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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
90+ 290.32% |
$3.78K - $4.32K
|
121
$7.91K
|
|
|
Aug 01, 2023
Q2 2023
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
206KNew |
$8.65M - $9.9M
|
206K
$13.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-3.22K- 41.75% |
$135K - $154K
|
4.49K
$293K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.8KNew |
$327K - $375K
|
7.8K
$510K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-294- 19.04% |
$12.3K - $14.1K
|
1.25K
$81.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 1.15% |
$83.9 - $96.1
|
176
$11.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-3.36K- 14.74% |
$141K - $161K
|
19.4K
$1.27M
|
|
|
Jul 24, 2023
Q2 2023
|
Goodwin Daniel L
|
SELL
|
- |
-8.55K- 63.33% |
$359K - $411K
|
4.95K
$324K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
124New |
$5.2K - $5.96K
|
124
$8.11K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.4KNew |
$185K - $212K
|
4.4K
$288K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1New |
$42 - $48.1
|
1
$65.4
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
5.96KNew |
$248K - $316K
|
5.96K
$389K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-6.98KClosed |
$291K - $370K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
711+ 99.3% |
$29.6K - $37.7K
|
1.43K
$93.3K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
46New |
$1.92K - $2.44K
|
46
$3.01K
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-59.6K- 92.15% |
$2.48M - $3.16M
|
5.07K
$332K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.03K+ 73.21% |
$42.7K - $54.3K
|
2.43K
$159K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
10.3KNew |
$429K - $546K
|
10.3K
$673K
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
705New |
$29.4K - $37.4K
|
705
$46.1K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-170- 27.6% |
$7.09K - $9.01K
|
446
$29.2K
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
CALL |
-54.1K- 62.54% |
$2.26M - $2.87M
|
32.4K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 50.0% |
$41.7 - $53
|
1
$65.4
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
12.9KNew |
$540K - $686K
|
12.9K
$846K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
20.5KNew |
$855K - $1.09M
|
20.5K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
786New |
$32.8K - $41.7K
|
786
$51.4K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
6.85K+ 105.45% |
$285K - $363K
|
13.3K
$872K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
3.44KNew |
$144K - $183K
|
3.44K
$225K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.43K- 53.06% |
$226K - $288K
|
4.8K
$314K
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
270+ 4.32% |
$11.3K - $14.3K
|
6.51K
$426K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
67New |
$2.79K - $3.55K
|
67
$4.38K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-2.28K- 99.65% |
$95.2K - $121K
|
8
$523
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.53KNew |
$189K - $240K
|
4.53K
$296K
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
23.8KNew |
$991K - $1.26M
|
23.8K
$1.55M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
31New |
$1.29K - $1.64K
|
31
$2.03K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
789New |
$32.9K - $41.8K
|
789
$51.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
40New |
$1.67K - $2.12K
|
40
$2.61K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-1- 4.17% |
$41.7 - $53
|
23
$1.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-60- 85.71% |
$2.5K - $3.18K
|
10
$654
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4.84KNew |
$202K - $257K
|
4.84K
$316K
|
|
| Q4 2022 | |||||||
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-100Closed |
$3.6K - $4.65K
|
0
$0
|
|
|
Feb 23, 2023
Q4 2022
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
45.7KNew |
$1.65M - $2.13M
|
45.7K
$2.99M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3.41KNew |
$123K - $159K
|
3.41K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
51New |
$1.84K - $2.37K
|
51
$3.33K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
100New |
$3.6K - $4.65K
|
100
$6.54K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.5K- 89.55% |
$54.1K - $69.8K
|
175
$11.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.11MNew |
$148M - $191M
|
4.11M
$269M
|
|
|
Feb 14, 2023
Q4 2022
|
V3 Capital Management, L.P.
White Plains, NY |
BUY
|
- |
260KNew |
$9.36M - $12.1M
|
260K
$17M
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-1K- 7.81% |
$36K - $46.5K
|
11.8K
$771K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
146New |
$5.26K - $6.79K
|
146
$9.54K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
103KNew |
$3.71M - $4.79M
|
103K
$6.74M
|
|