Purchases and Sales Made in Q3 2023 in Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
4+ 0.92% |
$234 - $276
|
439
$31.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
4+ 0.09% |
$234 - $276
|
4.61K
$329K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.81% |
$175 - $207
|
373
$26.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$117 - $138
|
2
$143
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.16% |
$117 - $138
|
1.25K
$88.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$58.4 - $69.1
|
1
$71.4
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1- 11.11% |
$58.4 - $69.1
|
8
$571
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 9.09% |
$58.4 - $69.1
|
10
$714
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 16.67% |
$117 - $138
|
10
$714
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4- 2.99% |
$234 - $276
|
130
$9.28K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 36.36% |
$234 - $276
|
7
$499
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-6- 0.28% |
$351 - $414
|
2.12K
$151K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-7- 0.19% |
$409 - $483
|
3.64K
$260K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-8- 4.21% |
$468 - $552
|
182
$13K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-9- 0.18% |
$526 - $622
|
5.04K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-12- 75.0% |
$701 - $829
|
4
$285
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-13- 6.1% |
$760 - $898
|
200
$14.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-16- 0.12% |
$935 - $1.1K
|
13.7K
$974K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-17- 3.11% |
$993 - $1.17K
|
530
$37.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-20- 11.3% |
$1.17K - $1.38K
|
157
$11.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-21- 0.25% |
$1.23K - $1.45K
|
8.43K
$601K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-32- 0.16% |
$1.87K - $2.21K
|
19.9K
$1.42M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-34- 1.38% |
$1.99K - $2.35K
|
2.43K
$173K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-34- 1.38% |
$1.99K - $2.35K
|
2.43K
$173K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-50- 90.91% |
$2.92K - $3.45K
|
5
$357
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-50- 3.76% |
$2.92K - $3.45K
|
1.28K
$91.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-55- 12.3% |
$3.21K - $3.8K
|
392
$28K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-60- 0.19% |
$3.51K - $4.14K
|
31.3K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-62- 6.26% |
$3.62K - $4.28K
|
929
$66.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-65- 0.26% |
$3.8K - $4.49K
|
25.4K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-79- 98.75% |
$4.62K - $5.46K
|
1
$71.4
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-81- 1.45% |
$4.73K - $5.59K
|
5.5K
$393K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-82- 0.92% |
$4.79K - $5.66K
|
8.87K
$633K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-86- 1.67% |
$5.03K - $5.94K
|
5.07K
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-89- 4.46% |
$5.2K - $6.15K
|
1.91K
$136K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-105- 78.95% |
$6.14K - $7.25K
|
28
$2K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-108- 5.17% |
$6.31K - $7.46K
|
1.98K
$141K
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
SELL
|
- |
-111- 0.14% |
$6.49K - $7.67K
|
80.6K
$5.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-118- 3.65% |
$6.9K - $8.15K
|
3.12K
$223K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-125- 44.64% |
$7.31K - $8.63K
|
155
$11.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-136- 3.81% |
$7.95K - $9.39K
|
3.43K
$245K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-140- 28.57% |
$8.18K - $9.67K
|
350
$25K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-150- 8.57% |
$8.77K - $10.4K
|
1.6K
$114K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-158- 10.96% |
$9.23K - $10.9K
|
1.28K
$91.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-163- 1.91% |
$9.53K - $11.3K
|
8.39K
$598K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-166- 3.42% |
$9.7K - $11.5K
|
4.69K
$334K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-179- 44.75% |
$10.5K - $12.4K
|
221
$15.8K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-180- 0.4% |
$10.5K - $12.4K
|
44.9K
$3.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-214- 2.37% |
$12.5K - $14.8K
|
8.82K
$629K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-223- 6.85% |
$13K - $15.4K
|
3.03K
$216K
|