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 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3New |
$976 - $1.07K
|
3
$818
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-53Closed |
$17.3K - $18.9K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.73KClosed |
$563K - $618K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-101Closed |
$32.9K - $36.1K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-110Closed |
$35.8K - $39.3K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
1New |
$325 - $357
|
1
$273
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-103Closed |
$33.5K - $36.8K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-19Closed |
$6.18K - $6.79K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-19Closed |
$6.18K - $6.79K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
20+ 0.63% |
$6.51K - $7.15K
|
3.22K
$878K
|
|
Jan 18, 2022
Q4 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-20.9KClosed |
$6.81M - $7.48M
|
0
$0
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-14Closed |
$4.56K - $5K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-764Closed |
$232K - $257K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-1.43KClosed |
$434K - $481K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-445Closed |
$135K - $150K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-8Closed |
$2.43K - $2.7K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-2.33KClosed |
$707K - $784K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1+ 0.06% |
$304 - $337
|
1.59K
$434K
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-70Closed |
$21.3K - $23.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5Closed |
$1.52K - $1.69K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-604Closed |
$184K - $204K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
12New |
$3.65K - $4.04K
|
12
$3.27K
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-1.95KClosed |
$594K - $658K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-19- 8.41% |
$5.77K - $6.4K
|
207
$56.5K
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
SELL
|
- |
-720Closed |
$219K - $243K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-227Closed |
$69K - $76.5K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-1.13KClosed |
$343K - $380K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.95KNew |
$592K - $656K
|
1.95K
$531K
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-353Closed |
$107K - $119K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-887Closed |
$245K - $280K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-6.5KClosed |
$1.79M - $2.05M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
59New |
$16.3K - $18.6K
|
59
$16.1K
|
|
Aug 13, 2021
Q2 2021
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-810Closed |
$223K - $255K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-900Closed |
$248K - $284K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-5Closed |
$1.38K - $1.58K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-919Closed |
$253K - $290K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-20Closed |
$5.52K - $6.31K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-15.2KClosed |
$4.2M - $4.8M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-135Closed |
$37.2K - $42.6K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-85Closed |
$23.4K - $26.8K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-3Closed |
$827 - $946
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-39Closed |
$10.8K - $12.3K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6Closed |
$1.65K - $1.89K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
SELL
|
- |
-20Closed |
$5.52K - $6.31K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-26Closed |
$7.17K - $8.2K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.24KClosed |
$617K - $705K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-388Closed |
$107K - $122K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Unigestion Holding Sa
|
SELL
|
- |
-2.57KClosed |
$710K - $812K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-741Closed |
$204K - $234K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-10Closed |
$2.76K - $3.15K
|
0
$0
|