Lpl Financial LLC Welltower Inc. Transaction History

Lpl Financial LLC

$218 Billion
Q3 2024

A detailed history of Lpl Financial LLC transactions in Welltower Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 216,190 shares of WELL stock, worth $29.8 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

216,190

Previous 205,674 5.11%

Holding current value

$29.8 Million

Previous $21.4 Million 29.06%

% of portfolio

0.01%

Previous 0.01%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$104.0 - $129.74 $1.09 Million - $1.36 Million	10,516 Added 5.11%	216,190 $27.7 Million
Q2 2024 Aug 07, 2024	BUY	$88.31 - $105.01 $2.51 Million - $2.98 Million	28,407 Added 16.02%	205,674 $21.4 Million
Q1 2024 May 10, 2024	BUY	$86.51 - $94.25 $900,828 - $981,425	10,413 Added 6.24%	177,267 $16.6 Million
Q4 2023 Feb 14, 2024	BUY	$79.31 - $91.87 $1.16 Million - $1.34 Million	14,612 Added 9.6%	166,854 $15 Million
Q3 2023 Nov 13, 2023	SELL	$78.6 - $85.47 $257,807 - $280,341	-3,280 Reduced 2.11%	152,242 $12.5 Million
Q2 2023 Jul 31, 2023	BUY	$70.38 - $81.95 $335,923 - $391,147	4,773 Added 3.17%	155,522 $12.6 Million
Q1 2023 May 10, 2023	SELL	$65.76 - $78.05 $826,800 - $981,322	-12,573 Reduced 7.7%	150,749 $10.8 Million
Q4 2022 Feb 07, 2023	SELL	$57.37 - $71.58 $142,851 - $178,234	-2,490 Reduced 1.5%	163,322 $10.7 Million
Q3 2022 Nov 14, 2022	BUY	$63.33 - $86.34 $166,051 - $226,383	2,622 Added 1.61%	165,812 $10.7 Million
Q2 2022 Aug 12, 2022	BUY	$77.45 - $97.82 $1.45 Million - $1.84 Million	18,774 Added 13.0%	163,190 $13.4 Million
Q1 2022 May 16, 2022	BUY	$79.67 - $98.31 $1 Million - $1.24 Million	12,598 Added 9.56%	144,416 $13.9 Million
Q4 2021 Feb 14, 2022	BUY	$79.36 - $87.07 $679,639 - $745,667	8,564 Added 6.95%	131,818 $11.3 Million
Q3 2021 Nov 15, 2021	BUY	$82.4 - $89.68 $270,848 - $294,778	3,287 Added 2.74%	123,254 $10.2 Million
Q2 2021 Aug 13, 2021	BUY	$71.04 - $84.02 $213,333 - $252,312	3,003 Added 2.57%	119,967 $9.97 Million
Q1 2021 May 14, 2021	BUY	$59.79 - $74.55 $905,101 - $1.13 Million	15,138 Added 14.87%	116,964 $8.38 Million
Q4 2020 Feb 12, 2021	BUY	$52.26 - $67.84 $446,666 - $579,828	8,547 Added 9.16%	101,826 $6.58 Million
Q3 2020 Nov 09, 2020	SELL	$49.2 - $61.12 $151,388 - $188,066	-3,077 Reduced 3.19%	93,279 $5.14 Million
Q2 2020 Aug 13, 2020	SELL	$37.26 - $61.65 $7.34 Million - $12.1 Million	-196,864 Reduced 67.14%	96,356 $4.99 Million
Q1 2020 May 14, 2020	BUY	$33.22 - $89.84 $820,899 - $2.22 Million	24,711 Added 9.2%	293,220 $13.4 Million
Q4 2019 Feb 14, 2020	BUY	$77.4 - $92.21 $893,041 - $1.06 Million	11,538 Added 4.49%	268,509 $22 Million
Q3 2019 Nov 13, 2019	SELL	$81.74 - $92.46 $41,360 - $46,784	-506 Reduced 0.2%	256,971 $23.3 Million
Q2 2019 Aug 09, 2019	BUY	$71.76 - $84.63 $1.38 Million - $1.63 Million	19,211 Added 8.06%	257,477 $21 Million
Q1 2019 May 08, 2019	BUY	$67.29 - $78.72 $771,749 - $902,839	11,469 Added 5.06%	238,266 $18.5 Million
Q4 2018 Feb 07, 2019	BUY	$61.6 - $74.72 $557,972 - $676,813	9,058 Added 4.16%	226,797 $15.7 Million
Q3 2018 Nov 14, 2018	SELL	$61.7 - $67.46 $541,355 - $591,894	-8,774 Reduced 3.87%	217,739 $14 Million
Q2 2018 Aug 14, 2018	BUY	$50.01 - $62.69 $253,300 - $317,524	5,065 Added 2.29%	226,513 $14.2 Million
Q1 2018 May 15, 2018	BUY	$52.03 - $64.14 $6.1 Million - $7.52 Million	117,234 Added 112.49%	221,448 $12.1 Million
Q4 2017 Feb 14, 2018	BUY	$63.27 - $69.55 $906,659 - $996,651	14,330 Added 15.94%	104,214 $6.65 Million
Q3 2017 Nov 14, 2017	SELL	$69.91 - $75.36 $40,827 - $44,010	-584 Reduced 0.65%	89,884 $6.32 Million
Q2 2017 Aug 14, 2017	BUY	N/A	90,468	90,468 $6.77 Million

Others Institutions Holding WELL

# of Institutions

1,153

Shares Held

548M

Call Options Held

1.11M

Put Options Held

2.1M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $63.9B
Description
Welltower Inc. (NYSE:WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve peopl...

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Lpl Financial LLC Welltower Inc. Transaction History