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 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.4KNew |
$267K - $344K
|
7.4K
$484K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
63.7KNew |
$2.3M - $2.96M
|
63.7K
$4.16M
|
|
Feb 13, 2023
Q4 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
8.14KNew |
$293K - $379K
|
8.14K
$532K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
765+ 91.62% |
$27.6K - $35.6K
|
1.6K
$105K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
151+ 2.39% |
$5.44K - $7.02K
|
6.46K
$422K
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.94KNew |
$142K - $183K
|
3.94K
$258K
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-1.51K- 5.33% |
$54.4K - $70.2K
|
26.8K
$1.75M
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-20.5K- 73.52% |
$738K - $952K
|
7.37K
$482K
|
|
Feb 13, 2023
Q4 2022
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
4.44KNew |
$160K - $207K
|
4.44K
$290K
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
19.4K+ 177.74% |
$701K - $905K
|
30.4K
$1.99M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
374New |
$13.5K - $17.4K
|
374
$24.4K
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-26.8K- 30.17% |
$966K - $1.25M
|
62K
$4.06M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-806- 10.37% |
$29K - $37.5K
|
6.97K
$455K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-22- 55.0% |
$793 - $1.02K
|
18
$1.18K
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.05K- 45.06% |
$38K - $49K
|
1.29K
$84K
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
4.47KNew |
$161K - $208K
|
4.47K
$292K
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-5.83K- 48.0% |
$210K - $271K
|
6.31K
$413K
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
91+ 0.92% |
$3.28K - $4.23K
|
9.98K
$652K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-171- 24.53% |
$6.16K - $7.95K
|
526
$34.4K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
508+ 0.83% |
$18.3K - $23.6K
|
61.4K
$4.01M
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-11.7K- 39.03% |
$423K - $546K
|
18.3K
$1.2M
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
38+ 84.44% |
$1.37K - $1.77K
|
83
$5.43K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 1.4% |
$72.1 - $93
|
145
$9.48K
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-2.01K- 3.17% |
$72.4K - $93.5K
|
61.5K
$4.02M
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
459New |
$16.5K - $21.4K
|
459
$30K
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-526- 3.36% |
$19K - $24.5K
|
15.1K
$987K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
925New |
$33.3K - $43K
|
925
$60.5K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
641+ 5.09% |
$23.1K - $29.8K
|
13.2K
$865K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
63New |
$2.27K - $2.93K
|
63
$4.12K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
16New |
$577 - $744
|
16
$1.05K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
498New |
$17.9K - $23.2K
|
498
$32.6K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.17KNew |
$42.1K - $54.4K
|
1.17K
$76.4K
|
|
Q3 2022 | |||||||
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-650Closed |
$25.8K - $35K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.53K- 45.88% |
$179K - $243K
|
5.34K
$349K
|
|
Nov 14, 2022
Q3 2022
|
Hill Winds Capital LP
|
SELL
|
- |
-75K- 42.86% |
$2.97M - $4.03M
|
100K
$6.54M
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
12+ 0.78% |
$476 - $645
|
1.54K
$101K
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
240New |
$9.52K - $12.9K
|
240
$15.7K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.05% |
$159 - $215
|
7.57K
$495K
|
|
Nov 14, 2022
Q3 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
18.3KNew |
$725K - $984K
|
18.3K
$1.2M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
6.65KNew |
$264K - $357K
|
6.65K
$434K
|
|
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
$22.6K
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
82+ 1.45% |
$3.25K - $4.41K
|
5.73K
$374K
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
5.11KNew |
$203K - $275K
|
5.11K
$334K
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.16KNew |
$284K - $385K
|
7.16K
$468K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-501- 0.22% |
$19.9K - $26.9K
|
227K
$14.9M
|
|
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
$9.01M
|
|
Nov 14, 2022
Q3 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.95KNew |
$157K - $212K
|
3.95K
$258K
|
|
Nov 14, 2022
Q3 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
42.5KNew |
$1.68M - $2.28M
|
42.5K
$2.78M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
20New |
$793 - $1.08K
|
20
$1.31K
|