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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
34New |
$2.28K - $2.66K
|
34
$2.27K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
30+ 0.58% |
$2.02K - $2.34K
|
5.17K
$346K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
29New |
$1.95K - $2.26K
|
29
$1.94K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
29+ 5.3% |
$1.95K - $2.26K
|
576
$38.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
27+ 0.1% |
$1.81K - $2.11K
|
27.1K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
23New |
$1.55K - $1.8K
|
23
$1.54K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
22+ 0.2% |
$1.48K - $1.72K
|
11.1K
$743K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
22+ 81.48% |
$1.48K - $1.72K
|
49
$3.28K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
21+ 0.62% |
$1.41K - $1.64K
|
3.41K
$228K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 90.48% |
$1.28K - $1.48K
|
40
$2.68K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15+ 48.39% |
$1.01K - $1.17K
|
46
$3.08K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
14+ 1.92% |
$941 - $1.09K
|
745
$49.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
13+ 3.3% |
$873 - $1.02K
|
407
$27.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
13+ 0.22% |
$873 - $1.02K
|
5.86K
$392K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 2.49% |
$739 - $859
|
453
$30.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
11+ 0.14% |
$739 - $859
|
7.73K
$517K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 0.39% |
$672 - $781
|
2.6K
$174K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10+ 27.78% |
$672 - $781
|
46
$3.08K
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
7+ 0.19% |
$470 - $547
|
3.79K
$253K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7+ 0.32% |
$470 - $547
|
2.19K
$146K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7New |
$470 - $547
|
7
$468
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 2.65% |
$336 - $390
|
194
$13K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 1.55% |
$336 - $390
|
328
$21.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 0.95% |
$336 - $390
|
531
$35.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 125.0% |
$336 - $390
|
9
$602
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
5+ 1.1% |
$336 - $390
|
458
$30.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 9.09% |
$336 - $390
|
60
$4.01K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
4+ 1.82% |
$269 - $312
|
224
$15K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 0.98% |
$202 - $234
|
310
$20.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$134 - $156
|
14.4K
$964K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2+ 1.65% |
$134 - $156
|
123
$8.23K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 0.99% |
$134 - $156
|
205
$13.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.21% |
$134 - $156
|
167
$11.2K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$134 - $156
|
2
$134
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 1.02% |
$134 - $156
|
199
$13.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2+ 0.04% |
$134 - $156
|
5.39K
$360K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1+ 0.25% |
$67.2 - $78.1
|
401
$26.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.75% |
$67.2 - $78.1
|
134
$8.96K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$67.2 - $78.1
|
1
$66.9
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-2- -0.0% |
$134 - $156
|
52.9K
$3.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4- 0.65% |
$269 - $312
|
616
$41.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 1.96% |
$269 - $312
|
200
$13.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-8- 0.05% |
$538 - $625
|
15.5K
$1.04M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9- 1.47% |
$605 - $703
|
603
$40.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-14- 0.44% |
$941 - $1.09K
|
3.14K
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-15- 12.5% |
$1.01K - $1.17K
|
105
$7.02K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-18- 43.9% |
$1.21K - $1.41K
|
23
$1.54K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-18- 6.72% |
$1.21K - $1.41K
|
250
$16.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-22- 0.29% |
$1.48K - $1.72K
|
7.64K
$511K
|