Purchases and Sales Made in Q3 2023 in Omega Healthcare Investors Inc (OHI)
This table provides information about the institutional ownership of Omega Healthcare Investors Inc (OHI) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
260+ 3.12% |
$7.85K - $8.77K
|
8.6K
$330K
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.5% |
$6.04K - $6.74K
|
40.3K
$1.54M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
197+ 0.71% |
$5.95K - $6.64K
|
28K
$1.07M
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
180+ 2.51% |
$5.43K - $6.07K
|
7.35K
$282K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
166+ 1509.09% |
$5.01K - $5.6K
|
177
$6.78K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
160+ 2.23% |
$4.83K - $5.4K
|
7.34K
$281K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
152+ 2.25% |
$4.59K - $5.13K
|
6.9K
$264K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
147+ 1.65% |
$4.44K - $4.96K
|
9.07K
$347K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
109+ 0.21% |
$3.29K - $3.68K
|
51.1K
$1.96M
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
100New |
$3.02K - $3.37K
|
100
$3.83K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
95+ 2.84% |
$2.87K - $3.2K
|
3.44K
$132K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
91+ 1.86% |
$2.75K - $3.07K
|
4.98K
$191K
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
79+ 0.38% |
$2.39K - $2.66K
|
21.1K
$810K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
77+ 1.14% |
$2.32K - $2.6K
|
6.83K
$262K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
70+ 41.67% |
$2.11K - $2.36K
|
238
$9.12K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
67+ 5.7% |
$2.02K - $2.26K
|
1.24K
$47.6K
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
61+ 0.59% |
$1.84K - $2.06K
|
10.4K
$398K
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
56+ 2.13% |
$1.69K - $1.89K
|
2.69K
$103K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
53+ 1.84% |
$1.6K - $1.79K
|
2.93K
$112K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
52+ 2.11% |
$1.57K - $1.75K
|
2.52K
$96.6K
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
49New |
$1.48K - $1.65K
|
49
$1.88K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
48+ 0.7% |
$1.45K - $1.62K
|
6.94K
$266K
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
42+ 2.11% |
$1.27K - $1.42K
|
2.03K
$77.8K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
41+ 0.42% |
$1.24K - $1.38K
|
9.74K
$373K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
41+ 0.42% |
$1.24K - $1.38K
|
9.74K
$373K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
41+ 2.17% |
$1.24K - $1.38K
|
1.93K
$74K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
40+ 15.09% |
$1.21K - $1.35K
|
305
$11.7K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
38+ 0.37% |
$1.15K - $1.28K
|
10.2K
$391K
|
|
Nov 09, 2023
Q3 2023
|
Capital Square, LLC
|
BUY
|
- |
33+ 0.32% |
$996 - $1.11K
|
10.2K
$392K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
31New |
$936 - $1.05K
|
31
$1.19K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
30New |
$906 - $1.01K
|
30
$1.15K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
29+ 0.59% |
$876 - $978
|
4.94K
$189K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
28+ 0.21% |
$845 - $944
|
13.3K
$510K
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
28+ 0.21% |
$845 - $944
|
13.3K
$510K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
24+ 1.17% |
$725 - $809
|
2.07K
$79.5K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19+ 0.16% |
$574 - $641
|
12.1K
$464K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18+ 1.92% |
$543 - $607
|
957
$36.7K
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
16+ 2.18% |
$483 - $540
|
750
$28.7K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
8+ 0.01% |
$242 - $270
|
57.4K
$2.2M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
8+ 0.04% |
$242 - $270
|
18.3K
$703K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
6+ 1.99% |
$181 - $202
|
307
$11.8K
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 31.58% |
$181 - $202
|
25
$958
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4+ 0.0% |
$121 - $135
|
341K
$13.1M
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 2.75% |
$90.6 - $101
|
112
$4.29K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2New |
$60.4 - $67.4
|
2
$76.7
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 2.7% |
$60.4 - $67.4
|
76
$2.91K
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$30.2 - $33.7
|
11.3K
$432K
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.01% |
$30.2 - $33.7
|
13.9K
$531K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 0.65% |
$60.4 - $67.4
|
304
$11.7K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3- 0.07% |
$90.6 - $101
|
4.12K
$158K
|