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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
4+ 1.91% |
$167 - $212
|
213
$15K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 0.18% |
$167 - $212
|
2.23K
$157K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 2.35% |
$167 - $212
|
174
$12.2K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3+ 0.93% |
$125 - $159
|
326
$22.9K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3+ 0.01% |
$125 - $159
|
32K
$2.25M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 1.18% |
$125 - $159
|
258
$18.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.12% |
$83.4 - $106
|
1.63K
$115K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2New |
$83.4 - $106
|
2
$141
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.85% |
$41.7 - $53
|
118
$8.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-1- 4.17% |
$41.7 - $53
|
23
$1.62K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 50.0% |
$41.7 - $53
|
1
$70.4
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4- 0.7% |
$167 - $212
|
569
$40K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-4- 0.06% |
$167 - $212
|
6.36K
$448K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6- 1.51% |
$250 - $318
|
391
$27.5K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10- 0.1% |
$417 - $530
|
10.4K
$730K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-15- 65.22% |
$625 - $795
|
8
$563
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-18- 0.37% |
$750 - $954
|
4.85K
$341K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-19- 36.54% |
$792 - $1.01K
|
33
$2.32K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-21- 4.18% |
$875 - $1.11K
|
481
$33.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-25- 20.0% |
$1.04K - $1.33K
|
100
$7.04K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-26- 0.19% |
$1.08K - $1.38K
|
13.9K
$978K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-31- 86.11% |
$1.29K - $1.64K
|
5
$352
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-35- 0.46% |
$1.46K - $1.86K
|
7.59K
$534K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-36- 0.2% |
$1.5K - $1.91K
|
18.4K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-39- 11.57% |
$1.63K - $2.07K
|
298
$21K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-39- 11.68% |
$1.63K - $2.07K
|
295
$20.8K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-47- 0.62% |
$1.96K - $2.49K
|
7.56K
$532K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-48- 35.29% |
$2K - $2.54K
|
88
$6.19K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-49- 1.19% |
$2.04K - $2.6K
|
4.07K
$286K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-50- 0.31% |
$2.08K - $2.65K
|
16K
$1.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-57- 0.87% |
$2.38K - $3.02K
|
6.49K
$457K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-57- 34.97% |
$2.38K - $3.02K
|
106
$7.46K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-60- 85.71% |
$2.5K - $3.18K
|
10
$704
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-60- 5.43% |
$2.5K - $3.18K
|
1.05K
$73.5K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-61- 0.59% |
$2.54K - $3.23K
|
10.3K
$721K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-68- 29.06% |
$2.83K - $3.6K
|
166
$11.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-88- 1.52% |
$3.67K - $4.66K
|
5.69K
$400K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-89- 14.26% |
$3.71K - $4.72K
|
535
$37.6K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-91- 0.64% |
$3.79K - $4.82K
|
14.2K
$1M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-100- 1.64% |
$4.17K - $5.3K
|
5.98K
$421K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-106- 1.99% |
$4.42K - $5.62K
|
5.21K
$367K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-113- 1.54% |
$4.71K - $5.99K
|
7.21K
$507K
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-115- 0.63% |
$4.79K - $6.1K
|
18.2K
$1.28M
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-115- 0.63% |
$4.79K - $6.1K
|
18.2K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-123- 10.46% |
$5.13K - $6.52K
|
1.05K
$74.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-124- 10.14% |
$5.17K - $6.57K
|
1.1K
$77.3K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-126- 2.54% |
$5.25K - $6.68K
|
4.83K
$340K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-139- 89.1% |
$5.79K - $7.37K
|
17
$1.2K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-150- 2.74% |
$6.25K - $7.95K
|
5.33K
$375K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-155- 0.91% |
$6.46K - $8.22K
|
16.8K
$1.19M
|