Purchases and Sales Made in Q4 2022 in Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Lasalle Investment Management Securities LLC
Baltimore, MD |
BUY
|
- |
24+ 0.02% |
$1.41K - $1.64K
|
104K
$6.94M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
24+ 14.2% |
$1.41K - $1.64K
|
193
$12.9K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
22+ 0.56% |
$1.29K - $1.51K
|
3.93K
$263K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
19New |
$1.12K - $1.3K
|
19
$1.27K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
16New |
$940 - $1.1K
|
16
$1.07K
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
12+ 0.53% |
$705 - $822
|
2.27K
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 2.75% |
$646 - $753
|
411
$27.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
11New |
$646 - $753
|
11
$737
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
10+ 8.2% |
$588 - $685
|
132
$8.84K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 10.42% |
$588 - $685
|
106
$7.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
9+ 0.12% |
$529 - $616
|
7.42K
$497K
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
BUY
|
- |
8+ 0.18% |
$470 - $548
|
4.34K
$291K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
8+ 0.03% |
$470 - $548
|
23.3K
$1.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8+ 4.57% |
$470 - $548
|
183
$12.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
8+ 32.0% |
$470 - $548
|
33
$2.21K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 1.02% |
$294 - $342
|
494
$33.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
4+ 0.0% |
$235 - $274
|
288K
$19.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 2.63% |
$118 - $137
|
78
$5.22K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 0.78% |
$118 - $137
|
258
$17.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.22% |
$58.8 - $68.5
|
46
$3.08K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
1+ 25.0% |
$58.8 - $68.5
|
5
$335
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.8% |
$58.8 - $68.5
|
126
$8.44K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.24% |
$58.8 - $68.5
|
419
$28.1K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-8- 30.77% |
$470 - $548
|
18
$1.21K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8- 1.96% |
$470 - $548
|
400
$26.8K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-12- 2.73% |
$705 - $822
|
427
$28.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-17- 0.32% |
$999 - $1.16K
|
5.28K
$354K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-20- 0.3% |
$1.18K - $1.37K
|
6.55K
$439K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-21- 0.57% |
$1.23K - $1.44K
|
3.65K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-21- 0.57% |
$1.23K - $1.44K
|
3.66K
$245K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-25- 30.86% |
$1.47K - $1.71K
|
56
$3.75K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-28- 0.42% |
$1.65K - $1.92K
|
6.71K
$449K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-29- 42.65% |
$1.7K - $1.99K
|
39
$2.61K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30- 5.83% |
$1.76K - $2.05K
|
485
$32.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-30- 3.14% |
$1.76K - $2.05K
|
925
$62K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-40- 71.43% |
$2.35K - $2.74K
|
16
$1.07K
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-43- 0.57% |
$2.53K - $2.94K
|
7.46K
$500K
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-44- 0.02% |
$2.59K - $3.01K
|
272K
$18.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-44- 0.02% |
$2.59K - $3.01K
|
272K
$18.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-57- 83.82% |
$3.35K - $3.9K
|
11
$737
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-59- 1.06% |
$3.47K - $4.04K
|
5.52K
$370K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-64- 23.97% |
$3.76K - $4.38K
|
203
$13.6K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-65- 59.63% |
$3.82K - $4.45K
|
44
$2.95K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-69- 79.31% |
$4.06K - $4.73K
|
18
$1.21K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-81- 61.83% |
$4.76K - $5.55K
|
50
$3.35K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-85- 32.57% |
$5K - $5.82K
|
176
$11.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-88- 5.87% |
$5.17K - $6.03K
|
1.41K
$94.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 86.96% |
$5.88K - $6.85K
|
15
$1K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-101- 19.09% |
$5.94K - $6.92K
|
428
$28.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-103- 13.27% |
$6.05K - $7.05K
|
673
$45.1K
|