Avantax Advisory Services, Inc. Ventas, Inc. Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ventas, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 65,377 shares of VTR stock, worth $4.15 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

65,377

Previous 67,343 2.92%

Holding current value

$4.15 Million

Previous $3.97 Million 13.37%

% of portfolio

0.03%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$56.9 - $70.47 $111,865 - $138,544	-1,966 Reduced 2.92%	65,377 $4.5 Million
Q4 2024 Feb 07, 2025	SELL	$57.73 - $66.48 $49,994 - $57,571	-866 Reduced 1.27%	67,343 $3.97 Million
Q3 2024 Nov 13, 2024	SELL	$50.88 - $65.33 $26,050 - $33,448	-512 Reduced 0.75%	68,209 $4.37 Million
Q2 2024 Aug 09, 2024	BUY	$41.68 - $51.26 $1.9 Million - $2.34 Million	45,581 Added 196.98%	68,721 $3.52 Million
Q1 2024 May 08, 2024	SELL	$42.29 - $50.57 $311,085 - $371,992	-7,356 Reduced 24.12%	23,140 $1.01 Million
Q4 2023 Feb 07, 2024	BUY	$39.65 - $50.95 $166,450 - $213,888	4,198 Added 15.96%	30,496 $1.52 Million
Q3 2023 Nov 07, 2023	SELL	$41.41 - $49.69 $23,976 - $28,770	-579 Reduced 2.15%	26,298 $1.11 Million
Q2 2023 Aug 11, 2023	SELL	$41.97 - $48.05 $251 - $288	-6 Reduced 0.02%	26,877 $1.27 Million
Q1 2023 Apr 28, 2023	SELL	$41.69 - $53.0 $110,270 - $140,185	-2,645 Reduced 8.96%	26,883 $1.17 Million
Q4 2022 Feb 13, 2023	BUY	$36.04 - $46.52 $649,476 - $838,336	18,021 Added 156.61%	29,528 $1.33 Million
Q3 2022 Nov 01, 2022	SELL	$39.65 - $53.78 $38,500 - $52,220	-971 Reduced 7.78%	11,507 $462,000
Q2 2022 Aug 02, 2022	SELL	$48.43 - $62.86 $132,795 - $172,362	-2,742 Reduced 18.02%	12,478 $642,000
Q1 2022 Apr 27, 2022	BUY	$50.03 - $63.64 $271,112 - $344,865	5,419 Added 55.29%	15,220 $938,000
Q4 2021 Jan 24, 2022	BUY	$45.69 - $56.9 $25,449 - $31,693	557 Added 6.03%	9,801 $501,000
Q3 2021 Oct 21, 2021	SELL	$54.23 - $60.4 $120,878 - $134,631	-2,229 Reduced 19.43%	9,244 $509,000
Q2 2021 Jul 29, 2021	BUY	$52.18 - $59.24 $91,419 - $103,788	1,752 Added 18.02%	11,473 $656,000
Q1 2021 May 13, 2021	BUY	$46.07 - $57.17 $23,035 - $28,585	500 Added 5.42%	9,721 $521,000
Q4 2020 Jan 22, 2021	SELL	$38.84 - $51.49 $465,652 - $617,313	-11,989 Reduced 56.53%	9,221 $453,000
Q3 2020 Oct 14, 2020	BUY	$34.27 - $45.48 $375,873 - $498,824	10,968 Added 107.09%	21,210 $886,000
Q2 2020 Aug 06, 2020	SELL	$22.52 - $45.69 $141,222 - $286,521	-6,271 Reduced 37.98%	10,242 $375,000
Q1 2020 Apr 30, 2020	BUY	$16.97 - $63.05 $13,015 - $48,359	767 Added 4.87%	16,513 $442,000
Q4 2019 Feb 14, 2020	BUY	$55.15 - $74.56 $510,909 - $690,723	9,264 Added 142.92%	15,746 $913,000
Q3 2019 Nov 08, 2019	BUY	$66.92 - $75.23 $204,775 - $230,203	3,060 Added 89.42%	6,482 $477,000
Q2 2019 Aug 06, 2019	BUY	$57.77 - $71.76 $9,936 - $12,342	172 Added 5.29%	3,422 $234,000
Q1 2019 May 13, 2019	BUY	$56.92 - $65.25 $184,990 - $212,062	3,250 New	3,250 $207,000

Others Institutions Holding VTR

# of Institutions

890

Shares Held

405M

Call Options Held

775K

Put Options Held

572K

View Full List

About Ventas, Inc.

Ticker VTR
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 399,712,992
Market Cap $25.4B
Description
Ventas, an S&P 500 company, operates at the intersection of two powerful and dynamic industries ? healthcare and real estate. As one of the world's foremost Real Estate Investment Trusts (REIT), we use the power of capital to unlock the value of real estate, partnering with leading care providers, developers, research and medical institution...

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Avantax Advisory Services, Inc. Ventas, Inc. Transaction History