Purchases and Sales Made in Q2 2022 in Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
86+ 1433.33% |
$5.91K - $8.02K
|
92
$6.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
75+ 0.19% |
$5.16K - $6.99K
|
40.6K
$2.91M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
65+ 0.84% |
$4.47K - $6.06K
|
7.76K
$557K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
57+ 19.52% |
$3.92K - $5.31K
|
349
$25K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
56New |
$3.85K - $5.22K
|
56
$4.02K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
55+ 125.0% |
$3.78K - $5.13K
|
99
$7.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
53+ 240.91% |
$3.64K - $4.94K
|
75
$5.38K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
50New |
$3.44K - $4.66K
|
50
$3.59K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
50+ 17.86% |
$3.44K - $4.66K
|
330
$23.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
50+ 33.33% |
$3.44K - $4.66K
|
200
$14.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
49+ 1.58% |
$3.37K - $4.57K
|
3.15K
$226K
|
|
|
Aug 12, 2022
Q2 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
47+ 0.4% |
$3.23K - $4.38K
|
11.7K
$837K
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
40+ 2.78% |
$2.75K - $3.73K
|
1.48K
$106K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
40+ 24.54% |
$2.75K - $3.73K
|
203
$14.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
37New |
$2.54K - $3.45K
|
37
$2.66K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
35+ 70.0% |
$2.41K - $3.26K
|
85
$6.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
34+ 0.37% |
$2.34K - $3.17K
|
9.33K
$669K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
32+ 52.46% |
$2.2K - $2.98K
|
93
$6.67K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
30+ 0.8% |
$2.06K - $2.8K
|
3.78K
$271K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
30+ 0.8% |
$2.06K - $2.8K
|
3.78K
$271K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
28New |
$1.92K - $2.61K
|
28
$2.01K
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
28+ 0.96% |
$1.92K - $2.61K
|
2.96K
$212K
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
27+ 0.77% |
$1.86K - $2.52K
|
3.56K
$255K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
24New |
$1.65K - $2.24K
|
24
$1.72K
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
23+ 25.56% |
$1.58K - $2.14K
|
113
$8.11K
|
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
22+ 0.38% |
$1.51K - $2.05K
|
5.78K
$415K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
21New |
$1.44K - $1.96K
|
21
$1.51K
|
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
19+ 0.34% |
$1.31K - $1.77K
|
5.55K
$399K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
15+ 4.02% |
$1.03K - $1.4K
|
388
$27.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
13+ 0.71% |
$894 - $1.21K
|
1.84K
$132K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
11New |
$756 - $1.03K
|
11
$789
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 8.77% |
$687 - $932
|
124
$8.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9+ 40.91% |
$619 - $839
|
31
$2.22K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5New |
$344 - $466
|
5
$359
|
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
4+ 0.02% |
$275 - $373
|
23.7K
$1.7M
|
|
|
Aug 16, 2022
Q2 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4+ 0.83% |
$275 - $373
|
485
$34.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
2+ 0.0% |
$137 - $186
|
288K
$20.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.37% |
$137 - $186
|
537
$38.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.81% |
$68.7 - $93.2
|
124
$8.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.71% |
$68.7 - $93.2
|
142
$10.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1Closed |
$68.7 - $93.2
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 1.87% |
$137 - $186
|
105
$7.53K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 4.95% |
$344 - $466
|
96
$6.89K
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-6Closed |
$412 - $559
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-7- 0.09% |
$481 - $653
|
7.51K
$539K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-7Closed |
$481 - $653
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-7- 0.16% |
$481 - $653
|
4.28K
$307K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8Closed |
$550 - $746
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-8- 1.7% |
$550 - $746
|
462
$33.2K
|