Latest Institutional Purchases of Healthcare Trust Of America, Inc. (HTA)
This list provides information on the latest institutional transactions involving Healthcare Trust Of America, Inc. (HTA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.54KNew |
$46.2K - $53.6K
|
1.54K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
980New |
$29.4K - $34K
|
980
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
85New |
$2.55K - $2.95K
|
85
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
7.44KNew |
$200K - $233K
|
7.44K
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Spirit Of America Management Corp
|
BUY
|
- |
2.5K+ 33.33% |
$67.2K - $78.2K
|
10K
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.53KNew |
$41.2K - $48K
|
1.53K
$0
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
589New |
$15.8K - $18.4K
|
589
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
70New |
$1.88K - $2.19K
|
70
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
70New |
$1.88K - $2.19K
|
70
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
10New |
$269 - $313
|
10
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Community Capital Management, LLC
|
BUY
|
- |
10KNew |
$267K - $295K
|
10K
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
1.65KNew |
$44K - $48.6K
|
1.65K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
847New |
$22.6K - $25K
|
847
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
625New |
$16.7K - $18.5K
|
625
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
200New |
$5.34K - $5.9K
|
200
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
19New |
$507 - $561
|
19
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
23.2KNew |
$549K - $653K
|
23.2K
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
7.7KNew |
$182K - $217K
|
7.7K
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
4KNew |
$94.8K - $113K
|
4K
$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
|
Whittier Trust CO
|
BUY
|
- |
1.34KNew |
$31.7K - $37.7K
|
1.34K
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
377New |
$8.94K - $10.6K
|
377
$0
|
|
| Q3 2020 | |||||||
|
Oct 06, 2020
Q3 2020
|
Sequent Asset Management, LLC
|
BUY
|
- |
7.03K+ 13.15% |
$173K - $195K
|
60.5K
$0
|
|
|
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
475+ 1900.0% |
$11.7K - $13.2K
|
500
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Tekla Capital Management LLC
|
BUY
|
- |
24.7K+ 53.61% |
$515K - $842K
|
70.7K
$0
|
|
|
May 15, 2020
Q1 2020
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
14.6KNew |
$305K - $499K
|
14.6K
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
162KNew |
$4.66M - $5.05M
|
162K
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.02KNew |
$116K - $125K
|
4.02K
$0
|
|
| Q1 2019 | |||||||
|
Apr 10, 2019
Q1 2019
|
Canton Hathaway, LLC
|
BUY
|
- |
3K+ 100.0% |
$74.2K - $86.6K
|
6K
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.18KNew |
$28.9K - $34.3K
|
1.18K
$0
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
16.4KNew |
$426K - $476K
|
16.4K
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
1.05MNew |
$30.9M - $33.1M
|
1.05M
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Ubs Group Ag
|
BUY
|
PUT |
1KNew |
$29.5K - $31.6K
|
1K
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
35New |
$1.03K - $1.11K
|
35
$0
|
|
| Q4 2014 | |||||||
|
Jan 17, 2018
Q4 2014
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.7KNew |
N/A
|
8.7K
$0
|
|