Purchases and Sales Made in Q1 2024 in Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR) during Q1 2024. The information is specifically focused on institutions that hold shares of EQUITY RESIDENTIAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
84+ 0.28% |
$4.88K - $5.33K
|
30.6K
$1.92M
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
82New |
$4.77K - $5.2K
|
82
$5.14K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
79+ 3.77% |
$4.59K - $5.01K
|
2.17K
$136K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
67+ 13.73% |
$3.89K - $4.25K
|
555
$34.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
60New |
$3.49K - $3.81K
|
60
$3.76K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
59+ 1.61% |
$3.43K - $3.74K
|
3.72K
$233K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
50New |
$2.91K - $3.17K
|
50
$3.14K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
47+ 4.35% |
$2.73K - $2.98K
|
1.13K
$70.7K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
47+ 1.11% |
$2.73K - $2.98K
|
4.27K
$268K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
45+ 0.73% |
$2.62K - $2.86K
|
6.21K
$389K
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
45+ 0.37% |
$2.62K - $2.86K
|
12K
$755K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
45+ 0.52% |
$2.62K - $2.86K
|
8.63K
$541K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
45+ 13.51% |
$2.62K - $2.86K
|
378
$23.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
41+ 40.59% |
$2.38K - $2.6K
|
142
$8.9K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
39+ 0.77% |
$2.27K - $2.47K
|
5.11K
$320K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
38+ 15.9% |
$2.21K - $2.41K
|
277
$17.4K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
34New |
$1.98K - $2.16K
|
34
$2.13K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
30+ 0.76% |
$1.74K - $1.9K
|
3.96K
$248K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
28New |
$1.63K - $1.78K
|
28
$1.76K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
26+ 0.01% |
$1.51K - $1.65K
|
283K
$17.8M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
25+ 1.15% |
$1.45K - $1.59K
|
2.2K
$138K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 1.73% |
$1.28K - $1.4K
|
1.3K
$81.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
19+ 7.66% |
$1.1K - $1.21K
|
267
$16.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
17+ 4.72% |
$988 - $1.08K
|
377
$23.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 42.86% |
$872 - $952
|
50
$3.14K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
15+ 0.14% |
$872 - $952
|
10.5K
$658K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
13New |
$756 - $825
|
13
$815
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.12% |
$756 - $825
|
11K
$687K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11+ 30.56% |
$639 - $698
|
47
$2.95K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 111.11% |
$581 - $635
|
19
$1.19K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 1.8% |
$581 - $635
|
567
$35.6K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
8New |
$465 - $508
|
8
$502
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
8+ 6.3% |
$465 - $508
|
135
$8.46K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 400.0% |
$465 - $508
|
10
$627
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8New |
$465 - $508
|
8
$502
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
7+ 0.01% |
$407 - $444
|
72.2K
$4.53M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
5+ 1.13% |
$291 - $317
|
449
$28.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
5+ 2.39% |
$291 - $317
|
214
$13.4K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 0.97% |
$291 - $317
|
520
$32.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 2.94% |
$291 - $317
|
175
$11K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 18.18% |
$233 - $254
|
26
$1.63K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.03% |
$233 - $254
|
13.9K
$870K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
3+ 0.04% |
$174 - $190
|
7.29K
$457K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
3+ 0.02% |
$174 - $190
|
15.2K
$955K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 1.0% |
$174 - $190
|
303
$19K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
2New |
$116 - $127
|
2
$125
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2+ 0.0% |
$116 - $127
|
71.3K
$4.47M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2New |
$116 - $127
|
2
$125
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 1.02% |
$116 - $127
|
198
$12.4K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 1.01% |
$116 - $127
|
201
$12.6K
|