Purchases and Sales Made in Q4 2023 in Inven Trust Properties Corp. (IVT)
This table provides information about the institutional ownership of Inven Trust Properties Corp. (IVT) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-690- 10.38% |
$15.7K - $18.5K
|
5.96K
$179K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-694- 10.41% |
$15.8K - $18.6K
|
5.97K
$180K
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-749- 1.65% |
$17.1K - $20.1K
|
44.5K
$1.34M
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-800- 16.73% |
$18.2K - $21.4K
|
3.98K
$120K
|
|
Feb 07, 2024
Q4 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
SELL
|
- |
-871- 0.21% |
$19.9K - $23.3K
|
413K
$12.4M
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-892- 8.13% |
$20.3K - $23.9K
|
10.1K
$303K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-922- 22.06% |
$21K - $24.7K
|
3.26K
$98K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-950- 6.27% |
$21.7K - $25.5K
|
14.2K
$427K
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-997- 4.62% |
$22.7K - $26.7K
|
20.6K
$619K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1K- 7.72% |
$22.9K - $26.9K
|
12K
$361K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.18K- 5.05% |
$26.9K - $31.6K
|
22.1K
$665K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.18K- 5.44% |
$26.9K - $31.6K
|
20.5K
$616K
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
SELL
|
- |
-1.26K- 9.15% |
$28.7K - $33.7K
|
12.5K
$376K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.27K- 4.93% |
$29K - $34.1K
|
24.5K
$738K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.48K- 3.49% |
$33.8K - $39.7K
|
41K
$1.23M
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.67K- 38.66% |
$38.2K - $44.9K
|
2.66K
$79.9K
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.7K- 13.21% |
$38.7K - $45.5K
|
11.2K
$335K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.73K- 24.89% |
$39.4K - $46.3K
|
5.21K
$157K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.74K- 13.46% |
$39.8K - $46.7K
|
11.2K
$337K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.94K- 9.14% |
$44.2K - $51.9K
|
19.2K
$578K
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.99K- 2.09% |
$45.3K - $53.3K
|
93K
$2.8M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.06K- 28.28% |
$47.1K - $55.3K
|
5.23K
$157K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.35K- 11.71% |
$53.5K - $62.9K
|
17.7K
$532K
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.53K- 10.28% |
$57.6K - $67.7K
|
22K
$663K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.66K- 2.55% |
$60.7K - $71.3K
|
102K
$3.05M
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.23K- 6.25% |
$73.6K - $86.5K
|
48.4K
$1.45M
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.25K- 10.07% |
$74.2K - $87.2K
|
29K
$873K
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.32K- 4.45% |
$75.8K - $89K
|
71.4K
$2.15M
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.96K- 13.96% |
$90.3K - $106K
|
24.4K
$734K
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-4.08K- 28.78% |
$93K - $109K
|
10.1K
$303K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.19K- 32.62% |
$95.6K - $112K
|
8.65K
$260K
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-4.51K- 14.21% |
$103K - $121K
|
27.2K
$818K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.58K- 7.22% |
$104K - $123K
|
58.9K
$1.77M
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.19K- 9.75% |
$118K - $139K
|
48.1K
$1.45M
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.3K- 8.82% |
$121K - $142K
|
54.8K
$1.65M
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-5.93K- 9.04% |
$135K - $159K
|
59.6K
$1.79M
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-6.94K- 13.82% |
$158K - $186K
|
43.2K
$1.3M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.38K- 16.84% |
$168K - $198K
|
36.4K
$1.1M
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-7.39K- 1.14% |
$168K - $198K
|
643K
$19.3M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.54K- 30.61% |
$195K - $229K
|
19.4K
$582K
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.9K- 53.26% |
$226K - $265K
|
8.68K
$261K
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-10.8K- 2.15% |
$246K - $289K
|
491K
$14.8M
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-11.1K- 22.09% |
$252K - $296K
|
39K
$1.17M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12K- 22.49% |
$274K - $322K
|
41.4K
$1.25M
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-13.8K- 53.03% |
$316K - $371K
|
12.3K
$369K
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-15.3K- 10.31% |
$349K - $410K
|
133K
$4M
|
|
Feb 13, 2024
Q4 2023
|
Third Avenue Management LLC
New York, NY |
SELL
|
- |
-16.7K- 3.87% |
$382K - $449K
|
416K
$12.5M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.6K- 13.88% |
$403K - $473K
|
110K
$3.29M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-17.9K- 30.9% |
$408K - $479K
|
40K
$1.2M
|
|
Jan 24, 2024
Q4 2023
|
Ldr Capital Management LLC
New York, NY |
SELL
|
- |
-19.2K- 26.57% |
$438K - $515K
|
53.1K
$1.6M
|