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 |
---|---|---|---|---|---|---|---|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 1.97% |
$182 - $207
|
311
$11.9K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 2.1% |
$152 - $173
|
243
$9.31K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3New |
$91.2 - $104
|
3
$115
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2New |
$60.8 - $69
|
2
$76.7
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 1.79% |
$60.8 - $69
|
114
$4.37K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 2.63% |
$30.4 - $34.5
|
39
$1.49K
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 2.04% |
$30.4 - $34.5
|
50
$1.92K
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 1.32% |
$30.4 - $34.5
|
77
$2.95K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.56% |
$30.4 - $34.5
|
178
$6.82K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5- 0.4% |
$152 - $173
|
1.24K
$47.5K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 24.0% |
$182 - $207
|
19
$728
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-9- 0.12% |
$274 - $311
|
7.26K
$278K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 4.07% |
$334 - $380
|
259
$9.93K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-12- 14.81% |
$365 - $414
|
69
$2.64K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-14- 2.82% |
$426 - $483
|
482
$18.5K
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-20- 0.27% |
$608 - $690
|
7.5K
$287K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-22- 2.82% |
$669 - $759
|
758
$29.1K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-28- 0.57% |
$851 - $966
|
4.84K
$186K
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-35- 0.18% |
$1.06K - $1.21K
|
19.5K
$746K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-41- 3.9% |
$1.25K - $1.41K
|
1.01K
$38.7K
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-42- 7.59% |
$1.28K - $1.45K
|
511
$19.6K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-46- 0.37% |
$1.4K - $1.59K
|
12.2K
$469K
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-50- 0.75% |
$1.52K - $1.73K
|
6.64K
$254K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-73- 3.78% |
$2.22K - $2.52K
|
1.86K
$71.2K
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-73- 17.51% |
$2.22K - $2.52K
|
344
$13.2K
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-73- 17.51% |
$2.22K - $2.52K
|
344
$13.2K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-92- 0.96% |
$2.8K - $3.17K
|
9.52K
$365K
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-100- 0.11% |
$3.04K - $3.45K
|
89.7K
$3.44M
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.48% |
$3.04K - $3.45K
|
20.6K
$791K
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-102- 1.2% |
$3.1K - $3.52K
|
8.43K
$323K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-106- 0.3% |
$3.22K - $3.66K
|
35.2K
$1.35M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-111- 0.18% |
$3.37K - $3.83K
|
61.2K
$2.35M
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-124- 0.59% |
$3.77K - $4.28K
|
21K
$805K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-139- 14.52% |
$4.23K - $4.8K
|
818
$31.4K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-142- 1.33% |
$4.32K - $4.9K
|
10.5K
$403K
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-149- 0.39% |
$4.53K - $5.14K
|
37.9K
$1.45M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-160- 0.57% |
$4.86K - $5.52K
|
27.8K
$1.07M
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-164- 2.14% |
$4.99K - $5.66K
|
7.51K
$288K
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-184- 2.03% |
$5.59K - $6.35K
|
8.86K
$340K
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-191- 0.37% |
$5.81K - $6.59K
|
50.9K
$1.95M
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-198- 1.94% |
$6.02K - $6.83K
|
10K
$383K
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-208- 55.76% |
$6.32K - $7.18K
|
165
$6.32K
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-208- 1.56% |
$6.32K - $7.18K
|
13.1K
$502K
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-208- 1.56% |
$6.32K - $7.18K
|
13.1K
$502K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-260- 4.16% |
$7.9K - $8.97K
|
5.99K
$229K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-264- 4.72% |
$8.03K - $9.11K
|
5.32K
$204K
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-271- 1.19% |
$8.24K - $9.35K
|
22.6K
$865K
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-293- 2.7% |
$8.91K - $10.1K
|
10.6K
$405K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-300- 60.0% |
$9.12K - $10.4K
|
200
$7.67K
|
|
Feb 08, 2024
Q4 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-320- 3.25% |
$9.73K - $11K
|
9.52K
$365K
|