Purchases and Sales Made in Q2 2022 in Essex Property Trust, Inc. (ESS)
This table provides information about the institutional ownership of Essex Property Trust, Inc. (ESS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
43+ 5.21% |
$10.9K - $15.5K
|
868
$237K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
42New |
$10.7K - $15.1K
|
42
$11.5K
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
39+ 0.59% |
$9.9K - $14K
|
6.67K
$1.82M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35+ 0.87% |
$8.89K - $12.6K
|
4.04K
$1.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
33New |
$8.38K - $11.9K
|
33
$9K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
31+ 7.38% |
$7.87K - $11.1K
|
451
$123K
|
|
|
Aug 11, 2022
Q2 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
30New |
$7.62K - $10.8K
|
30
$8.18K
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
30+ 2.48% |
$7.62K - $10.8K
|
1.24K
$338K
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
24+ 0.96% |
$6.09K - $8.62K
|
2.53K
$690K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
24New |
$6.09K - $8.62K
|
24
$6.55K
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
23+ 209.09% |
$5.84K - $8.26K
|
34
$9.28K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
21New |
$5.33K - $7.55K
|
21
$5.73K
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
20+ 0.67% |
$5.08K - $7.19K
|
3.01K
$820K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
19+ 22.62% |
$4.82K - $6.83K
|
103
$28.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19+ 211.11% |
$4.82K - $6.83K
|
28
$7.64K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17+ 42.5% |
$4.32K - $6.11K
|
57
$15.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
17+ 0.18% |
$4.32K - $6.11K
|
9.68K
$2.64M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
16+ 0.62% |
$4.06K - $5.75K
|
2.61K
$712K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15+ 51.72% |
$3.81K - $5.39K
|
44
$12K
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
13New |
$3.3K - $4.67K
|
13
$3.55K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
10New |
$2.54K - $3.59K
|
10
$2.73K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10+ 6.99% |
$2.54K - $3.59K
|
153
$41.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9New |
$2.29K - $3.23K
|
9
$2.46K
|
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
9+ 0.53% |
$2.29K - $3.23K
|
1.7K
$465K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 90.0% |
$2.29K - $3.23K
|
19
$5.18K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
9+ 0.78% |
$2.29K - $3.23K
|
1.17K
$318K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9+ 150.0% |
$2.29K - $3.23K
|
15
$4.09K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8New |
$2.03K - $2.87K
|
8
$2.18K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8+ 0.66% |
$2.03K - $2.87K
|
1.22K
$332K
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
BUY
|
- |
8+ 0.59% |
$2.03K - $2.87K
|
1.37K
$372K
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6+ 0.13% |
$1.52K - $2.16K
|
4.59K
$1.25M
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
6+ 1.92% |
$1.52K - $2.16K
|
319
$87K
|
|
|
Aug 01, 2022
Q2 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
5+ 0.01% |
$1.27K - $1.8K
|
71.4K
$19.5M
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
5New |
$1.27K - $1.8K
|
5
$1.36K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5+ 250.0% |
$1.27K - $1.8K
|
7
$1.91K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 1.95% |
$1.02K - $1.44K
|
209
$57K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4+ 0.68% |
$1.02K - $1.44K
|
595
$162K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
4New |
$1.02K - $1.44K
|
4
$1.09K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 7.55% |
$1.02K - $1.44K
|
57
$15.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
4+ 0.16% |
$1.02K - $1.44K
|
2.46K
$671K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 75.0% |
$762 - $1.08K
|
7
$1.91K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.71% |
$254 - $359
|
141
$38.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.74% |
$254 - $359
|
136
$37.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1- 7.69% |
$254 - $359
|
12
$3.27K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.69% |
$254 - $359
|
58
$15.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 20.0% |
$254 - $359
|
4
$1.09K
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$254 - $359
|
15.7K
$4.28M
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-2- 0.11% |
$508 - $719
|
1.84K
$501K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2Closed |
$508 - $719
|
0
$0
|