Purchases and Sales Made in Q4 2023 in Omega Healthcare Investors Inc (OHI)
This table provides information about the institutional ownership of Omega Healthcare Investors Inc (OHI) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
387+ 5.67% |
$11.8K - $13.4K
|
7.22K
$277K
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
369+ 1.05% |
$11.2K - $12.7K
|
35.7K
$1.37M
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
367New |
$11.2K - $12.7K
|
367
$14.1K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
365+ 1.05% |
$11.1K - $12.6K
|
35K
$1.34M
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
335+ 1.97% |
$10.2K - $11.6K
|
17.4K
$666K
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
333+ 0.23% |
$10.1K - $11.5K
|
147K
$5.63M
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
323+ 5.01% |
$9.82K - $11.1K
|
6.77K
$259K
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
308+ 0.45% |
$9.36K - $10.6K
|
69K
$2.64M
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
302+ 0.35% |
$9.18K - $10.4K
|
86.9K
$3.33M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
287+ 1.04% |
$8.72K - $9.9K
|
27.8K
$1.07M
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
284New |
$8.63K - $9.8K
|
284
$10.9K
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
257+ 1.87% |
$7.81K - $8.87K
|
14K
$536K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
254+ 69.97% |
$7.72K - $8.77K
|
617
$23.6K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
240New |
$7.3K - $8.28K
|
240
$9.2K
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.34% |
$6.08K - $6.9K
|
58.8K
$2.25M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
196+ 0.36% |
$5.96K - $6.76K
|
54.5K
$2.09M
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
168+ 2.46% |
$5.11K - $5.8K
|
6.99K
$268K
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
136New |
$4.13K - $4.69K
|
136
$5.21K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
122New |
$3.71K - $4.21K
|
122
$4.68K
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
119+ 0.43% |
$3.62K - $4.11K
|
27.7K
$1.06M
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
106New |
$3.22K - $3.66K
|
106
$4.06K
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
103+ 0.35% |
$3.13K - $3.55K
|
29.4K
$1.13M
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100+ 7.1% |
$3.04K - $3.45K
|
1.51K
$57.8K
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
95+ 1.29% |
$2.89K - $3.28K
|
7.44K
$285K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
80+ 1.15% |
$2.43K - $2.76K
|
7.04K
$270K
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
73+ 1.12% |
$2.22K - $2.52K
|
6.56K
$252K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
72New |
$2.19K - $2.48K
|
72
$2.76K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
61New |
$1.85K - $2.11K
|
61
$2.34K
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
60+ 0.58% |
$1.82K - $2.07K
|
10.4K
$401K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
60New |
$1.82K - $2.07K
|
60
$2.3K
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
58+ 0.02% |
$1.76K - $2K
|
247K
$9.46M
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
56New |
$1.7K - $1.93K
|
56
$2.15K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
54+ 2.14% |
$1.64K - $1.86K
|
2.58K
$98.7K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
53+ 1.81% |
$1.61K - $1.83K
|
2.98K
$114K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
53New |
$1.61K - $1.83K
|
53
$2.03K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
44New |
$1.34K - $1.52K
|
44
$1.69K
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
43+ 2.12% |
$1.31K - $1.48K
|
2.07K
$79.5K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
40+ 10.0% |
$1.22K - $1.38K
|
440
$16.9K
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
32+ 0.24% |
$973 - $1.1K
|
13.2K
$508K
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
29+ 0.21% |
$882 - $1K
|
13.9K
$532K
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
25+ 1.21% |
$760 - $863
|
2.1K
$80.5K
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
25+ 2.09% |
$760 - $863
|
1.22K
$46.8K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
24+ 2400.0% |
$730 - $828
|
25
$958
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
23+ 0.65% |
$699 - $794
|
3.56K
$136K
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15+ 0.16% |
$456 - $518
|
9.46K
$362K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
12New |
$365 - $414
|
12
$460
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
11+ 0.27% |
$334 - $380
|
4.06K
$156K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
9+ 0.05% |
$274 - $311
|
18.3K
$703K
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8New |
$243 - $276
|
8
$307
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
7+ 2.28% |
$213 - $242
|
314
$12K
|