Purchases and Sales Made in Q1 2021 in Ventas, Inc. (VTR)
This table provides information about the institutional ownership of Ventas, Inc. (VTR) during Q1 2021. The information is specifically focused on institutions that hold shares of Ventas, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 09, 2021
Q1 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1- 0.2% |
$46.1 - $57.2
|
507
$26K
|
|
Nov 07, 2023
Q1 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 5.88% |
$92.1 - $114
|
32
$1.64K
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3- 0.36% |
$138 - $172
|
829
$42.5K
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5Closed |
$230 - $286
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-9Closed |
$415 - $515
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Curi Wealth Management, LLC
|
SELL
|
- |
-12Closed |
$553 - $686
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-15- 4.59% |
$691 - $858
|
312
$16K
|
|
May 10, 2021
Q1 2021
|
Forward Management, LLC
|
SELL
|
- |
-20- 0.35% |
$921 - $1.14K
|
5.7K
$292K
|
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-21- 1.66% |
$967 - $1.2K
|
1.25K
$63.8K
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-28Closed |
$1.29K - $1.6K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-29Closed |
$1.34K - $1.66K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Sandy Spring Bank
|
SELL
|
- |
-35Closed |
$1.61K - $2K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-35- 0.66% |
$1.61K - $2K
|
5.23K
$268K
|
|
May 17, 2021
Q1 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-36- 0.73% |
$1.66K - $2.06K
|
4.91K
$252K
|
|
May 13, 2021
Q1 2021
|
Concord Wealth Partners
|
SELL
|
- |
-38- 8.88% |
$1.75K - $2.17K
|
390
$20K
|
|
Apr 20, 2021
Q1 2021
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-40- 0.37% |
$1.84K - $2.29K
|
10.9K
$559K
|
|
May 17, 2021
Q1 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-41- 0.01% |
$1.89K - $2.34K
|
589K
$30.2M
|
|
May 14, 2021
Q1 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-42- 0.48% |
$1.93K - $2.4K
|
8.69K
$446K
|
|
Apr 30, 2021
Q1 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-44- 5.3% |
$2.03K - $2.52K
|
786
$40.3K
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-52Closed |
$2.4K - $2.97K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-58- 1.41% |
$2.67K - $3.32K
|
4.06K
$208K
|
|
May 13, 2021
Q1 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-59- 0.63% |
$2.72K - $3.37K
|
9.35K
$479K
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-59- 23.14% |
$2.72K - $3.37K
|
196
$10K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-65- 8.19% |
$2.99K - $3.72K
|
729
$37.4K
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
SELL
|
- |
-71- 17.07% |
$3.27K - $4.06K
|
345
$17.7K
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-87- 14.95% |
$4.01K - $4.97K
|
495
$25.4K
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-87- 22.31% |
$4.01K - $4.97K
|
303
$15.5K
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-90Closed |
$4.15K - $5.15K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Tcw Group Inc
|
SELL
|
- |
-90- 0.05% |
$4.15K - $5.15K
|
177K
$9.05M
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-100- 9.92% |
$4.61K - $5.72K
|
908
$46.5K
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
SELL
|
- |
-102- 1.22% |
$4.7K - $5.83K
|
8.27K
$424K
|
|
Apr 21, 2021
Q1 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-123- 2.65% |
$5.67K - $7.03K
|
4.52K
$232K
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-131Closed |
$6.04K - $7.49K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-150- 8.33% |
$6.91K - $8.58K
|
1.65K
$84.6K
|
|
Apr 13, 2021
Q1 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-150- 2.84% |
$6.91K - $8.58K
|
5.13K
$263K
|
|
May 10, 2021
Q1 2021
|
Xponance, Inc.
|
SELL
|
- |
-163- 1.01% |
$7.51K - $9.32K
|
16K
$819K
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-175- 2.84% |
$8.06K - $10K
|
5.98K
$306K
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-180Closed |
$8.29K - $10.3K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-196Closed |
$9.03K - $11.2K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.21% |
$9.21K - $11.4K
|
94K
$4.82M
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-230- 1.25% |
$10.6K - $13.1K
|
18.2K
$934K
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-234- 5.7% |
$10.8K - $13.4K
|
3.87K
$198K
|
|
May 06, 2021
Q1 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-239- 50.1% |
$11K - $13.7K
|
238
$12.2K
|
|
May 13, 2021
Q1 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-241- 1.8% |
$11.1K - $13.8K
|
13.1K
$672K
|
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-250- 17.24% |
$11.5K - $14.3K
|
1.2K
$61.5K
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-288Closed |
$13.3K - $16.5K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-305- 0.08% |
$14.1K - $17.4K
|
371K
$19M
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-315- 5.32% |
$14.5K - $18K
|
5.61K
$287K
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-315- 5.12% |
$14.5K - $18K
|
5.84K
$299K
|
|
May 05, 2021
Q1 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-318- 2.23% |
$14.7K - $18.2K
|
14K
$715K
|