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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-115Closed |
$31.6K - $34.8K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-55Closed |
$13K - $16.1K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-50Closed |
$11.8K - $14.6K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-949Closed |
$225K - $278K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-106KClosed |
$25M - $30.9M
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-50Closed |
$11.8K - $14.6K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-55Closed |
$13K - $16.1K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.45KClosed |
$347K - $386K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
50New |
$11.9K - $13.3K
|
50
$13.6K
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-2.64KClosed |
$630K - $701K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-863Closed |
$206K - $229K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-2.32KClosed |
$553K - $616K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-11Closed |
$2.62K - $2.92K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-8.3KClosed |
$1.98M - $2.21M
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-9Closed |
$2.15K - $2.39K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Twin Capital Management Inc
|
SELL
|
- |
-1.67KClosed |
$399K - $445K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Forward Management, LLC
|
SELL
|
- |
-10Closed |
$2.39K - $2.66K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.24KNew |
$513K - $559K
|
2.24K
$610K
|
|
|
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-356Closed |
$81.6K - $89.1K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Scotia Capital Inc.
|
BUY
|
- |
959New |
$220K - $240K
|
959
$262K
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
350New |
$80.3K - $87.6K
|
350
$95.5K
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-1.51KClosed |
$346K - $377K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-29Closed |
$6.65K - $7.26K
|
0
$0
|
|
|
Oct 22, 2018
Q3 2018
|
Regions Financial Corp
|
SELL
|
- |
-15Closed |
$3.44K - $3.75K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Dec 07, 2018
Q2 2018
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-540Closed |
$123K - $133K
|
0
$0
|
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-97Closed |
$22.1K - $23.9K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
100New |
$22.7K - $24.6K
|
100
$27.3K
|
|
|
Aug 14, 2018
Q2 2018
|
Castle Hook Partners LP
New York, NY |
SELL
|
- |
-26KClosed |
$5.9M - $6.39M
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-23.2KClosed |
$5.27M - $5.7M
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-3.9KClosed |
$887K - $960K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-74Closed |
$16.1K - $18K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-10KClosed |
$2.18M - $2.44M
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-1.35KClosed |
$295K - $330K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Kemper Corp Master Retirement Trust
|
SELL
|
- |
-1.85KClosed |
$403K - $450K
|
0
$0
|
|
|
May 10, 2018
Q1 2018
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-25Closed |
$5.45K - $6.09K
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-58Closed |
$12.6K - $14.1K
|
0
$0
|
|
|
Apr 30, 2018
Q1 2018
|
Exane Asset Management
|
SELL
|
- |
-667Closed |
$145K - $163K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-203- 93.12% |
$48.2K - $53.3K
|
15
$4.09K
|
|
|
Feb 16, 2018
Q4 2017
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-12Closed |
$2.85K - $3.15K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Eulav Asset Management
|
SELL
|
- |
-4.95KClosed |
$1.18M - $1.3M
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-949Closed |
$225K - $249K
|
0
$0
|
|
|
Feb 05, 2018
Q4 2017
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-22Closed |
$5.23K - $5.78K
|
0
$0
|
|
|
Feb 02, 2018
Q4 2017
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-789Closed |
$187K - $207K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-55.4KClosed |
$13.2M - $14.6M
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-13Closed |
$3.27K - $3.5K
|
0
$0
|
|
|
Nov 13, 2017
Q3 2017
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-1.17KClosed |
$294K - $315K
|
0
$0
|
|