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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
13.5KNew |
$747K - $897K
|
13.5K
$1.04M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
372New |
$20.6K - $24.8K
|
372
$28.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 3.85% |
$55.5 - $66.6
|
27
$2.09K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.95KNew |
$108K - $130K
|
1.95K
$151K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
102New |
$5.66K - $6.79K
|
102
$7.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
147New |
$8.15K - $9.79K
|
147
$11.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
50.1KNew |
$2.78M - $3.34M
|
50.1K
$3.88M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40New |
$2.22K - $2.66K
|
40
$3.1K
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-9.87K- 56.82% |
$547K - $657K
|
7.5K
$581K
|
|
| Q4 2022 | |||||||
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
500+ 2.5% |
$29.4K - $34.2K
|
20.5K
$1.59M
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
20.1KNew |
$1.18M - $1.37M
|
20.1K
$1.56M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.91KNew |
$112K - $131K
|
1.91K
$148K
|
|
|
Feb 14, 2023
Q4 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
6.14KNew |
$361K - $420K
|
6.14K
$475K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
471New |
$27.7K - $32.3K
|
471
$36.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-15.2K- 71.06% |
$896K - $1.04M
|
6.21K
$481K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
189New |
$11.1K - $12.9K
|
189
$14.6K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-712- 17.12% |
$41.8K - $48.8K
|
3.45K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4KNew |
$235K - $274K
|
4K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
9.95K+ 54.13% |
$585K - $681K
|
28.3K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
14.6KNew |
$858K - $1M
|
14.6K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.22K- 33.28% |
$131K - $152K
|
4.45K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
186KNew |
$10.9M - $12.7M
|
186K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.56KNew |
$445K - $518K
|
7.56K
$586K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-85.3K- 77.72% |
$5.02M - $5.84M
|
24.5K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
972New |
$57.1K - $66.6K
|
972
$75.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
54New |
$3.17K - $3.7K
|
54
$4.18K
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
7KNew |
$411K - $479K
|
7K
$542K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
8.31KNew |
$488K - $569K
|
8.31K
$643K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
85+ 16.04% |
$5K - $5.82K
|
615
$47.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-20- 0.3% |
$1.18K - $1.37K
|
6.55K
$507K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
4.14K+ 26.72% |
$244K - $284K
|
19.7K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-25.2K- 7.4% |
$1.48M - $1.72M
|
315K
$24.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
130+ 2.78% |
$7.64K - $8.9K
|
4.81K
$373K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
33KNew |
$1.94M - $2.26M
|
33K
$2.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-1.53K- 7.35% |
$90.1K - $105K
|
19.3K
$1.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
BUY
|
- |
2.2K+ 11.22% |
$129K - $151K
|
21.8K
$1.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
75New |
$4.41K - $5.14K
|
75
$5.81K
|
|
|
Feb 08, 2023
Q4 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-967K- 57.26% |
$56.8M - $66.2M
|
722K
$55.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
CALL |
64.6KNew |
$3.8M - $4.42M
|
64.6K
$5.01M
|
|
|
Feb 07, 2023
Q4 2022
|
American Assets Investment Management, LLC
|
BUY
|
- |
10K+ 11.11% |
$588K - $685K
|
100K
$7.75M
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
10KNew |
$590K - $688K
|
10K
$778K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.77K- 14.01% |
$398K - $463K
|
41.5K
$3.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-69- 79.31% |
$4.06K - $4.73K
|
18
$1.39K
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-339- 1.2% |
$19.9K - $23.2K
|
27.8K
$2.16M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
398+ 0.98% |
$23.4K - $27.3K
|
40.9K
$3.17M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
22+ 0.56% |
$1.29K - $1.51K
|
3.93K
$305K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
2.02K+ 3.34% |
$119K - $138K
|
62.5K
$4.84M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-59- 1.06% |
$3.47K - $4.04K
|
5.52K
$428K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
330New |
$19.4K - $22.6K
|
330
$25.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
600New |
$35.3K - $41.1K
|
600
$46.5K
|
|