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 |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-171- 24.53% |
$6.16K - $7.95K
|
526
$30.7K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
508+ 0.83% |
$18.3K - $23.6K
|
61.4K
$3.58M
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-11.7K- 39.03% |
$423K - $546K
|
18.3K
$1.07M
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
38+ 84.44% |
$1.37K - $1.77K
|
83
$4.84K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 1.4% |
$72.1 - $93
|
145
$8.45K
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-55- 48.67% |
$1.98K - $2.56K
|
58
$3.38K
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-2.01K- 3.17% |
$72.4K - $93.5K
|
61.5K
$3.58M
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
77New |
$2.78K - $3.58K
|
77
$4.49K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
459New |
$16.5K - $21.4K
|
459
$26.7K
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-526- 3.36% |
$19K - $24.5K
|
15.1K
$880K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
925New |
$33.3K - $43K
|
925
$53.9K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
641+ 5.09% |
$23.1K - $29.8K
|
13.2K
$771K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
63New |
$2.27K - $2.93K
|
63
$3.67K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
16New |
$577 - $744
|
16
$932
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
498New |
$17.9K - $23.2K
|
498
$29K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.17KNew |
$42.1K - $54.4K
|
1.17K
$68.1K
|
|
Q3 2022 | |||||||
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-650Closed |
$25.8K - $35K
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.54K+ 56.14% |
$140K - $190K
|
9.85K
$574K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.53K- 45.88% |
$179K - $243K
|
5.34K
$311K
|
|
Nov 14, 2022
Q3 2022
|
Hill Winds Capital LP
|
SELL
|
- |
-75K- 42.86% |
$2.97M - $4.03M
|
100K
$5.83M
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
12+ 0.78% |
$476 - $645
|
1.54K
$89.8K
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
240New |
$9.52K - $12.9K
|
240
$14K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.05% |
$159 - $215
|
7.57K
$441K
|
|
Nov 14, 2022
Q3 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
18.3KNew |
$725K - $984K
|
18.3K
$1.07M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
6.65KNew |
$264K - $357K
|
6.65K
$387K
|
|
Nov 14, 2022
Q3 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
346New |
$13.7K - $18.6K
|
346
$20.2K
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
82+ 1.45% |
$3.25K - $4.41K
|
5.73K
$334K
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
5.11KNew |
$203K - $275K
|
5.11K
$298K
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.16KNew |
$284K - $385K
|
7.16K
$417K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-501- 0.22% |
$19.9K - $26.9K
|
227K
$13.3M
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-378Closed |
$15K - $20.3K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
75.3K+ 120.15% |
$2.98M - $4.05M
|
138K
$8.04M
|
|
Nov 14, 2022
Q3 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.95KNew |
$157K - $212K
|
3.95K
$230K
|
|
Nov 14, 2022
Q3 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
42.5KNew |
$1.68M - $2.28M
|
42.5K
$2.48M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
20New |
$793 - $1.08K
|
20
$1.17K
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
20.6KNew |
$817K - $1.11M
|
20.6K
$1.2M
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
18.3K+ 110.92% |
$726K - $985K
|
34.8K
$2.03M
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-453- 2.11% |
$18K - $24.4K
|
21K
$1.22M
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-983- 60.01% |
$39K - $52.9K
|
655
$38.2K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
508New |
$20.1K - $27.3K
|
508
$29.6K
|
|
Nov 04, 2022
Q3 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-78.2K- 97.22% |
$3.1M - $4.21M
|
2.24K
$130K
|
|
Nov 03, 2022
Q3 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
5.69KNew |
$226K - $306K
|
5.69K
$331K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
88+ 18.97% |
$3.49K - $4.73K
|
552
$32.2K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-33- 25.0% |
$1.31K - $1.77K
|
99
$5.77K
|
|
Nov 02, 2022
Q3 2022
|
Forward Management, LLC
|
BUY
|
- |
7.54KNew |
$299K - $406K
|
7.54K
$439K
|
|
Nov 01, 2022
Q3 2022
|
Tekla Capital Management LLC
|
SELL
|
- |
-181K- 73.13% |
$7.19M - $9.76M
|
66.7K
$3.89M
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.5KNew |
$59.5K - $80.7K
|
1.5K
$87.4K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-4- 0.2% |
$159 - $215
|
1.98K
$115K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.52KNew |
$60.2K - $81.6K
|
1.52K
$88.5K
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
326New |
$12.9K - $17.5K
|
326
$19K
|