Purchases and Sales Made in Q4 2022 in Inven Trust Properties Corp. (IVT)
This table provides information about the institutional ownership of Inven Trust Properties Corp. (IVT) during Q4 2022. The information is specifically focused on institutions that hold shares of InvenTrust Properties Corp..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-752- 15.15% |
$16.3K - $19.7K
|
4.21K
$114K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-785- 15.91% |
$17K - $20.6K
|
4.15K
$112K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1K- 3.62% |
$21.6K - $26.2K
|
26.6K
$717K
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.07K- 1.57% |
$23.1K - $28K
|
67K
$1.81M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.07K- 2.03% |
$23.2K - $28K
|
51.7K
$1.39M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.09K- 3.32% |
$23.6K - $28.5K
|
31.7K
$854K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.15K- 9.08% |
$24.8K - $30.1K
|
11.5K
$310K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.2K- 35.7% |
$26K - $31.5K
|
2.17K
$58.3K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.36K- 3.02% |
$29.4K - $35.6K
|
43.6K
$1.18M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.4K- 16.82% |
$30.2K - $36.5K
|
6.9K
$186K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.6K- 18.01% |
$34.6K - $41.9K
|
7.28K
$196K
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.65K- 11.97% |
$35.6K - $43.1K
|
12.1K
$326K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.67K- 8.54% |
$36.1K - $43.8K
|
17.9K
$483K
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.81K- 33.37% |
$39K - $47.3K
|
3.61K
$97.2K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.02K- 5.78% |
$43.6K - $52.8K
|
32.9K
$885K
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.12K- 12.26% |
$45.8K - $55.4K
|
15.2K
$409K
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.15K- 18.38% |
$46.4K - $56.2K
|
9.53K
$257K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.29K- 27.91% |
$49.5K - $60K
|
5.92K
$159K
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.3K- 13.69% |
$49.7K - $60.2K
|
14.5K
$391K
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.3K- 2.65% |
$49.7K - $60.2K
|
84.5K
$2.28M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.83K- 9.39% |
$61.1K - $74K
|
27.3K
$736K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.01K- 5.53% |
$65.1K - $78.8K
|
51.4K
$1.39M
|
|
Feb 09, 2023
Q4 2022
|
Abrdn PLC
|
SELL
|
- |
-3.19K- 20.86% |
$68.9K - $83.4K
|
12.1K
$326K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.44K- 20.53% |
$74.4K - $90.1K
|
13.3K
$359K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-3.52K- 9.11% |
$76.1K - $92.2K
|
35.1K
$947K
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.7K- 22.76% |
$80K - $96.9K
|
12.6K
$338K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.33K- 17.83% |
$93.6K - $113K
|
19.9K
$537K
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-4.73K- 14.08% |
$102K - $124K
|
28.8K
$777K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.82K- 77.76% |
$104K - $126K
|
1.38K
$37.2K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.59K- 26.93% |
$121K - $146K
|
15.2K
$409K
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.89K- 10.26% |
$149K - $180K
|
60.2K
$1.62M
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-7.43K- 8.99% |
$161K - $195K
|
75.3K
$2.03M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.52K- 5.14% |
$163K - $197K
|
139K
$3.74M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.92K- 4.72% |
$171K - $207K
|
160K
$4.31M
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8.7K- 12.93% |
$188K - $228K
|
58.6K
$1.58M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.2K- 54.41% |
$221K - $267K
|
8.56K
$231K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.4K- 7.58% |
$246K - $297K
|
139K
$3.73M
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-13.5K- 26.68% |
$292K - $354K
|
37.2K
$1M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.3K- 14.9% |
$309K - $374K
|
81.6K
$2.2M
|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-14.4K- 40.73% |
$310K - $376K
|
20.9K
$563K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15K- 4.5% |
$324K - $393K
|
318K
$8.57M
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-15.1KClosed |
$325K - $394K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.7K- 21.16% |
$384K - $465K
|
66.1K
$1.78M
|
|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
SELL
|
- |
-17.7K- 17.42% |
$384K - $465K
|
84.1K
$2.27M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21K- 6.95% |
$454K - $549K
|
281K
$7.57M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.8K- 8.83% |
$557K - $674K
|
266K
$7.17M
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-27K- 62.77% |
$583K - $706K
|
16K
$431K
|
|
Feb 10, 2023
Q4 2022
|
Third Avenue Management LLC
New York, NY |
SELL
|
- |
-32.3K- 4.46% |
$698K - $845K
|
692K
$18.7M
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-34.1K- 14.44% |
$737K - $893K
|
202K
$5.45M
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-43.7K- 76.54% |
$944K - $1.14M
|
13.4K
$361K
|