Purchases and Sales Made in Q3 2021 in Healthcare Trust Of America, Inc. (HTA)
This table provides information about the institutional ownership of Healthcare Trust Of America, Inc. (HTA) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
28+ 40.0% |
$752 - $876
|
98
$0
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
25+ 0.8% |
$672 - $782
|
3.16K
$0
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
23+ 13.29% |
$618 - $719
|
196
$0
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
21+ 1.26% |
$564 - $657
|
1.69K
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20+ 0.15% |
$537 - $626
|
13.4K
$0
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
10New |
$269 - $313
|
10
$0
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
10+ 1.22% |
$269 - $313
|
827
$0
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
7+ 1.11% |
$188 - $219
|
635
$0
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 0.02% |
$161 - $188
|
31.1K
$0
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.1% |
$107 - $125
|
4.13K
$0
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 0.35% |
$80.6 - $93.8
|
853
$0
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 0.07% |
$53.7 - $62.6
|
2.82K
$0
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.01% |
$53.7 - $62.6
|
24.8K
$0
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$53.7 - $62.6
|
12.1K
$0
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- -0.0% |
$26.9 - $31.3
|
49.6K
$0
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-15Closed |
$403 - $469
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-15- 4.29% |
$403 - $469
|
335
$0
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-26- 7.78% |
$699 - $813
|
308
$0
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-47- 5.54% |
$1.26K - $1.47K
|
802
$0
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-50Closed |
$1.34K - $1.56K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-67- 32.37% |
$1.8K - $2.1K
|
140
$0
|
|
Mar 22, 2023
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-74- 1.68% |
$1.99K - $2.31K
|
4.33K
$0
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-76- 0.22% |
$2.04K - $2.38K
|
34.8K
$0
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-78- 0.56% |
$2.1K - $2.44K
|
13.9K
$0
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-105- 1.76% |
$2.82K - $3.28K
|
5.85K
$0
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-128- 0.32% |
$3.44K - $4K
|
39.7K
$0
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-150- 0.43% |
$4.03K - $4.69K
|
34.5K
$0
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-221- 2.13% |
$5.94K - $6.91K
|
10.2K
$0
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-230- 53.49% |
$6.18K - $7.19K
|
200
$0
|
|
Nov 15, 2021
Q3 2021
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-259- 0.36% |
$6.96K - $8.1K
|
72.2K
$0
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-295- 10.85% |
$7.93K - $9.23K
|
2.42K
$0
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-360- 27.13% |
$9.67K - $11.3K
|
967
$0
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-364- 2.09% |
$9.78K - $11.4K
|
17.1K
$0
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-398Closed |
$10.7K - $12.4K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-470- 4.11% |
$12.6K - $14.7K
|
11K
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-507- 0.82% |
$13.6K - $15.9K
|
61.5K
$0
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-650- 57.88% |
$17.5K - $20.3K
|
473
$0
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-680Closed |
$18.3K - $21.3K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-749- 0.9% |
$20.1K - $23.4K
|
82.7K
$0
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-851Closed |
$22.9K - $26.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-943- -0.0% |
$25.3K - $29.5K
|
31.3M
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.03KClosed |
$27.7K - $32.2K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.17K- 3.34% |
$31.4K - $36.6K
|
33.8K
$0
|
|
Nov 12, 2021
Q3 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 1.85% |
$33.8K - $39.4K
|
66.8K
$0
|
|
Oct 27, 2021
Q3 2021
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.39K- 0.33% |
$37.4K - $43.6K
|
422K
$0
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.54K- 56.57% |
$41.4K - $48.2K
|
1.18K
$0
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.8K- 19.29% |
$48.3K - $56.2K
|
7.52K
$0
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.07K- 5.5% |
$55.5K - $64.6K
|
35.5K
$0
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.07K- 3.11% |
$55.7K - $64.8K
|
64.6K
$0
|
|
Oct 29, 2021
Q3 2021
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.1K- 5.04% |
$56.3K - $65.6K
|
39.5K
$0
|