |
$6.75K - $7.84K
|
369
$344K
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-10- 0.29% |
$6.75K - $7.84K
|
3.48K
$3.25M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11- 1.87% |
$7.43K - $8.62K
|
578
$540K
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-11- 2.49% |
$7.43K - $8.62K
|
430
$401K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11- 1.61% |
$7.43K - $8.62K
|
672
$627K
|