Purchases and Sales Made in Q2 2023 in Essex Property Trust, Inc. (ESS)
This table provides information about the institutional ownership of Essex Property Trust, Inc. (ESS) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
32New |
$6.59K - $7.58K
|
32
$8.73K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
30+ 33.33% |
$6.18K - $7.11K
|
120
$32.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
28+ 1.08% |
$5.77K - $6.63K
|
2.63K
$717K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
26+ 2.28% |
$5.36K - $6.16K
|
1.17K
$319K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19+ 1.61% |
$3.91K - $4.5K
|
1.2K
$328K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
19New |
$3.91K - $4.5K
|
19
$5.18K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
18+ 1.03% |
$3.71K - $4.26K
|
1.76K
$481K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
17+ 188.89% |
$3.5K - $4.03K
|
26
$7.09K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
15New |
$3.09K - $3.55K
|
15
$4.09K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14+ 6.8% |
$2.88K - $3.32K
|
220
$60K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14New |
$2.88K - $3.32K
|
14
$3.82K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
12+ 0.85% |
$2.47K - $2.84K
|
1.43K
$390K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
10New |
$2.06K - $2.37K
|
10
$2.73K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 111.11% |
$2.06K - $2.37K
|
19
$5.18K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9+ 0.32% |
$1.85K - $2.13K
|
2.81K
$766K
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
9New |
$1.85K - $2.13K
|
9
$2.46K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$1.65K - $1.9K
|
8
$2.18K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
8+ 0.92% |
$1.65K - $1.9K
|
878
$240K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
8New |
$1.65K - $1.9K
|
8
$2.18K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
5+ 3.85% |
$1.03K - $1.18K
|
135
$36.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
5+ 6.41% |
$1.03K - $1.18K
|
83
$22.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
5New |
$1.03K - $1.18K
|
5
$1.36K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$1.03K - $1.18K
|
5
$1.36K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
5+ 0.22% |
$1.03K - $1.18K
|
2.3K
$629K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 2.49% |
$1.03K - $1.18K
|
206
$56.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
4New |
$824 - $948
|
4
$1.09K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4+ 133.33% |
$824 - $948
|
7
$1.91K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4New |
$824 - $948
|
4
$1.09K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
3+ 0.08% |
$618 - $711
|
3.79K
$1.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 18.75% |
$618 - $711
|
19
$5.18K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2+ 200.0% |
$412 - $474
|
3
$818
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 20.0% |
$412 - $474
|
12
$3.27K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.52% |
$412 - $474
|
387
$106K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.83% |
$206 - $237
|
122
$33.3K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.32% |
$206 - $237
|
310
$84.6K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.32% |
$206 - $237
|
310
$84.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.7% |
$206 - $237
|
144
$39.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 0.99% |
$206 - $237
|
100
$27.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1- 0.99% |
$206 - $237
|
100
$27.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2- 0.13% |
$412 - $474
|
1.53K
$418K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 6.06% |
$412 - $474
|
31
$8.46K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3- 6.82% |
$618 - $711
|
41
$11.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-4- 0.13% |
$824 - $948
|
3K
$818K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-4- 0.2% |
$824 - $948
|
2.03K
$553K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-5- 14.71% |
$1.03K - $1.18K
|
29
$7.91K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6- 0.24% |
$1.24K - $1.42K
|
2.54K
$692K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-8- 7.34% |
$1.65K - $1.9K
|
101
$27.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
SELL
|
- |
-8- 0.06% |
$1.65K - $1.9K
|
14.3K
$3.89M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8- 0.76% |
$1.65K - $1.9K
|
1.04K
$283K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9- 15.52% |
$1.85K - $2.13K
|
49
$13.4K
|