Purchases and Sales Made in Q2 2023 in Ventas, Inc. (VTR)
This table provides information about the institutional ownership of Ventas, Inc. (VTR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
73New |
$3.06K - $3.51K
|
73
$5.14K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
63New |
$2.64K - $3.03K
|
63
$4.43K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
57+ 8.19% |
$2.39K - $2.74K
|
753
$53K
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
54+ 1.0% |
$2.27K - $2.59K
|
5.46K
$384K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
53New |
$2.22K - $2.55K
|
53
$3.73K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
53+ 45.69% |
$2.22K - $2.55K
|
169
$11.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
52+ 7.15% |
$2.18K - $2.5K
|
779
$54.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
48+ 0.84% |
$2.01K - $2.31K
|
5.74K
$404K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
47New |
$1.97K - $2.26K
|
47
$3.31K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
45+ 0.16% |
$1.89K - $2.16K
|
28.4K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
45+ 0.36% |
$1.89K - $2.16K
|
12.6K
$888K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
44+ 2.64% |
$1.85K - $2.11K
|
1.71K
$120K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
42New |
$1.76K - $2.02K
|
42
$2.96K
|
|
|
Aug 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
30+ 0.15% |
$1.26K - $1.44K
|
20.1K
$1.41M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
26+ 1.17% |
$1.09K - $1.25K
|
2.25K
$158K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
26+ 0.19% |
$1.09K - $1.25K
|
13.9K
$980K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
26+ 0.53% |
$1.09K - $1.25K
|
4.96K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25New |
$1.05K - $1.2K
|
25
$1.76K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
24+ 80.0% |
$1.01K - $1.15K
|
54
$3.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23+ 4.78% |
$965 - $1.11K
|
504
$35.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 0.6% |
$881 - $1.01K
|
3.54K
$249K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20+ 35.71% |
$839 - $961
|
76
$5.35K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
18+ 16.98% |
$755 - $865
|
124
$8.72K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
18+ 16.98% |
$755 - $865
|
124
$8.72K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
16+ 0.91% |
$672 - $769
|
1.77K
$124K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
15+ 7.65% |
$630 - $721
|
211
$14.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 60.87% |
$588 - $673
|
37
$2.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
13+ 0.24% |
$546 - $625
|
5.51K
$388K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 12.37% |
$504 - $577
|
109
$7.67K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11+ 550.0% |
$462 - $529
|
13
$915
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
11+ 0.05% |
$462 - $529
|
21.8K
$1.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11New |
$462 - $529
|
11
$774
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10New |
$420 - $481
|
10
$704
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
8+ 114.29% |
$336 - $384
|
15
$1.06K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 1.73% |
$294 - $336
|
412
$29K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 1.23% |
$294 - $336
|
576
$40.5K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 1.73% |
$294 - $336
|
412
$29K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 1.06% |
$252 - $288
|
574
$40.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
6New |
$252 - $288
|
6
$422
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.21% |
$210 - $240
|
2.36K
$166K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
5New |
$210 - $240
|
5
$352
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.99% |
$168 - $192
|
409
$28.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 0.52% |
$168 - $192
|
766
$53.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 1.23% |
$168 - $192
|
330
$23.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.56% |
$126 - $144
|
538
$37.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.37% |
$126 - $144
|
807
$56.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
2+ 0.11% |
$83.9 - $96.1
|
1.76K
$124K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 1.15% |
$83.9 - $96.1
|
176
$12.4K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2+ 1.1% |
$83.9 - $96.1
|
183
$12.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 2.22% |
$83.9 - $96.1
|
92
$6.47K
|