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 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-220Closed |
$18.4K - $20.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-3.46KClosed |
$289K - $321K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.87K- 88.56% |
$324K - $360K
|
500
$37.9K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.01KNew |
$84.1K - $93.4K
|
1.01K
$76.2K
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-38.4KClosed |
$3.21M - $3.57M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-2.33KClosed |
$195K - $217K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Capital Growth Management LP
Boston, MA |
SELL
|
- |
-235KClosed |
$19.7M - $21.8M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-305K- 99.58% |
$25.5M - $28.4M
|
1.3K
$98.6K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-22- 22.0% |
$1.84K - $2.04K
|
78
$5.91K
|
|
|
May 11, 2022
Q1 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-2.21KClosed |
$185K - $205K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Resolute Advisors LLC
|
SELL
|
- |
-23Closed |
$1.92K - $2.14K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-51Closed |
$4.27K - $4.74K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-17Closed |
$1.42K - $1.58K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-67Closed |
$5.6K - $6.22K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-41Closed |
$3.43K - $3.81K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
SELL
|
- |
-33- 1.08% |
$2.76K - $3.07K
|
3.01K
$228K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.28KClosed |
$191K - $212K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Manteio Capital LLC
|
SELL
|
- |
-4.22KClosed |
$353K - $392K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
25.1KNew |
$2.1M - $2.33M
|
25.1K
$1.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Vista Finance, LLC
|
SELL
|
- |
-4.83KClosed |
$404K - $448K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-45- 90.0% |
$3.76K - $4.18K
|
5
$379
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
138New |
$11.5K - $12.8K
|
138
$10.5K
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.66KClosed |
$473K - $526K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Flower City Capital
|
SELL
|
- |
-2.8KClosed |
$234K - $260K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-47Closed |
$3.93K - $4.37K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-35.2KClosed |
$2.94M - $3.27M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.33KClosed |
$111K - $124K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
15+ 0.13% |
$1.25K - $1.39K
|
11.4K
$867K
|
|
| Q4 2021 | |||||||
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
200New |
$16.3K - $18.1K
|
200
$15.2K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.24KNew |
$183K - $203K
|
2.24K
$170K
|
|
|
May 12, 2022
Q4 2021
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-2.5KClosed |
$204K - $227K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-26Closed |
$2.12K - $2.35K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-637Closed |
$51.9K - $57.7K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-79Closed |
$6.44K - $7.15K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-5.38KClosed |
$439K - $487K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
25+ 0.88% |
$2.04K - $2.26K
|
2.85K
$216K
|
|
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
BUY
|
PUT |
43.6KNew |
$3.56M - $3.95M
|
43.6K
$3.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Schf (Gpe), LLC
Wilson, WY |
SELL
|
- |
-271KClosed |
$22.1M - $24.5M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-926- 16.84% |
$75.5K - $83.8K
|
4.57K
$347K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
13New |
$1.06K - $1.18K
|
13
$985
|
|
|
Feb 11, 2022
Q4 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-35KClosed |
$2.85M - $3.17M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
46New |
$3.75K - $4.17K
|
46
$3.49K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
122New |
$9.95K - $11K
|
122
$9.25K
|
|
|
Feb 10, 2022
Q4 2021
|
Symmetry Investments LP
|
SELL
|
- |
-37.5KClosed |
$3.06M - $3.4M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-3.28KClosed |
$267K - $297K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1+ 0.01% |
$81.6 - $90.6
|
8.53K
$646K
|
|
|
Feb 03, 2022
Q4 2021
|
B&I Capital Ag
|
SELL
|
- |
-5.8KClosed |
$473K - $525K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-500Closed |
$40.8K - $45.3K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
2.4K+ 44.04% |
$196K - $217K
|
7.85K
$595K
|
|