Purchases and Sales Made in Q2 2023 in Omega Healthcare Investors Inc (OHI)
This table provides information about the institutional ownership of Omega Healthcare Investors Inc (OHI) during Q2 2023. The information is specifically focused on institutions that hold shares of OMEGA HEALTHCARE INVESTORS INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
140+ 2.93% |
$3.66K - $4.37K
|
4.91K
$188K
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
138+ 41.19% |
$3.61K - $4.31K
|
473
$18.1K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
133+ 14.22% |
$3.48K - $4.15K
|
1.07K
$40.9K
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
127New |
$3.32K - $3.96K
|
127
$4.87K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
117+ 12.65% |
$3.06K - $3.65K
|
1.04K
$39.9K
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
114+ 1.13% |
$2.98K - $3.56K
|
10.2K
$390K
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
113+ 1.37% |
$2.95K - $3.53K
|
8.34K
$320K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
113+ 2.82% |
$2.95K - $3.53K
|
4.12K
$158K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
112+ 0.22% |
$2.93K - $3.49K
|
52.1K
$2M
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
104+ 51.23% |
$2.72K - $3.24K
|
307
$11.8K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
104+ 0.86% |
$2.72K - $3.24K
|
12.2K
$469K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
100New |
$2.62K - $3.12K
|
100
$3.83K
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
100New |
$2.62K - $3.12K
|
100
$3.83K
|
|
Jul 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
90+ 0.43% |
$2.35K - $2.81K
|
21.1K
$808K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
85+ 0.72% |
$2.22K - $2.65K
|
12K
$458K
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
83+ 0.33% |
$2.17K - $2.59K
|
25.4K
$973K
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
83+ 8.76% |
$2.17K - $2.59K
|
1.03K
$39.5K
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
63+ 0.61% |
$1.65K - $1.97K
|
10.3K
$396K
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
59+ 2.3% |
$1.54K - $1.84K
|
2.63K
$101K
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
58New |
$1.52K - $1.81K
|
58
$2.22K
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
57+ 0.45% |
$1.49K - $1.78K
|
12.8K
$491K
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
56+ 1.99% |
$1.46K - $1.75K
|
2.88K
$110K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
55+ 2.28% |
$1.44K - $1.72K
|
2.47K
$94.6K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
50+ 0.59% |
$1.31K - $1.56K
|
8.49K
$326K
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
44+ 2.26% |
$1.15K - $1.37K
|
1.99K
$76.2K
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
40+ 0.07% |
$1.05K - $1.25K
|
55.2K
$2.12M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
38+ 0.78% |
$994 - $1.19K
|
4.89K
$187K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
18+ 32.14% |
$471 - $562
|
74
$2.84K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16+ 0.13% |
$418 - $499
|
12.2K
$469K
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
16+ 2.23% |
$418 - $499
|
734
$28.1K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 0.17% |
$235 - $281
|
5.21K
$200K
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
9+ 0.88% |
$235 - $281
|
1.03K
$39.6K
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
7+ 2.38% |
$183 - $218
|
301
$11.5K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7+ 0.02% |
$183 - $218
|
28K
$1.07M
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4+ 14.81% |
$105 - $125
|
31
$1.19K
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 1.87% |
$52.3 - $62.4
|
109
$4.18K
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 2.78% |
$52.3 - $62.4
|
74
$2.84K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2+ 1.71% |
$52.3 - $62.4
|
119
$4.56K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1New |
$26.2 - $31.2
|
1
$38.3
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-12Closed |
$314 - $374
|
0
$0
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-18- 3.42% |
$471 - $562
|
509
$19.5K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-22- 66.67% |
$575 - $686
|
11
$422
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-44- 0.16% |
$1.15K - $1.37K
|
27.8K
$1.06M
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-49- 33.56% |
$1.28K - $1.53K
|
97
$3.72K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-53- 4.61% |
$1.39K - $1.65K
|
1.1K
$42K
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-64- 0.89% |
$1.67K - $2K
|
7.16K
$274K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-70- 4.55% |
$1.83K - $2.18K
|
1.47K
$56.3K
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-87- 6.92% |
$2.28K - $2.71K
|
1.17K
$44.9K
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-96- 0.35% |
$2.51K - $3K
|
27.1K
$1.04M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-98- 0.53% |
$2.56K - $3.06K
|
18.3K
$703K
|