Purchases and Sales Made in Q3 2023 in Ventas, Inc. (VTR)
This table provides information about the institutional ownership of Ventas, Inc. (VTR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
29New |
$1.2K - $1.44K
|
29
$1.82K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
28+ 3.57% |
$1.16K - $1.39K
|
812
$51K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26+ 0.47% |
$1.08K - $1.29K
|
5.53K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23+ 62.16% |
$952 - $1.14K
|
60
$3.77K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
23+ 209.09% |
$952 - $1.14K
|
34
$2.13K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
22+ 14.1% |
$911 - $1.09K
|
178
$11.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19+ 190.0% |
$787 - $944
|
29
$1.82K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 150.0% |
$621 - $745
|
25
$1.57K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
15+ 187.5% |
$621 - $745
|
23
$1.44K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
12+ 1.54% |
$497 - $596
|
791
$49.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 1.04% |
$497 - $596
|
1.17K
$73.2K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
11+ 100.0% |
$456 - $547
|
22
$1.38K
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
11+ 0.05% |
$456 - $547
|
21.8K
$1.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8+ 0.78% |
$331 - $398
|
1.03K
$64.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
6+ 0.05% |
$248 - $298
|
11.7K
$733K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 1.05% |
$248 - $298
|
580
$36.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
5New |
$207 - $248
|
5
$314
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.74% |
$166 - $199
|
542
$34K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 0.52% |
$166 - $199
|
770
$48.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4+ 0.75% |
$166 - $199
|
535
$33.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 1.15% |
$124 - $149
|
263
$16.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2+ 0.02% |
$82.8 - $99.4
|
9.95K
$624K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.25% |
$82.8 - $99.4
|
809
$50.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 0.55% |
$41.4 - $49.7
|
184
$11.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 1.0% |
$41.4 - $49.7
|
101
$6.34K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-2- 0.11% |
$82.8 - $99.4
|
1.76K
$111K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2- 0.04% |
$82.8 - $99.4
|
5.51K
$346K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 0.18% |
$124 - $149
|
1.71K
$107K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3- 2.73% |
$124 - $149
|
107
$6.72K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-17- 1.48% |
$704 - $845
|
1.13K
$71.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19- 9.84% |
$787 - $944
|
174
$10.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-20- 3.47% |
$828 - $994
|
556
$34.9K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-20- 26.32% |
$828 - $994
|
56
$3.51K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-22- 5.38% |
$911 - $1.09K
|
387
$24.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 30.28% |
$1.37K - $1.64K
|
76
$4.77K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-35- 0.03% |
$1.45K - $1.74K
|
109K
$6.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-38- 0.7% |
$1.57K - $1.89K
|
5.42K
$340K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-39- 3.74% |
$1.61K - $1.94K
|
1K
$63K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-39- 0.58% |
$1.61K - $1.94K
|
6.67K
$418K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-49- 9.72% |
$2.03K - $2.43K
|
455
$28.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-54- 1.09% |
$2.24K - $2.68K
|
4.88K
$306K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-57- 22.71% |
$2.36K - $2.83K
|
194
$12.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-61- 1.76% |
$2.53K - $3.03K
|
3.41K
$214K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-61- 0.81% |
$2.53K - $3.03K
|
7.44K
$467K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-61- 84.72% |
$2.53K - $3.03K
|
11
$690
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-68- 1.05% |
$2.82K - $3.38K
|
6.38K
$401K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-72- 0.9% |
$2.98K - $3.58K
|
7.91K
$496K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-100- 1.63% |
$4.14K - $4.97K
|
6.04K
$379K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-100- 0.7% |
$4.14K - $4.97K
|
14.2K
$891K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-101- 25.19% |
$4.18K - $5.02K
|
300
$18.8K
|