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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6New |
$319 - $375
|
6
$399
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-38.4K- 99.12% |
$2.04M - $2.4M
|
342
$22.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
113New |
$6.01K - $7.06K
|
113
$7.52K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-328- 3.41% |
$17.4K - $20.5K
|
9.28K
$618K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
16.8KNew |
$892K - $1.05M
|
16.8K
$1.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
890New |
$47.3K - $55.6K
|
890
$59.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
40+ 1.36% |
$2.13K - $2.5K
|
2.98K
$198K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
51New |
$2.71K - $3.19K
|
51
$3.39K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
102+ 217.02% |
$5.43K - $6.38K
|
149
$9.91K
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-3.04K- 18.43% |
$161K - $190K
|
13.4K
$894K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
22New |
$1.17K - $1.38K
|
22
$1.46K
|
|
|
Jan 25, 2024
Q4 2023
|
Jlp Asset Management, LLC
New York, NY |
SELL
|
- |
-28.6K- 17.63% |
$1.52M - $1.79M
|
134K
$8.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
498+ 5.89% |
$26.5K - $31.1K
|
8.95K
$596K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
47New |
$2.5K - $2.94K
|
47
$3.13K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
18.2KNew |
$966K - $1.13M
|
18.2K
$1.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-261- 72.3% |
$13.9K - $16.3K
|
100
$6.65K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-79- 41.58% |
$4.2K - $4.94K
|
111
$7.38K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
407+ 206.6% |
$21.6K - $25.4K
|
604
$40.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
600New |
$31.9K - $37.5K
|
600
$39.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
32New |
$1.7K - $2K
|
32
$2.13K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-3.48K- 41.05% |
$185K - $218K
|
5K
$333K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
454New |
$24.1K - $28.4K
|
454
$30.2K
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
116K+ 70.68% |
$6.78M - $8.02M
|
280K
$18.7M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-150- 8.57% |
$8.77K - $10.4K
|
1.6K
$106K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.59K+ 8.44% |
$268K - $317K
|
58.9K
$3.92M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-445- 5.72% |
$26K - $30.7K
|
7.34K
$488K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
158New |
$9.23K - $10.9K
|
158
$10.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-79- 98.75% |
$4.62K - $5.46K
|
1
$66.5
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
499+ 11.25% |
$29.2K - $34.5K
|
4.93K
$328K
|
|
|
Nov 14, 2023
Q3 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
675New |
$39.4K - $46.6K
|
675
$44.9K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-158- 10.96% |
$9.23K - $10.9K
|
1.28K
$85.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-549- 12.34% |
$32.1K - $37.9K
|
3.9K
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
166+ 3.33% |
$9.7K - $11.5K
|
5.16K
$343K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-12- 75.0% |
$701 - $829
|
4
$266
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1.15K- 24.93% |
$67.4K - $79.6K
|
3.47K
$231K
|
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
7.53K+ 6.33% |
$440K - $520K
|
126K
$8.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
150+ 13.56% |
$8.77K - $10.4K
|
1.26K
$83.6K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 16.67% |
$117 - $138
|
10
$665
|
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
BUY
|
- |
2.12K+ 57.94% |
$124K - $147K
|
5.79K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
195New |
$11.4K - $13.5K
|
195
$13K
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.4KNew |
$374K - $442K
|
6.4K
$426K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
30+ 1.93% |
$1.75K - $2.07K
|
1.58K
$105K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-1.14M- 81.86% |
$66.6M - $78.7M
|
253K
$16.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
15.8K+ 4.7% |
$922K - $1.09M
|
351K
$23.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
29+ 63.04% |
$1.69K - $2K
|
75
$4.99K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
900New |
$52.6K - $62.2K
|
900
$59.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
6.4K+ 128.72% |
$374K - $442K
|
11.4K
$757K
|
|
|
Nov 07, 2023
Q3 2023
|
Park Circle CO
|
BUY
|
- |
15KNew |
$878K - $1.04M
|
15K
$1M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-700- 4.01% |
$40.9K - $48.3K
|
16.8K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1- 11.11% |
$58.4 - $69.1
|
8
$532
|
|