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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/09/2024 | CI PRIVATE WEALTH, LLC | 114,736 | $1.14 M | 0.00% | 0.04% |
| 04/10/2024 | STERLING FINANCIAL GROUP, INC. | 101,522 | $1.01 M | -2.12% | 0.04% |
| 04/30/2024 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 94,631 | $943,471 | 0.00% | 0.04% |
| 05/15/2024 | MORGAN STANLEY | 71,510 | $712,958 | -3.00% | 0.03% |
| 05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 70,434 | $702,227 | 67.13% | 0.03% |
| 04/29/2024 | COMMONWEALTH EQUITY SERVICES, LLC | 62,856 | $627,000 | 100.00% | 0.02% |
| 04/18/2024 | WOODMONT INVESTMENT COUNSEL LLC | 36,147 | $360,386 | 0.00% | 0.01% |
| 05/08/2024 | CASSADAY & CO WEALTH MANAGEMENT LLC | 35,362 | $352,557 | 0.34% | 0.01% |
| 05/15/2024 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 35,000 | $348,950 | 0.00% | 0.01% |
| 05/10/2024 | TIAA TRUST, NATIONAL ASSOCIATION | 34,245 | $341,423 | 0.00% | 0.01% |
| 04/11/2024 | D. SCOTT NEAL, INC. | 29,000 | $289,130 | 0.00% | 0.01% |
| 05/07/2024 | OPPENHEIMER & CO INC | 24,692 | $246,179 | 0.00% | 0.01% |
| 05/09/2024 | J. L. BAINBRIDGE & CO., INC. | 24,206 | $241,334 | 0.00% | 0.01% |
| 05/07/2024 | MONTAG A & ASSOCIATES INC | 21,077 | $210,138 | 100.00% | 0.01% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 19,561 | $195,020 | 41.50% | 0.01% |
| 05/09/2024 | TORTOISE INVESTMENT MANAGEMENT, LLC | 18,897 | $188,403 | 0.00% | 0.01% |
| 05/13/2024 | CREATIVE PLANNING | 17,977 | $179,231 | 0.00% | 0.01% |
| 04/02/2024 | M&R CAPITAL MANAGEMENT INC | 17,692 | $176,389 | 0.00% | 0.01% |
| 05/13/2024 | BANK OF MONTREAL /CAN/ | 17,212 | $174,702 | 0.00% | 0.01% |
| 04/10/2024 | APELLA CAPITAL, LLC | 17,206 | $171,716 | 0.00% | 0.01% |
| 05/13/2024 | WESCOTT FINANCIAL ADVISORY GROUP, LLC | 16,408 | $163,588 | 0.00% | 0.01% |
| 05/14/2024 | FIDUCIARY TRUST CO | 16,000 | $159,520 | 0.00% | 0.01% |
| 05/15/2024 | CITADEL ADVISORS LLC | 15,516 | $154,695 | 28.87% | 0.01% |
| 04/29/2024 | SEASCAPE CAPITAL MANAGEMENT | 14,754 | $147,000 | 0.00% | 0.01% |
| 05/08/2024 | BELL INVESTMENT ADVISORS, INC | 13,267 | $132,272 | 0.00% | 0.01% |
| 05/13/2024 | TD CAPITAL MANAGEMENT LLC | 13,138 | $130,990 | 0.35% | 0.00% |
| 05/14/2024 | SAMJO MANAGEMENT, LLC | 12,904 | $128,653 | 0.00% | 0.00% |
| 05/08/2024 | CYPRESS CAPITAL GROUP | 10,741 | $107,088 | 0.00% | 0.00% |
| 04/30/2024 | NORTHCAPE WEALTH MANAGEMENT, LLC | 10,000 | $99,700 | 0.00% | 0.00% |
| 04/16/2024 | COUNTRY TRUST BANK | 9,176 | $91,485 | 0.00% | 0.00% |
| 05/13/2024 | BESSEMER GROUP INC | 8,603 | $86,000 | 100.00% | 0.00% |
| 05/13/2024 | UBS GROUP AG | 3,870 | $38,584 | -42.08% | 0.00% |
| 04/26/2024 | PRESTIGE WEALTH MANAGEMENT GROUP LLC | 1,123 | $11,197 | 0.00% | 0.00% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 232 | $2,313 | 0.00% | 0.00% |
A. During the previous two years, 53 institutional investors and hedge funds held shares of Empire State Realty OP, L.P.. The most heavily invested institutionals were:
CI Private Wealth, LLC: 114,736
Sterling Financial Group, Inc.: 101,522
North Star Investment Management Corp.: 94,631
MORGAN STANLEY: 71,510
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 70,434
COMMONWEALTH EQUITY SERVICES, LLC: 62,856
A. 0.38% of Empire State Realty OP, L.P. stock is owned by institutional investors.
A. Institutional investors have bought a total of 1.31 M shares in the last 24 months. This purchase volume represents approximately $12.24 M in transactions.
