Purchases and Sales Made in Q3 2024 in Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
274+ 7.47% |
$18.4K - $21.4K
|
3.94K
$287K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
261New |
$17.5K - $20.4K
|
261
$19K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
253+ 95.11% |
$17K - $19.8K
|
519
$37.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
249New |
$16.7K - $19.4K
|
249
$18.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
217New |
$14.6K - $16.9K
|
217
$15.8K
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
210New |
$14.1K - $16.4K
|
210
$15.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
209+ 20.9% |
$14K - $16.3K
|
1.21K
$88K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
206+ 105.1% |
$13.8K - $16.1K
|
402
$29.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
205+ 3.35% |
$13.8K - $16K
|
6.33K
$461K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
200+ 6.5% |
$13.4K - $15.6K
|
3.28K
$239K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
195+ 69.64% |
$13.1K - $15.2K
|
475
$34.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
192+ 2.93% |
$12.9K - $15K
|
6.75K
$491K
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
170+ 0.16% |
$11.4K - $13.3K
|
108K
$7.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
160+ 1.23% |
$10.8K - $12.5K
|
13.1K
$956K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
159+ 0.12% |
$10.7K - $12.4K
|
135K
$9.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
157+ 2.34% |
$10.5K - $12.3K
|
6.86K
$499K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
152+ 8.56% |
$10.2K - $11.9K
|
1.93K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
142New |
$9.54K - $11.1K
|
142
$10.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
139+ 34.84% |
$9.34K - $10.9K
|
538
$39.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
136+ 11.21% |
$9.14K - $10.6K
|
1.35K
$98.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
129+ 0.76% |
$8.67K - $10.1K
|
17K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
117New |
$7.86K - $9.14K
|
117
$8.51K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
111+ 0.52% |
$7.46K - $8.67K
|
21.5K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
107+ 0.58% |
$7.19K - $8.36K
|
18.6K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
101+ 2.05% |
$6.79K - $7.89K
|
5.03K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
99+ 0.99% |
$6.65K - $7.73K
|
10.1K
$737K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
96+ 89.72% |
$6.45K - $7.5K
|
203
$14.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
80+ 2.38% |
$5.38K - $6.25K
|
3.44K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
78+ 0.72% |
$5.24K - $6.09K
|
10.9K
$796K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
78New |
$5.24K - $6.09K
|
78
$5.68K
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
74+ 0.02% |
$4.97K - $5.78K
|
430K
$31.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
69+ 1.01% |
$4.64K - $5.39K
|
6.89K
$502K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
60New |
$4.03K - $4.69K
|
60
$4.37K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
59+ 1.69% |
$3.96K - $4.61K
|
3.56K
$259K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
57+ 2.11% |
$3.83K - $4.45K
|
2.75K
$200K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
56+ 56.0% |
$3.76K - $4.37K
|
156
$11.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
51+ 0.37% |
$3.43K - $3.98K
|
13.9K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
49+ 22.9% |
$3.29K - $3.83K
|
263
$19.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
43+ 0.86% |
$2.89K - $3.36K
|
5.02K
$365K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
43+ 1.0% |
$2.89K - $3.36K
|
4.36K
$317K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
42+ 0.7% |
$2.82K - $3.28K
|
6.05K
$440K
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
42+ 0.35% |
$2.82K - $3.28K
|
12.1K
$883K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
41New |
$2.75K - $3.2K
|
41
$2.98K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
41+ 26.11% |
$2.75K - $3.2K
|
198
$14.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
37New |
$2.49K - $2.89K
|
37
$2.69K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
35+ 125.0% |
$2.35K - $2.73K
|
63
$4.58K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
34New |
$2.28K - $2.66K
|
34
$2.47K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
30+ 0.58% |
$2.02K - $2.34K
|
5.17K
$376K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
29+ 5.3% |
$1.95K - $2.26K
|
576
$41.9K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
29New |
$1.95K - $2.26K
|
29
$2.11K
|