Purchases and Sales Made in Q2 2023 in Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
67+ 1.76% |
$3.98K - $4.47K
|
3.88K
$272K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
66+ 31.88% |
$3.92K - $4.4K
|
273
$19.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
65+ 2.71% |
$3.86K - $4.34K
|
2.47K
$173K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
65+ 2.71% |
$3.86K - $4.34K
|
2.47K
$173K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
51+ 0.48% |
$3.03K - $3.4K
|
10.8K
$754K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
49+ 3.66% |
$2.91K - $3.27K
|
1.39K
$97.1K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
47New |
$2.79K - $3.14K
|
47
$3.29K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
44+ 6.34% |
$2.61K - $2.94K
|
738
$51.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
39New |
$2.32K - $2.6K
|
39
$2.73K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
36+ 0.18% |
$2.14K - $2.4K
|
20.4K
$1.43M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
34New |
$2.02K - $2.27K
|
34
$2.38K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
25+ 89.29% |
$1.48K - $1.67K
|
53
$3.71K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
22New |
$1.31K - $1.47K
|
22
$1.54K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
20+ 0.47% |
$1.19K - $1.33K
|
4.27K
$299K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
19+ 146.15% |
$1.13K - $1.27K
|
32
$2.24K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
19New |
$1.13K - $1.27K
|
19
$1.33K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
16+ 0.01% |
$950 - $1.07K
|
113K
$7.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11New |
$653 - $734
|
11
$771
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
10+ 0.2% |
$594 - $667
|
5.05K
$354K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 25.0% |
$594 - $667
|
50
$3.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 30.77% |
$475 - $534
|
34
$2.38K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 57.14% |
$475 - $534
|
22
$1.54K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6+ 10.0% |
$356 - $400
|
66
$4.62K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6New |
$356 - $400
|
6
$420
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
6+ 0.03% |
$356 - $400
|
19K
$1.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
6+ 0.28% |
$356 - $400
|
2.13K
$149K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$297 - $334
|
5
$350
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
5+ 1.16% |
$297 - $334
|
435
$30.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 1.0% |
$297 - $334
|
504
$35.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5New |
$297 - $334
|
5
$350
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.17% |
$238 - $267
|
2.3K
$161K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3+ 23.08% |
$178 - $200
|
16
$1.12K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
3+ 42.86% |
$178 - $200
|
10
$701
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 4.55% |
$119 - $133
|
46
$3.22K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
2+ 1.23% |
$119 - $133
|
165
$11.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 1.52% |
$119 - $133
|
134
$9.39K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-4- 25.0% |
$238 - $267
|
12
$841
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-8- 57.14% |
$475 - $534
|
6
$420
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 12.5% |
$594 - $667
|
70
$4.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-10- 0.24% |
$594 - $667
|
4.15K
$291K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-15- 1.71% |
$891 - $1K
|
864
$60.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-16- 64.0% |
$950 - $1.07K
|
9
$631
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-16- 0.65% |
$950 - $1.07K
|
2.44K
$171K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-16- 18.39% |
$950 - $1.07K
|
71
$4.97K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-20- 12.5% |
$1.19K - $1.33K
|
140
$9.81K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-22- 23.66% |
$1.31K - $1.47K
|
71
$4.97K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-26- 9.56% |
$1.54K - $1.73K
|
246
$17.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-28- 6.54% |
$1.66K - $1.87K
|
400
$28K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-32- 36.78% |
$1.9K - $2.14K
|
55
$3.85K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-38- 0.78% |
$2.26K - $2.54K
|
4.85K
$340K
|