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 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 0.05% |
$42.3 - $50.6
|
1.94K
$130K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$42.3 - $50.6
|
5.67K
$379K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 0.06% |
$42.3 - $50.6
|
1.7K
$114K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 7.14% |
$84.6 - $101
|
26
$1.74K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.98% |
$211 - $253
|
503
$33.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6- 1.47% |
$254 - $303
|
403
$26.9K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 1.78% |
$254 - $303
|
331
$22.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.65% |
$254 - $303
|
921
$61.6K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-7- 1.36% |
$296 - $354
|
507
$33.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8- 17.39% |
$338 - $405
|
38
$2.54K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-8- 53.33% |
$338 - $405
|
7
$468
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-12- 1.02% |
$507 - $607
|
1.17K
$77.9K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-12- 41.38% |
$507 - $607
|
17
$1.14K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-15- 65.22% |
$634 - $759
|
8
$535
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 75.0% |
$634 - $759
|
5
$334
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-15- 16.67% |
$634 - $759
|
75
$5.01K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-18- 21.95% |
$761 - $910
|
64
$4.28K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-19- 3.28% |
$804 - $961
|
561
$37.5K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-23- 11.11% |
$973 - $1.16K
|
184
$12.3K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-24- 4.49% |
$1.01K - $1.21K
|
511
$34.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-24- 4.8% |
$1.01K - $1.21K
|
476
$31.8K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-28- 5.23% |
$1.18K - $1.42K
|
507
$33.9K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-29- 27.36% |
$1.23K - $1.47K
|
77
$5.15K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-34- 0.88% |
$1.44K - $1.72K
|
3.85K
$257K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-42- 6.74% |
$1.78K - $2.12K
|
581
$38.8K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-44- 0.15% |
$1.86K - $2.23K
|
28.7K
$1.92M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-45- 0.09% |
$1.9K - $2.28K
|
50.3K
$3.36M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-57- 1.21% |
$2.41K - $2.88K
|
4.65K
$311K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-65- 0.86% |
$2.75K - $3.29K
|
7.45K
$498K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-68- 1.38% |
$2.88K - $3.44K
|
4.85K
$324K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-78- 78.0% |
$3.3K - $3.94K
|
22
$1.47K
|
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-78- 1.17% |
$3.3K - $3.94K
|
6.6K
$441K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-90- 22.5% |
$3.81K - $4.55K
|
310
$20.7K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-96- 1.23% |
$4.06K - $4.85K
|
7.69K
$514K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-100- 8.82% |
$4.23K - $5.06K
|
1.03K
$69.1K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.14% |
$4.23K - $5.06K
|
69K
$4.62M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-105- 15.89% |
$4.44K - $5.31K
|
556
$37.2K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-105- 11.45% |
$4.44K - $5.31K
|
812
$54.3K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-109- 2.09% |
$4.61K - $5.51K
|
5.12K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-143- 1.04% |
$6.05K - $7.23K
|
13.6K
$907K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-150- 36.67% |
$6.34K - $7.59K
|
259
$17.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-158- 0.09% |
$6.68K - $7.99K
|
167K
$11.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-163- 1.07% |
$6.89K - $8.24K
|
15K
$1.01M
|
|
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-175- 55.03% |
$7.4K - $8.85K
|
143
$9.56K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-175- 1.01% |
$7.4K - $8.85K
|
17.1K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-179- 0.37% |
$7.57K - $9.05K
|
48.2K
$3.22M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-180- 0.67% |
$7.61K - $9.1K
|
26.8K
$1.79M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-195- 2.11% |
$8.25K - $9.86K
|
9.07K
$606K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-196- 5.14% |
$8.29K - $9.91K
|
3.62K
$242K
|