Purchases and Sales Made in Q1 2021 in Healthcare Trust Of America, Inc. (HTA)
This table provides information about the institutional ownership of Healthcare Trust Of America, Inc. (HTA) during Q1 2021. The information is specifically focused on institutions that hold shares of HEALTHCARE TRUST OF AMERICA, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
208+ 0.8% |
$5.45K - $6.05K
|
26.3K
$0
|
|
Apr 27, 2021
Q1 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
200New |
$5.24K - $5.82K
|
200
$0
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
190New |
$4.98K - $5.53K
|
190
$0
|
|
May 13, 2021
Q1 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
179New |
$4.69K - $5.21K
|
179
$0
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
160+ 7.18% |
$4.19K - $4.65K
|
2.39K
$0
|
|
May 03, 2021
Q1 2021
|
Ellevest, Inc.
|
BUY
|
- |
152+ 67.86% |
$3.98K - $4.42K
|
376
$0
|
|
May 10, 2021
Q1 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
142+ 373.68% |
$3.72K - $4.13K
|
180
$0
|
|
May 12, 2021
Q1 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
133+ 1.53% |
$3.48K - $3.87K
|
8.81K
$0
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
122+ 0.96% |
$3.2K - $3.55K
|
12.8K
$0
|
|
May 14, 2021
Q1 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
114+ 4.63% |
$2.99K - $3.32K
|
2.57K
$0
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
90New |
$2.36K - $2.62K
|
90
$0
|
|
May 06, 2021
Q1 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
75+ 0.54% |
$1.97K - $2.18K
|
14K
$0
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
73+ 0.21% |
$1.91K - $2.12K
|
34.9K
$0
|
|
May 17, 2021
Q1 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
70New |
$1.83K - $2.04K
|
70
$0
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
45+ 3.68% |
$1.18K - $1.31K
|
1.27K
$0
|
|
Apr 21, 2021
Q1 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
24New |
$629 - $698
|
24
$0
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
20New |
$524 - $582
|
20
$0
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
15+ 2.48% |
$393 - $436
|
621
$0
|
|
May 17, 2021
Q1 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 1.14% |
$288 - $320
|
977
$0
|
|
May 15, 2024
Q1 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 0.02% |
$157 - $175
|
31.1K
$0
|
|
May 11, 2021
Q1 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 0.36% |
$78.6 - $87.3
|
847
$0
|
|
May 12, 2021
Q1 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.15% |
$52.4 - $58.2
|
1.33K
$0
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-32- 8.27% |
$838 - $931
|
355
$0
|
|
May 12, 2021
Q1 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-35- 2.46% |
$917 - $1.02K
|
1.39K
$0
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-42- 21.88% |
$1.1K - $1.22K
|
150
$0
|
|
May 13, 2021
Q1 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-50- 0.29% |
$1.31K - $1.45K
|
17.5K
$0
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-60- 5.55% |
$1.57K - $1.75K
|
1.02K
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-67Closed |
$1.76K - $1.95K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-72- 2.5% |
$1.89K - $2.09K
|
2.81K
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-80Closed |
$2.1K - $2.33K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-85Closed |
$2.23K - $2.47K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-107- 1.35% |
$2.8K - $3.11K
|
7.83K
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-125Closed |
$3.28K - $3.64K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-200- 0.25% |
$5.24K - $5.82K
|
79.7K
$0
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-200- 15.12% |
$5.24K - $5.82K
|
1.12K
$0
|
|
May 07, 2021
Q1 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-216- 7.67% |
$5.66K - $6.28K
|
2.6K
$0
|
|
May 13, 2021
Q1 2021
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-228- 0.08% |
$5.97K - $6.63K
|
279K
$0
|
|
May 10, 2021
Q1 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-230- 1.72% |
$6.03K - $6.69K
|
13.1K
$0
|
|
May 07, 2021
Q1 2021
|
Capital Square, LLC
|
SELL
|
- |
-247- 1.41% |
$6.47K - $7.19K
|
17.3K
$0
|
|
May 05, 2021
Q1 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-250- 7.74% |
$6.55K - $7.27K
|
2.98K
$0
|
|
May 13, 2021
Q1 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-255Closed |
$6.68K - $7.42K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
SELL
|
- |
-300- 2.2% |
$7.86K - $8.73K
|
13.3K
$0
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
SELL
|
- |
-300- 23.08% |
$7.86K - $8.73K
|
1K
$0
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-313Closed |
$8.2K - $9.11K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Ibm Retirement Fund
|
SELL
|
- |
-327- 4.11% |
$8.57K - $9.51K
|
7.62K
$0
|
|
May 17, 2021
Q1 2021
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-392- 1.4% |
$10.3K - $11.4K
|
27.6K
$0
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-461- 2.26% |
$12.1K - $13.4K
|
20K
$0
|
|
Apr 28, 2021
Q1 2021
|
Manning & Napier Group, LLC
|
SELL
|
- |
-532- 0.24% |
$13.9K - $15.5K
|
218K
$0
|
|
May 10, 2021
Q1 2021
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-544- 0.07% |
$14.3K - $15.8K
|
825K
$0
|
|
Apr 15, 2021
Q1 2021
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-550- 2.64% |
$14.4K - $16K
|
20.3K
$0
|