Latest Institutional Transactions on Equity Residential (EQR)
This table provides information on the latest institutional transactions involving Equity Residential (EQR) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
184+ 5.02% |
$10.9K - $12.3K
|
3.85K
$292K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
3.19KNew |
$190K - $213K
|
3.19K
$242K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
564+ 14.43% |
$33.5K - $37.6K
|
4.47K
$339K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
930New |
$55.2K - $62K
|
930
$70.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
6+ 0.03% |
$356 - $400
|
19K
$1.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.24KNew |
$192K - $216K
|
3.24K
$245K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
4.36KNew |
$259K - $291K
|
4.36K
$330K
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
3.2KNew |
$190K - $214K
|
3.2K
$243K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-284- 51.26% |
$16.9K - $18.9K
|
270
$20.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
4.29KNew |
$255K - $286K
|
4.29K
$325K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$297 - $334
|
5
$379
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.35KNew |
$318K - $357K
|
5.35K
$405K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.19KNew |
$190K - $213K
|
3.19K
$242K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5New |
$297 - $334
|
5
$379
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
2.03K+ 14.99% |
$121K - $136K
|
15.6K
$1.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Goodwin Daniel L
|
SELL
|
- |
-5K- 23.57% |
$297K - $334K
|
16.2K
$1.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.25KNew |
$193K - $217K
|
3.25K
$246K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
22New |
$1.31K - $1.47K
|
22
$1.67K
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-6.39K- 33.11% |
$380K - $427K
|
12.9K
$979K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
19New |
$1.13K - $1.27K
|
19
$1.44K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-20- 12.5% |
$1.19K - $1.33K
|
140
$10.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
15.3KNew |
$909K - $1.02M
|
15.3K
$1.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
3.66KNew |
$217K - $244K
|
3.66K
$277K
|
|
| Q1 2023 | |||||||
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.32KNew |
$351K - $421K
|
6.32K
$479K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
185New |
$10.3K - $12.3K
|
185
$14K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
26+ 1.77% |
$1.44K - $1.73K
|
1.5K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
33.4KNew |
$1.85M - $2.22M
|
33.4K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-25.4K- 16.17% |
$1.41M - $1.69M
|
132K
$9.97M
|
|
|
May 15, 2023
Q1 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1.44MNew |
$79.8M - $95.8M
|
1.44M
$109M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
84+ 20.95% |
$4.66K - $5.59K
|
485
$36.8K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-7.29K- 62.52% |
$404K - $485K
|
4.37K
$331K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
47New |
$2.61K - $3.13K
|
47
$3.56K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-13.5K- 41.12% |
$749K - $900K
|
19.3K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
2.5KNew |
$139K - $166K
|
2.5K
$189K
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
5.7K+ 116.33% |
$316K - $380K
|
10.6K
$803K
|
|
|
May 15, 2023
Q1 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
SELL
|
- |
-306- 6.13% |
$17K - $20.4K
|
4.68K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
4.22KNew |
$234K - $281K
|
4.22K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11- 2.68% |
$610 - $732
|
400
$30.3K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
16.2KNew |
$896K - $1.08M
|
16.2K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Long Pond Capital, LP
New York, NY |
BUY
|
- |
148K+ 13.76% |
$8.19M - $9.84M
|
1.22M
$92.6M
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
450+ 5.8% |
$25K - $30K
|
8.21K
$622K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
13.1KNew |
$725K - $871K
|
13.1K
$991K
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
9.56KNew |
$530K - $636K
|
9.56K
$724K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1KNew |
$55.5K - $66.6K
|
1K
$75.8K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.12MNew |
$173M - $208M
|
3.12M
$237M
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-43.8K- 88.67% |
$2.43M - $2.91M
|
5.59K
$424K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
4New |
$222 - $266
|
4
$303
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
13.5KNew |
$747K - $897K
|
13.5K
$1.02M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
372New |
$20.6K - $24.8K
|
372
$28.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 3.85% |
$55.5 - $66.6
|
27
$2.05K
|
|