Purchases and Sales Made in Q3 2024 in Ventas, Inc. (VTR)
This table provides information about the institutional ownership of Ventas, Inc. (VTR) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
18+ 0.45% |
$916 - $1.18K
|
4.06K
$255K
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
17+ 2.22% |
$865 - $1.11K
|
782
$49.1K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16+ 1.29% |
$814 - $1.05K
|
1.26K
$79K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
16New |
$814 - $1.05K
|
16
$1K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
15New |
$763 - $980
|
15
$941
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
14+ 0.27% |
$712 - $915
|
5.27K
$331K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
14+ 0.77% |
$712 - $915
|
1.83K
$115K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
14+ 6.42% |
$712 - $915
|
232
$14.6K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13+ 13.68% |
$661 - $849
|
108
$6.78K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
10New |
$509 - $653
|
10
$628
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
9+ 6.98% |
$458 - $588
|
138
$8.66K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 4.07% |
$458 - $588
|
230
$14.4K
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
9+ 0.22% |
$458 - $588
|
4.02K
$252K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 17.31% |
$458 - $588
|
61
$3.83K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 0.49% |
$356 - $457
|
1.45K
$90.8K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 1.2% |
$356 - $457
|
588
$36.9K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7New |
$356 - $457
|
7
$439
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 1.21% |
$356 - $457
|
584
$36.7K
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4New |
$204 - $261
|
4
$251
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
3New |
$153 - $196
|
3
$188
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3+ 0.3% |
$153 - $196
|
989
$62.1K
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
3New |
$153 - $196
|
3
$188
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.36% |
$153 - $196
|
825
$51.8K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 1.71% |
$102 - $131
|
119
$7.47K
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.54% |
$102 - $131
|
373
$23.4K
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.62% |
$102 - $131
|
325
$20.4K
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 5.88% |
$102 - $131
|
36
$2.26K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$50.9 - $65.3
|
1
$62.8
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.27% |
$50.9 - $65.3
|
45
$2.82K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.2% |
$50.9 - $65.3
|
496
$31.1K
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.27% |
$50.9 - $65.3
|
376
$23.6K
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1Closed |
$50.9 - $65.3
|
0
$0
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-2- 1.92% |
$102 - $131
|
102
$6.4K
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2- 0.02% |
$102 - $131
|
9.54K
$599K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 0.34% |
$153 - $196
|
885
$55.5K
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-4- 0.06% |
$204 - $261
|
6.34K
$398K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6- 27.27% |
$305 - $392
|
16
$1K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 2.46% |
$407 - $523
|
317
$19.9K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-10- 3.13% |
$509 - $653
|
310
$19.5K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10- 0.13% |
$509 - $653
|
7.84K
$492K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-14- 0.34% |
$712 - $915
|
4.14K
$260K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-17- 0.25% |
$865 - $1.11K
|
6.76K
$424K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-19- 0.63% |
$967 - $1.24K
|
2.98K
$187K
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-19- 22.89% |
$967 - $1.24K
|
64
$4.02K
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-20- 0.13% |
$1.02K - $1.31K
|
15.8K
$991K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-21- 22.83% |
$1.07K - $1.37K
|
71
$4.46K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-23- 18.7% |
$1.17K - $1.5K
|
100
$6.28K
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-26- 4.62% |
$1.32K - $1.7K
|
537
$33.7K
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-30- 0.02% |
$1.53K - $1.96K
|
174K
$10.9M
|