Latest Institutional Purchases of Ventas, Inc. (VTR)
This list provides information on the latest institutional transactions involving Ventas, Inc. (VTR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
50+ 0.22% |
$2.85K - $3.52K
|
22.6K
$1.42M
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
BUY
|
- |
50+ 0.93% |
$2.85K - $3.52K
|
5.46K
$342K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
36New |
$2.05K - $2.54K
|
36
$2.26K
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
36+ 133.33% |
$2.05K - $2.54K
|
63
$3.95K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
35+ 1.0% |
$1.99K - $2.47K
|
3.55K
$223K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
33New |
$1.88K - $2.33K
|
33
$2.07K
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
28New |
$1.59K - $1.97K
|
28
$1.76K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
28+ 44.44% |
$1.59K - $1.97K
|
91
$5.71K
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
22+ 1.74% |
$1.25K - $1.55K
|
1.28K
$80.6K
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
21+ 72.41% |
$1.19K - $1.48K
|
50
$3.14K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
20+ 1.09% |
$1.14K - $1.41K
|
1.86K
$117K
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
18New |
$1.02K - $1.27K
|
18
$1.13K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
18New |
$1.02K - $1.27K
|
18
$1.13K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
17New |
$967 - $1.2K
|
17
$1.07K
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
16+ 0.62% |
$910 - $1.13K
|
2.6K
$163K
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
14New |
$797 - $987
|
14
$879
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
13+ 0.1% |
$740 - $916
|
12.9K
$809K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 5.88% |
$683 - $846
|
216
$13.6K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 9.92% |
$683 - $846
|
133
$8.35K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
11New |
$626 - $775
|
11
$690
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10+ 100.0% |
$569 - $705
|
20
$1.26K
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
10New |
$569 - $705
|
10
$628
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10+ 0.06% |
$569 - $705
|
15.8K
$993K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
9+ 2.73% |
$512 - $634
|
339
$21.3K
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
9+ 0.04% |
$512 - $634
|
21.8K
$1.37M
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
9+ 90.0% |
$512 - $634
|
19
$1.19K
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
8+ 10.13% |
$455 - $564
|
87
$5.46K
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8+ 0.15% |
$455 - $564
|
5.19K
$326K
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
8+ 7.84% |
$455 - $564
|
110
$6.9K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6New |
$341 - $423
|
6
$377
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$285 - $352
|
5
$314
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5New |
$285 - $352
|
5
$314
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.75% |
$285 - $352
|
668
$41.9K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 2.17% |
$285 - $352
|
235
$14.7K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
4New |
$228 - $282
|
4
$251
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3+ 0.8% |
$171 - $211
|
379
$23.8K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.42% |
$171 - $211
|
720
$45.2K
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3New |
$171 - $211
|
3
$188
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$171 - $211
|
3
$188
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 1.47% |
$114 - $141
|
138
$8.66K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2+ 1.06% |
$114 - $141
|
190
$11.9K
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.7% |
$56.9 - $70.5
|
143
$8.97K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$56.9 - $70.5
|
8.59K
$539K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.17% |
$56.9 - $70.5
|
588
$36.9K
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.09% |
$56.9 - $70.5
|
1.08K
$68K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
550KNew |
$31.8M - $36.6M
|
550K
$34.5M
|
|
Jun 09, 2025
Q4 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
298KNew |
$17.2M - $19.8M
|
298K
$18.7M
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
215K+ 5.67% |
$12.4M - $14.3M
|
4.01M
$252M
|
|
Feb 14, 2025
Q4 2024
|
Governors Lane LP
New York, NY |
BUY
|
CALL |
203KNew |
$11.7M - $13.5M
|
203K
$12.7M
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
180KNew |
$10.4M - $12M
|
180K
$11.3M
|