Latest Institutional Transactions on Essex Property Trust, Inc. (ESS)
This table provides information on the latest institutional transactions involving Essex Property Trust, Inc. (ESS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-320- 2.69% |
$65.9K - $75.8K
|
11.6K
$3.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-919- 62.6% |
$189K - $218K
|
549
$150K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3- 6.82% |
$618 - $711
|
41
$11.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-3.1K- 6.96% |
$639K - $735K
|
41.5K
$11.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-149- 12.81% |
$30.7K - $35.3K
|
1.01K
$277K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
26+ 2.28% |
$5.36K - $6.16K
|
1.17K
$319K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
45+ 81.82% |
$9.27K - $10.7K
|
100
$27.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6- 0.24% |
$1.24K - $1.42K
|
2.54K
$692K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-776- 4.32% |
$160K - $184K
|
17.2K
$4.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
10New |
$2.06K - $2.37K
|
10
$2.73K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-14- 4.23% |
$2.88K - $3.32K
|
317
$86.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
234New |
$48.2K - $55.4K
|
234
$63.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-49- 45.37% |
$10.1K - $11.6K
|
59
$16.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
4New |
$824 - $948
|
4
$1.09K
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3.22K- 57.57% |
$664K - $764K
|
2.38K
$648K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.63KNew |
$336K - $387K
|
1.63K
$445K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-107- 2.51% |
$22K - $25.4K
|
4.15K
$1.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1.63KNew |
$335K - $385K
|
1.63K
$444K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-8- 7.34% |
$1.65K - $1.9K
|
101
$27.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
15New |
$3.09K - $3.55K
|
15
$4.09K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.12K- 34.95% |
$231K - $266K
|
2.09K
$570K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 81.97% |
$20.6K - $23.7K
|
22
$6K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
8New |
$1.65K - $1.9K
|
8
$2.18K
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-1.85K- 37.15% |
$380K - $437K
|
3.12K
$851K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$1.65K - $1.9K
|
8
$2.18K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-10- 20.0% |
$2.06K - $2.37K
|
40
$10.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14New |
$2.88K - $3.32K
|
14
$3.82K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-935- 3.3% |
$193K - $222K
|
27.4K
$7.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4New |
$824 - $948
|
4
$1.09K
|
|
| Q1 2023 | |||||||
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.79KNew |
$940K - $1.15M
|
4.79K
$1.31M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.01KNew |
$394K - $481K
|
2.01K
$549K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
180+ 19.54% |
$35.3K - $43.1K
|
1.1K
$300K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.1K+ 103.48% |
$216K - $263K
|
2.16K
$590K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-43- 56.58% |
$8.44K - $10.3K
|
33
$9K
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
1.12KNew |
$219K - $267K
|
1.12K
$304K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
2.3KNew |
$451K - $550K
|
2.3K
$627K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.75KNew |
$931K - $1.14M
|
4.75K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-320- 91.43% |
$62.8K - $76.6K
|
30
$8.18K
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-3.97K- 17.25% |
$779K - $950K
|
19.1K
$5.2M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-4.4K- 99.71% |
$863K - $1.05M
|
13
$3.55K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-249- 84.98% |
$48.8K - $59.6K
|
44
$12K
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-7.44K- 82.57% |
$1.46M - $1.78M
|
1.57K
$429K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
9.77KNew |
$1.92M - $2.34M
|
9.77K
$2.66M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
2.15K+ 19563.64% |
$422K - $515K
|
2.16K
$590K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-260- 16.52% |
$51K - $62.2K
|
1.31K
$358K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3KNew |
$589K - $718K
|
3K
$818K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
581KNew |
$114M - $139M
|
581K
$158M
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.49K- 53.06% |
$489K - $596K
|
2.2K
$601K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1- 0.08% |
$196 - $239
|
1.26K
$343K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
259+ 4.19% |
$50.8K - $62K
|
6.44K
$1.76M
|
|