Purchases and Sales Made in Q1 2023 in Ventas, Inc. (VTR)
This table provides information about the institutional ownership of Ventas, Inc. (VTR) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
181New |
$7.55K - $9.59K
|
181
$9.28K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
169+ 12.34% |
$7.05K - $8.96K
|
1.54K
$78.8K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
167+ 9.03% |
$6.96K - $8.85K
|
2.02K
$103K
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
150+ 1.09% |
$6.25K - $7.95K
|
13.9K
$715K
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
136+ 0.24% |
$5.67K - $7.21K
|
57.2K
$2.93M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
122+ 6.73% |
$5.09K - $6.47K
|
1.93K
$99.1K
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
BUY
|
- |
110+ 0.22% |
$4.59K - $5.83K
|
50.9K
$2.61M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
101+ 60.84% |
$4.21K - $5.35K
|
267
$13.7K
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.14% |
$4.17K - $5.3K
|
70.9K
$3.64M
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
88+ 488.89% |
$3.67K - $4.66K
|
106
$5.43K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
83+ 0.96% |
$3.46K - $4.4K
|
8.77K
$450K
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
75+ 0.15% |
$3.13K - $3.98K
|
49K
$2.51M
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
72+ 4.28% |
$3K - $3.82K
|
1.76K
$90K
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
67New |
$2.79K - $3.55K
|
67
$3.43K
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
BUY
|
- |
61+ 0.6% |
$2.54K - $3.23K
|
10.2K
$523K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
52+ 24.64% |
$2.17K - $2.76K
|
263
$13.5K
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
47+ 0.88% |
$1.96K - $2.49K
|
5.4K
$277K
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
46New |
$1.92K - $2.44K
|
46
$2.36K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
45+ 0.36% |
$1.88K - $2.39K
|
12.6K
$645K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
42+ 0.56% |
$1.75K - $2.23K
|
7.57K
$388K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
40New |
$1.67K - $2.12K
|
40
$2.05K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35+ 0.48% |
$1.46K - $1.86K
|
7.4K
$379K
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
32+ 2.86% |
$1.33K - $1.7K
|
1.15K
$59K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
31New |
$1.29K - $1.64K
|
31
$1.59K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
31+ 0.36% |
$1.29K - $1.64K
|
8.65K
$443K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
30New |
$1.25K - $1.59K
|
30
$1.54K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
30New |
$1.25K - $1.59K
|
30
$1.54K
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
29+ 0.41% |
$1.21K - $1.54K
|
7.05K
$361K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 7.43% |
$1.17K - $1.48K
|
405
$20.8K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25+ 0.27% |
$1.04K - $1.33K
|
9.34K
$479K
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
21+ 9.01% |
$875 - $1.11K
|
254
$13K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 66.67% |
$834 - $1.06K
|
50
$2.56K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 5.9% |
$792 - $1.01K
|
341
$17.5K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13+ 216.67% |
$542 - $689
|
19
$974
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
9+ 1.65% |
$375 - $477
|
555
$28.4K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 2.02% |
$334 - $424
|
405
$20.8K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
7New |
$292 - $371
|
7
$359
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
7New |
$292 - $371
|
7
$359
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 1.89% |
$208 - $265
|
270
$13.8K
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5+ 0.17% |
$208 - $265
|
2.96K
$152K
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
5+ 0.01% |
$208 - $265
|
55K
$2.82M
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
5+ 0.89% |
$208 - $265
|
568
$29.1K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 0.18% |
$167 - $212
|
2.23K
$114K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 2.35% |
$167 - $212
|
174
$8.92K
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
4+ 1.91% |
$167 - $212
|
213
$10.9K
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 1.18% |
$125 - $159
|
258
$13.2K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3+ 0.93% |
$125 - $159
|
326
$16.7K
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3+ 0.01% |
$125 - $159
|
32K
$1.64M
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2New |
$83.4 - $106
|
2
$103
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.12% |
$83.4 - $106
|
1.63K
$83.8K
|