Latest Institutional Purchases of Equity Residential (EQR)
This list provides information on the latest institutional transactions involving Equity Residential (EQR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
62+ 1.48% |
$4.07K - $5K
|
4.26K
$301K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
47+ 1.12% |
$3.09K - $3.79K
|
4.25K
$300K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
40+ 21.28% |
$2.63K - $3.22K
|
228
$16.1K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
23+ 11.5% |
$1.51K - $1.85K
|
223
$15.7K
|
|
|
Nov 07, 2022
Q3 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
10New |
$657 - $806
|
10
$706
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
9+ 42.86% |
$591 - $725
|
30
$2.12K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Consolidated Investment Group LLC
|
BUY
|
- |
101KNew |
$6.96M - $9.44M
|
101K
$7.15M
|
|
|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
12.5KNew |
$860K - $1.17M
|
12.5K
$884K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
12K+ 206.32% |
$826K - $1.12M
|
17.8K
$1.26M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.3KNew |
$777K - $1.05M
|
11.3K
$798K
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
CALL |
5.6KNew |
$385K - $522K
|
5.6K
$395K
|
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.47KNew |
$376K - $510K
|
5.47K
$386K
|
|
|
Aug 10, 2022
Q2 2022
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
1.5K+ 50.02% |
$103K - $140K
|
4.49K
$317K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
766New |
$52.7K - $71.4K
|
766
$54.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
711New |
$48.9K - $66.3K
|
711
$50.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
307+ 7.76% |
$21.1K - $28.6K
|
4.27K
$301K
|
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
BUY
|
- |
300New |
$20.6K - $28K
|
300
$21.2K
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
290+ 7.55% |
$19.9K - $27K
|
4.13K
$292K
|
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
BUY
|
- |
240+ 6.16% |
$16.5K - $22.4K
|
4.14K
$292K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
221New |
$15.2K - $20.6K
|
221
$15.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
206+ 2.99% |
$14.2K - $19.2K
|
7.1K
$501K
|
|
|
Aug 12, 2022
Q2 2022
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
142New |
$9.76K - $13.2K
|
142
$10K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
50New |
$3.44K - $4.66K
|
50
$3.53K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
37New |
$2.54K - $3.45K
|
37
$2.61K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
30+ 0.8% |
$2.06K - $2.8K
|
3.78K
$267K
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
28+ 0.96% |
$1.92K - $2.61K
|
2.96K
$209K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
11New |
$756 - $1.03K
|
11
$777
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.71% |
$68.7 - $93.2
|
142
$10K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
94KNew |
$7.86M - $8.73M
|
94K
$6.64M
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
25.1KNew |
$2.1M - $2.33M
|
25.1K
$1.77M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.01KNew |
$84.1K - $93.4K
|
1.01K
$71K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
138New |
$11.5K - $12.8K
|
138
$9.75K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
15+ 0.13% |
$1.25K - $1.39K
|
11.4K
$808K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
BUY
|
PUT |
43.6KNew |
$3.56M - $3.95M
|
43.6K
$3.08M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
2.4K+ 44.04% |
$196K - $217K
|
7.85K
$554K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.24KNew |
$183K - $203K
|
2.24K
$158K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
200New |
$16.3K - $18.1K
|
200
$14.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
122New |
$9.95K - $11K
|
122
$8.62K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
46New |
$3.75K - $4.17K
|
46
$3.25K
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
25+ 0.88% |
$2.04K - $2.26K
|
2.85K
$201K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
13New |
$1.06K - $1.18K
|
13
$918
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1+ 0.01% |
$81.6 - $90.6
|
8.53K
$602K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
144KNew |
$11.2M - $12.3M
|
144K
$10.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
PUT |
26.5KNew |
$2.07M - $2.28M
|
26.5K
$1.87M
|
|
|
Nov 15, 2021
Q3 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
21.2K+ 47.43% |
$1.65M - $1.82M
|
65.9K
$4.65M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.04KNew |
$159K - $176K
|
2.04K
$144K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
250New |
$19.5K - $21.5K
|
250
$17.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
202New |
$15.8K - $17.4K
|
202
$14.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
27New |
$2.11K - $2.32K
|
27
$1.91K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.08KNew |
$220K - $249K
|
3.08K
$217K
|
|