Purchases and Sales Made in Q1 2022 in Essex Property Trust, Inc. (ESS)
This table provides information about the institutional ownership of Essex Property Trust, Inc. (ESS) during Q1 2022. The information is specifically focused on institutions that hold shares of ESSEX PROPERTY TRUST, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 2.2% |
$2.51K - $2.85K
|
371
$101K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8+ 0.22% |
$2.51K - $2.85K
|
3.56K
$972K
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6+ 0.85% |
$1.88K - $2.14K
|
714
$195K
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
6+ 0.69% |
$1.88K - $2.14K
|
871
$238K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6+ 5.66% |
$1.88K - $2.14K
|
112
$30.6K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6New |
$1.88K - $2.14K
|
6
$1.64K
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6+ 120.0% |
$1.88K - $2.14K
|
11
$3K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 20.0% |
$1.88K - $2.14K
|
36
$9.82K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
5New |
$1.57K - $1.78K
|
5
$1.36K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5+ 0.16% |
$1.57K - $1.78K
|
3.04K
$830K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 125.0% |
$1.57K - $1.78K
|
9
$2.46K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 50.0% |
$1.57K - $1.78K
|
15
$4.09K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
5+ 0.2% |
$1.57K - $1.78K
|
2.46K
$670K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4+ 0.28% |
$1.26K - $1.43K
|
1.46K
$397K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 44.44% |
$1.26K - $1.43K
|
13
$3.55K
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.41% |
$1.26K - $1.43K
|
970
$265K
|
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
4+ 0.12% |
$1.26K - $1.43K
|
3.35K
$913K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
3+ 0.97% |
$941 - $1.07K
|
313
$85.4K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 300.0% |
$941 - $1.07K
|
4
$1.09K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2+ 0.92% |
$628 - $713
|
220
$60K
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2+ 0.19% |
$628 - $713
|
1.08K
$295K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2New |
$628 - $713
|
2
$546
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2New |
$628 - $713
|
2
$546
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 0.34% |
$628 - $713
|
591
$161K
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1+ 0.07% |
$314 - $357
|
1.44K
$392K
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.72% |
$314 - $357
|
140
$38.2K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
1+ 1.41% |
$314 - $357
|
72
$19.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.49% |
$314 - $357
|
205
$55.9K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 8.33% |
$314 - $357
|
13
$3.55K
|
|
|
May 13, 2022
Q1 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1+ 50.0% |
$314 - $357
|
3
$818
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-1- 0.17% |
$314 - $357
|
589
$161K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2- 2.33% |
$628 - $713
|
84
$22.9K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3- 0.41% |
$941 - $1.07K
|
727
$198K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3Closed |
$941 - $1.07K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3- 0.44% |
$941 - $1.07K
|
675
$184K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-5Closed |
$1.57K - $1.78K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5Closed |
$1.57K - $1.78K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6- 0.02% |
$1.88K - $2.14K
|
31.7K
$8.66M
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-7Closed |
$2.2K - $2.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-11Closed |
$3.45K - $3.92K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-11- 78.57% |
$3.45K - $3.92K
|
3
$818
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-11- 20.75% |
$3.45K - $3.92K
|
42
$11.5K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-11Closed |
$3.45K - $3.92K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-12- 1.76% |
$3.77K - $4.28K
|
669
$183K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13- 0.03% |
$4.08K - $4.64K
|
43.8K
$12M
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-15Closed |
$4.71K - $5.35K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-16- 1.31% |
$5.02K - $5.71K
|
1.21K
$330K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-19- 0.59% |
$5.96K - $6.78K
|
3.22K
$879K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-23- 2.01% |
$7.22K - $8.21K
|
1.12K
$306K
|