Purchases and Sales Made in Q3 2023 in Medical Properties Trust Inc (MPW)
This table provides information about the institutional ownership of Medical Properties Trust Inc (MPW) during Q3 2023. The information is specifically focused on institutions that hold shares of MEDICAL PROPERTIES TRUST INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
123+ 0.54% |
$619 - $1.31K
|
22.9K
$86.4K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
119+ 1.11% |
$599 - $1.26K
|
10.9K
$41K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
111New |
$558 - $1.18K
|
111
$418
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
104+ 0.74% |
$523 - $1.1K
|
14.1K
$53.3K
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
101+ 0.55% |
$508 - $1.07K
|
18.4K
$69.3K
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
100+ 0.63% |
$503 - $1.06K
|
16.1K
$60.7K
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
99+ 0.77% |
$498 - $1.05K
|
12.9K
$48.5K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
71+ 8.53% |
$357 - $754
|
903
$3.4K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
68New |
$342 - $722
|
68
$256
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
67+ 0.64% |
$337 - $712
|
10.6K
$40K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
63+ 17.5% |
$317 - $669
|
423
$1.59K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
50New |
$252 - $531
|
50
$189
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
43+ 2.93% |
$216 - $457
|
1.51K
$5.7K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
26+ 1.44% |
$131 - $276
|
1.83K
$6.9K
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
18+ 0.01% |
$90.5 - $191
|
289K
$1.09M
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
16+ 3.02% |
$80.5 - $170
|
545
$2.05K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
14+ 2.87% |
$70.4 - $149
|
502
$1.89K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 2.76% |
$60.4 - $127
|
446
$1.68K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
11+ 2.72% |
$55.3 - $117
|
415
$1.56K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8+ 2.9% |
$40.2 - $85
|
284
$1.07K
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 3.14% |
$35.2 - $74.3
|
230
$867
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
6+ 2.83% |
$30.2 - $63.7
|
218
$822
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
4+ 0.12% |
$20.1 - $42.5
|
3.31K
$12.5K
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 4.44% |
$10.1 - $21.2
|
47
$177
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1New |
$5.03 - $10.6
|
1
$3.77
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-16- 5.8% |
$80.5 - $170
|
260
$980
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-16- 1.08% |
$80.5 - $170
|
1.47K
$5.52K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 50.0% |
$252 - $531
|
50
$189
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-54- 0.1% |
$272 - $573
|
56K
$211K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-68Closed |
$342 - $722
|
0
$0
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-84- 18.5% |
$423 - $892
|
370
$1.39K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-85- 13.84% |
$428 - $903
|
529
$1.99K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-105- 10.78% |
$528 - $1.12K
|
869
$3.28K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-106- 58.56% |
$533 - $1.13K
|
75
$283
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-110- 18.03% |
$553 - $1.17K
|
500
$1.89K
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-160- 1.47% |
$805 - $1.7K
|
10.7K
$40.5K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-236- 4.85% |
$1.19K - $2.51K
|
4.63K
$17.5K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-238- 4.79% |
$1.2K - $2.53K
|
4.73K
$17.8K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-251- 0.19% |
$1.26K - $2.67K
|
133K
$500K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-262- 11.56% |
$1.32K - $2.78K
|
2K
$7.56K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-263- 2.24% |
$1.32K - $2.79K
|
11.5K
$43.3K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-300- 7.97% |
$1.51K - $3.19K
|
3.46K
$13.1K
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-300- 2.4% |
$1.51K - $3.19K
|
12.2K
$46K
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-310- 2.09% |
$1.56K - $3.29K
|
14.5K
$54.7K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-332- 6.58% |
$1.67K - $3.53K
|
4.72K
$17.8K
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-350- 2.73% |
$1.76K - $3.72K
|
12.5K
$46.9K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-370- 83.15% |
$1.86K - $3.93K
|
75
$283
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-377- 2.9% |
$1.9K - $4K
|
12.6K
$47.6K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-390Closed |
$1.96K - $4.14K
|
0
$0
|