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 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
2+ 0.78% |
$83.9 - $96.1
|
260
$18.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.94% |
$83.9 - $96.1
|
215
$15.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 14.29% |
$42 - $48.1
|
8
$563
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1New |
$42 - $48.1
|
1
$70.4
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 0.05% |
$42 - $48.1
|
1.94K
$136K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-3- 0.03% |
$126 - $144
|
11.5K
$806K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6- 0.02% |
$252 - $288
|
26.9K
$1.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-9- 0.08% |
$378 - $432
|
11.7K
$822K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-9- 1.45% |
$378 - $432
|
610
$42.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-10- 1.8% |
$420 - $481
|
545
$38.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-12- 1.03% |
$504 - $577
|
1.15K
$81K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-13- 39.39% |
$546 - $625
|
20
$1.41K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-15- 65.22% |
$630 - $721
|
8
$563
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-20- 0.17% |
$839 - $961
|
11.5K
$813K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-22- 2.73% |
$923 - $1.06K
|
784
$55.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-22- 0.45% |
$923 - $1.06K
|
4.83K
$340K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-22- 0.35% |
$923 - $1.06K
|
6.34K
$446K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-33- 3.13% |
$1.39K - $1.59K
|
1.02K
$71.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-34- 9.97% |
$1.43K - $1.63K
|
307
$21.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-40- 25.0% |
$1.68K - $1.92K
|
120
$8.44K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-43- 0.13% |
$1.8K - $2.07K
|
32K
$2.25M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-49- 3.0% |
$2.06K - $2.35K
|
1.59K
$112K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-52- 70.27% |
$2.18K - $2.5K
|
22
$1.55K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-52- 0.88% |
$2.18K - $2.5K
|
5.84K
$411K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-53- 3.47% |
$2.22K - $2.55K
|
1.47K
$104K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-58- 0.77% |
$2.43K - $2.79K
|
7.51K
$528K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-72- 87.8% |
$3.02K - $3.46K
|
10
$704
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-74- 27.72% |
$3.11K - $3.56K
|
193
$13.6K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-79- 84.95% |
$3.32K - $3.8K
|
14
$985
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-80- 48.19% |
$3.36K - $3.84K
|
86
$6.05K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-81- 18.79% |
$3.4K - $3.89K
|
350
$24.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-83- 2.62% |
$3.48K - $3.99K
|
3.08K
$217K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-88Closed |
$3.69K - $4.23K
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-108- 0.4% |
$4.53K - $5.19K
|
26.7K
$1.88M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-114- 0.32% |
$4.78K - $5.48K
|
36K
$2.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-117- 1.9% |
$4.91K - $5.62K
|
6.05K
$426K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-124- 42.03% |
$5.2K - $5.96K
|
171
$12K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-140- 0.9% |
$5.88K - $6.73K
|
15.5K
$1.09M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-145- 2.14% |
$6.09K - $6.97K
|
6.62K
$466K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-164- 0.73% |
$6.88K - $7.88K
|
22.4K
$1.57M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-167- 8.28% |
$7.01K - $8.02K
|
1.85K
$130K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-170- 85.0% |
$7.13K - $8.17K
|
30
$2.11K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-190- 2.93% |
$7.97K - $9.13K
|
6.3K
$443K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-194- 2.74% |
$8.14K - $9.32K
|
6.89K
$485K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-202- 2.85% |
$8.48K - $9.71K
|
6.89K
$485K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-205- 1.29% |
$8.6K - $9.85K
|
15.7K
$1.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-243- 3.34% |
$10.2K - $11.7K
|
7.03K
$495K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-244- 0.22% |
$10.2K - $11.7K
|
108K
$7.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-260- 33.16% |
$10.9K - $12.5K
|
524
$36.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-283- 3.27% |
$11.9K - $13.6K
|
8.36K
$588K
|