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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Toews Corp
|
SELL
|
- |
-600- 13.95% |
$124K - $148K
|
3.7K
$1.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13New |
$2.69K - $3.21K
|
13
$3.55K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
8.77K+ 48.97% |
$1.82M - $2.16M
|
26.7K
$7.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.62K+ 20.74% |
$336K - $400K
|
9.43K
$2.57M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2New |
$415 - $494
|
2
$546
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
1.31KNew |
$272K - $324K
|
1.31K
$358K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-21- 75.0% |
$4.35K - $5.18K
|
7
$1.91K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
7New |
$1.45K - $1.73K
|
7
$1.91K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-4.29K- 95.54% |
$888K - $1.06M
|
200
$54.6K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-24- 1.66% |
$5.72K - $7.16K
|
1.42K
$388K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
2.82K+ 137.49% |
$672K - $842K
|
4.87K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.67K- 43.97% |
$1.35M - $1.69M
|
7.23K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
829New |
$198K - $247K
|
829
$226K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
297New |
$70.8K - $88.6K
|
297
$81K
|
|
|
Nov 14, 2022
Q3 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
31.6K+ 36.32% |
$7.53M - $9.43M
|
119K
$32.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-372- 30.92% |
$88.7K - $111K
|
831
$227K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4New |
$953 - $1.19K
|
4
$1.09K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
6New |
$1.43K - $1.79K
|
6
$1.64K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
30+ 0.58% |
$7.15K - $8.95K
|
5.21K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
525+ 42.3% |
$125K - $157K
|
1.77K
$482K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-10.5K- 68.88% |
$2.5M - $3.12M
|
4.73K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.82K- 75.84% |
$672K - $841K
|
898
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.01K- 2.88% |
$241K - $301K
|
34.1K
$9.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
7+ 0.85% |
$1.67K - $2.09K
|
831
$227K
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-601- 39.36% |
$143K - $179K
|
926
$253K
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
297New |
$70.8K - $88.6K
|
297
$81K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-36- 0.66% |
$8.58K - $10.7K
|
5.43K
$1.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-14.7K- 59.6% |
$3.5M - $4.39M
|
9.96K
$2.72M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
321New |
$76.5K - $95.8K
|
321
$87.6K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-65- 94.2% |
$15.5K - $19.4K
|
4
$1.09K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5- 71.43% |
$1.19K - $1.49K
|
2
$546
|
|
|
Nov 07, 2022
Q3 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
8.79KNew |
$2.1M - $2.62M
|
8.79K
$2.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5New |
$1.19K - $1.49K
|
5
$1.36K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
300New |
$71.5K - $89.5K
|
300
$81.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
BUY
|
- |
12+ 0.88% |
$2.86K - $3.58K
|
1.38K
$376K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
48New |
$11.4K - $14.3K
|
48
$13.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
412New |
$98.2K - $123K
|
412
$112K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-32K- 70.44% |
$7.63M - $9.55M
|
13.4K
$3.66M
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-750- 33.16% |
$179K - $224K
|
1.51K
$413K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
12+ 1.4% |
$2.86K - $3.58K
|
868
$237K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 1.91% |
$953 - $1.19K
|
213
$58.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
116+ 1.74% |
$27.6K - $34.6K
|
6.79K
$1.85M
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
3.46KNew |
$826K - $1.03M
|
3.46K
$945K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
350New |
$83.4K - $104K
|
350
$95.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-59- 0.94% |
$14.1K - $17.6K
|
6.22K
$1.7M
|
|
| Q2 2022 | |||||||
|
Apr 05, 2024
Q2 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.6KClosed |
$660K - $934K
|
0
$0
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17+ 42.5% |
$4.32K - $6.11K
|
57
$15.6K
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6.09K+ 696.0% |
$1.55M - $2.19M
|
6.97K
$1.9M
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.24KNew |
$314K - $444K
|
1.24K
$337K
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-211KClosed |
$53.5M - $75.7M
|
0
$0
|
|