Latest Institutional Transactions on Ventas, Inc. (VTR)
This table provides information on the latest institutional transactions involving Ventas, Inc. (VTR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-175- 4.5% |
$10.1K - $11.6K
|
3.72K
$259K
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
316+ 9.2% |
$18.2K - $21K
|
3.75K
$261K
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-3.1K- 58.49% |
$179K - $206K
|
2.2K
$153K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
105New |
$6.06K - $6.98K
|
105
$7.31K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.65K- 11.25% |
$211K - $243K
|
28.8K
$2M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 10.48% |
$1.27K - $1.46K
|
232
$16.1K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
41New |
$2.37K - $2.73K
|
41
$2.85K
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.91K- 97.25% |
$110K - $127K
|
54
$3.76K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
120+ 2.13% |
$6.93K - $7.98K
|
5.76K
$401K
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
39.4KNew |
$2.28M - $2.62M
|
39.4K
$2.74M
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.3KNew |
$75K - $86.4K
|
1.3K
$90.4K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2- 0.43% |
$115 - $133
|
468
$32.6K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
46New |
$2.66K - $3.06K
|
46
$3.2K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
119New |
$6.87K - $7.91K
|
119
$8.28K
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-600- 4.64% |
$34.6K - $39.9K
|
12.3K
$857K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
13New |
$750 - $864
|
13
$905
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
700New |
$40.4K - $46.5K
|
700
$48.7K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15New |
$866 - $997
|
15
$1.04K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.78K- 49.42% |
$218K - $251K
|
3.87K
$269K
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-17- 2.17% |
$981 - $1.13K
|
765
$53.2K
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.14KNew |
$66K - $76.1K
|
1.14K
$79.6K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
157New |
$9.06K - $10.4K
|
157
$10.9K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-170- 1.79% |
$9.81K - $11.3K
|
9.34K
$650K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10- 12.66% |
$577 - $665
|
69
$4.8K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3- 5.17% |
$173 - $199
|
55
$3.83K
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
139+ 11.99% |
$8.02K - $9.24K
|
1.3K
$90.3K
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-222- 38.61% |
$12.8K - $14.8K
|
353
$24.6K
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.13K- 52.73% |
$65.2K - $75.1K
|
1.01K
$70.5K
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.66K- 14.73% |
$95.8K - $110K
|
9.61K
$669K
|
|
Q3 2024 | |||||||
Aug 15, 2025
Q3 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-7Closed |
$356 - $457
|
0
$0
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-998- 20.21% |
$50.8K - $65.2K
|
3.94K
$274K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
275New |
$14K - $18K
|
275
$19.1K
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-19- 22.89% |
$967 - $1.24K
|
64
$4.45K
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.14KNew |
$160K - $205K
|
3.14K
$219K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-41.6K- 41.75% |
$2.12M - $2.72M
|
58K
$4.04M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.1KNew |
$310K - $398K
|
6.1K
$424K
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1KNew |
$50.9K - $65.3K
|
1K
$69.6K
|
|
Nov 14, 2024
Q3 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
30KNew |
$1.53M - $1.96M
|
30K
$2.09M
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
4.61KNew |
$235K - $301K
|
4.61K
$321K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
20New |
$1.02K - $1.31K
|
20
$1.39K
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
3.23KNew |
$165K - $211K
|
3.23K
$225K
|
|
Nov 13, 2024
Q3 2024
|
Vision Capital Corp
Toronto, A6 |
SELL
|
- |
-250K- 49.49% |
$12.7M - $16.3M
|
255K
$17.8M
|
|
Nov 13, 2024
Q3 2024
|
Advanced Portfolio Management, LLC
New York, NY |
SELL
|
- |
-20.4K- 46.43% |
$1.04M - $1.33M
|
23.5K
$1.64M
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 17.31% |
$458 - $588
|
61
$4.24K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
CALL |
-25.9K- 37.65% |
$1.32M - $1.69M
|
42.9K
$2.99M
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-1.3K- 92.86% |
$66.1K - $84.9K
|
100
$6.96K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
309+ 7.38% |
$15.7K - $20.2K
|
4.5K
$313K
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
225New |
$11.4K - $14.7K
|
225
$15.7K
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-125- 0.45% |
$6.36K - $8.17K
|
27.9K
$1.94M
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4New |
$204 - $261
|
4
$278
|