Latest Institutional Transactions on Healthcare Trust Of America, Inc. (HTA)
This table provides information on the latest institutional transactions involving Healthcare Trust Of America, Inc. (HTA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 11, 2021
Q4 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
377New |
$8.94K - $10.6K
|
377
$0
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-780Closed |
$18.5K - $22K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-16.2KClosed |
$383K - $455K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
American Assets Capital Advisers, LLC
|
SELL
|
- |
-193KClosed |
$4.58M - $5.44M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-631Closed |
$15K - $17.8K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
7.7KNew |
$182K - $217K
|
7.7K
$0
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2.04KNew |
$48.4K - $57.5K
|
2.04K
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1.68KClosed |
$39.8K - $47.3K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO
|
BUY
|
- |
1.34KNew |
$31.7K - $37.7K
|
1.34K
$0
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
4KNew |
$94.8K - $113K
|
4K
$0
|
|
Jan 15, 2021
Q4 2020
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-325Closed |
$7.71K - $9.16K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
475+ 1900.0% |
$11.7K - $13.2K
|
500
$0
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-75Closed |
$1.85K - $2.09K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-21.6KClosed |
$533K - $600K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13Closed |
$321 - $362
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-36KClosed |
$889K - $1M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-3.1KClosed |
$76.5K - $86.2K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.25KClosed |
$30.9K - $34.8K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17.1KClosed |
$422K - $476K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-54.6KClosed |
$1.35M - $1.52M
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Bailard, Inc.
|
SELL
|
- |
-10.5KClosed |
$258K - $291K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-5K- 14.61% |
$123K - $139K
|
29.2K
$0
|
|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.1KClosed |
$225K - $253K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-320KClosed |
$7.91M - $8.91M
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Community Bank, N.A.
|
SELL
|
- |
-175Closed |
$4.32K - $4.87K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-17Closed |
$420 - $473
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Sequent Asset Management, LLC
|
BUY
|
- |
7.03K+ 13.15% |
$173K - $195K
|
60.5K
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-447- 1.43% |
$9.78K - $12.9K
|
30.9K
$0
|
|
Aug 14, 2020
Q2 2020
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-67.9KClosed |
$1.49M - $1.96M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-864Closed |
$18.9K - $24.9K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-7KClosed |
$153K - $202K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-98Closed |
$2.15K - $2.83K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-43.7KClosed |
$957K - $1.26M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-21.1KClosed |
$463K - $610K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-760Closed |
$16.6K - $21.9K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Keystone Financial Group
|
SELL
|
- |
-8.62KClosed |
$189K - $249K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-56Closed |
$1.23K - $1.62K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.45KClosed |
$31.7K - $41.9K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-750Closed |
$16.4K - $21.7K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-672- 7.74% |
$14.7K - $19.4K
|
8.01K
$0
|
|
Aug 04, 2020
Q2 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-438Closed |
$9.59K - $12.6K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-14.6KClosed |
$320K - $422K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-10.9KClosed |
$240K - $316K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Rothschild Investment Corp
|
SELL
|
- |
-14.5KClosed |
$317K - $418K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-354Closed |
$7.75K - $10.2K
|
0
$0
|
|
Q1 2020 | |||||||
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-35.9KClosed |
$750K - $1.23M
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Townsquare Capital LLC
|
SELL
|
- |
-7.63KClosed |
$159K - $261K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Blackstone Inc
New York, NY |
SELL
|
- |
-725KClosed |
$15.1M - $24.8M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
14.6KNew |
$305K - $499K
|
14.6K
$0
|
|
May 15, 2020
Q1 2020
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-13.9KClosed |
$291K - $475K
|
0
$0
|