Purchases and Sales Made in Q4 2021 in Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
50+ 0.43% |
$4.08K - $4.53K
|
11.6K
$826K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
50New |
$4.08K - $4.53K
|
50
$3.57K
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
48+ 0.73% |
$3.91K - $4.35K
|
6.6K
$471K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
47New |
$3.83K - $4.26K
|
47
$3.35K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
46New |
$3.75K - $4.17K
|
46
$3.28K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
41New |
$3.34K - $3.71K
|
41
$2.93K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
35+ 0.28% |
$2.85K - $3.17K
|
12.5K
$889K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
34New |
$2.77K - $3.08K
|
34
$2.43K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
32New |
$2.61K - $2.9K
|
32
$2.28K
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
31+ 0.48% |
$2.53K - $2.81K
|
6.55K
$468K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
29+ 1.09% |
$2.36K - $2.63K
|
2.68K
$191K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
28+ 13.4% |
$2.28K - $2.54K
|
237
$16.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28+ 7.0% |
$2.28K - $2.54K
|
428
$30.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
25+ 0.72% |
$2.04K - $2.26K
|
3.48K
$248K
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
25+ 0.88% |
$2.04K - $2.26K
|
2.85K
$203K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
21+ 0.41% |
$1.71K - $1.9K
|
5.1K
$364K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
20New |
$1.63K - $1.81K
|
20
$1.43K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 18.75% |
$1.47K - $1.63K
|
114
$8.13K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 11.51% |
$1.3K - $1.45K
|
155
$11.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
13New |
$1.06K - $1.18K
|
13
$928
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8New |
$652 - $724
|
8
$571
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 7.02% |
$652 - $724
|
122
$8.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
6+ 37.5% |
$489 - $543
|
22
$1.57K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6+ 0.1% |
$489 - $543
|
6.08K
$434K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6+ 0.23% |
$489 - $543
|
2.66K
$190K
|
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
BUY
|
- |
5+ 0.12% |
$408 - $453
|
4.3K
$307K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
4New |
$326 - $362
|
4
$285
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
4+ 0.16% |
$326 - $362
|
2.49K
$177K
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4+ 0.84% |
$326 - $362
|
478
$34.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1+ 0.01% |
$81.6 - $90.6
|
8.53K
$608K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.01% |
$81.6 - $90.6
|
11.6K
$831K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.72% |
$81.6 - $90.6
|
140
$9.99K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.83% |
$81.6 - $90.6
|
122
$8.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-2- 0.11% |
$163 - $181
|
1.89K
$135K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.23% |
$163 - $181
|
884
$63.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-4Closed |
$326 - $362
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 3.21% |
$489 - $543
|
181
$12.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10- 0.37% |
$816 - $906
|
2.69K
$192K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-11- 18.03% |
$897 - $996
|
50
$3.57K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-13- 0.34% |
$1.06K - $1.18K
|
3.8K
$271K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-16- 1.26% |
$1.3K - $1.45K
|
1.26K
$89.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-17- 50.0% |
$1.39K - $1.54K
|
17
$1.21K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-18- 0.67% |
$1.47K - $1.63K
|
2.68K
$191K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-26Closed |
$2.12K - $2.35K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
SELL
|
- |
-34- 1.1% |
$2.77K - $3.08K
|
3.05K
$217K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-37- 0.84% |
$3.02K - $3.35K
|
4.37K
$312K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-37- 8.6% |
$3.02K - $3.35K
|
393
$28K
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-39- 0.44% |
$3.18K - $3.53K
|
8.92K
$637K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-43- 6.84% |
$3.51K - $3.89K
|
586
$41.8K
|