Purchases and Sales Made in Q1 2024 in Ventas, Inc. (VTR)
This table provides information about the institutional ownership of Ventas, Inc. (VTR) during Q1 2024. 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 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
127+ 2.1% |
$5.37K - $6.42K
|
6.17K
$357K
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
118+ 0.38% |
$4.99K - $5.97K
|
31.2K
$1.81M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
111New |
$4.69K - $5.61K
|
111
$6.43K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
105+ 48.39% |
$4.44K - $5.31K
|
322
$18.7K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
97+ 0.12% |
$4.1K - $4.91K
|
83.2K
$4.82M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
84+ 0.08% |
$3.55K - $4.25K
|
111K
$6.41M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
83+ 7.22% |
$3.51K - $4.2K
|
1.23K
$71.5K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
63New |
$2.66K - $3.19K
|
63
$3.65K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
55New |
$2.33K - $2.78K
|
55
$3.19K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
54+ 300.0% |
$2.28K - $2.73K
|
72
$4.17K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
45+ 0.95% |
$1.9K - $2.28K
|
4.81K
$278K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
45New |
$1.9K - $2.28K
|
45
$2.61K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
41New |
$1.73K - $2.07K
|
41
$2.38K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
38+ 2.16% |
$1.61K - $1.92K
|
1.8K
$104K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
38+ 0.69% |
$1.61K - $1.92K
|
5.55K
$322K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
37+ 2.9% |
$1.56K - $1.87K
|
1.32K
$76.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
34New |
$1.44K - $1.72K
|
34
$1.97K
|
|
|
May 06, 2024
Q1 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
34+ 0.06% |
$1.44K - $1.72K
|
56.9K
$3.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
33New |
$1.4K - $1.67K
|
33
$1.91K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
32+ 0.25% |
$1.35K - $1.62K
|
12.8K
$740K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
32New |
$1.35K - $1.62K
|
32
$1.85K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
29+ 0.25% |
$1.23K - $1.47K
|
11.8K
$682K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
27+ 1.35% |
$1.14K - $1.37K
|
2.03K
$117K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
25New |
$1.06K - $1.26K
|
25
$1.45K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19+ 2.04% |
$804 - $961
|
952
$55.2K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
19+ 3.95% |
$804 - $961
|
500
$29K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
18+ 0.35% |
$761 - $910
|
5.17K
$300K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17+ 1.53% |
$719 - $860
|
1.13K
$65.4K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15+ 75.0% |
$634 - $759
|
35
$2.03K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
15+ 0.84% |
$634 - $759
|
1.8K
$104K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
14New |
$592 - $708
|
14
$811
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.61% |
$507 - $607
|
1.97K
$114K
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.21% |
$465 - $556
|
5.24K
$304K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 7.91% |
$465 - $556
|
150
$8.69K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
10+ 0.05% |
$423 - $506
|
21.8K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
9+ 1.51% |
$381 - $455
|
607
$35.2K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 21.21% |
$296 - $354
|
40
$2.32K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6+ 37.5% |
$254 - $303
|
22
$1.28K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
6+ 40.0% |
$254 - $303
|
21
$1.22K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 20.83% |
$211 - $253
|
29
$1.68K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5+ 4.85% |
$211 - $253
|
108
$6.26K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.37% |
$127 - $152
|
815
$47.2K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3+ 0.83% |
$127 - $152
|
366
$21.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 1.13% |
$127 - $152
|
268
$15.5K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.67% |
$127 - $152
|
449
$26K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.24% |
$127 - $152
|
1.23K
$71.3K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
2+ 1.24% |
$84.6 - $101
|
163
$9.45K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 2.15% |
$84.6 - $101
|
95
$5.51K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
1+ 1.61% |
$42.3 - $50.6
|
63
$3.65K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 0.05% |
$42.3 - $50.6
|
1.94K
$112K
|