Purchases and Sales Made in Q4 2023 in Ventas, Inc. (VTR)
This table provides information about the institutional ownership of Ventas, Inc. (VTR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18New |
$714 - $917
|
18
$1.23K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
18+ 28.13% |
$714 - $917
|
82
$5.62K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
18+ 2.86% |
$714 - $917
|
648
$44.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
17+ 58.62% |
$674 - $866
|
46
$3.15K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 0.7% |
$674 - $866
|
2.46K
$169K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
17+ 0.96% |
$674 - $866
|
1.78K
$122K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
15New |
$595 - $764
|
15
$1.03K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
15+ 115.38% |
$595 - $764
|
28
$1.92K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
15+ 1.22% |
$595 - $764
|
1.24K
$85K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
15+ 16.48% |
$595 - $764
|
106
$7.26K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 1.03% |
$476 - $611
|
1.18K
$80.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
12+ 0.06% |
$476 - $611
|
21.8K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11New |
$436 - $560
|
11
$754
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 17.86% |
$397 - $510
|
66
$4.52K
|
|
|
Aug 15, 2025
Q4 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
7New |
$278 - $357
|
7
$480
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
7New |
$278 - $357
|
7
$480
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7New |
$278 - $357
|
7
$480
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
7New |
$278 - $357
|
7
$480
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
7New |
$278 - $357
|
7
$480
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 1.81% |
$238 - $306
|
337
$23.1K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6New |
$238 - $306
|
6
$411
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4+ 0.07% |
$159 - $204
|
5.52K
$378K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.37% |
$119 - $153
|
812
$55.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
2+ 0.76% |
$79.3 - $102
|
265
$18.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.93% |
$79.3 - $102
|
217
$14.9K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 4.55% |
$39.7 - $51
|
23
$1.58K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 1.09% |
$39.7 - $51
|
93
$6.37K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1- 2.94% |
$39.7 - $51
|
33
$2.26K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-8- 34.78% |
$317 - $408
|
15
$1.03K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-9- 7.63% |
$357 - $459
|
109
$7.47K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-10- 0.96% |
$397 - $510
|
1.04K
$70.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-12- 2.06% |
$476 - $611
|
570
$39.1K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-12- 37.5% |
$476 - $611
|
20
$1.37K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-13- 7.6% |
$515 - $662
|
158
$10.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-24- 31.58% |
$952 - $1.22K
|
52
$3.56K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-38- 63.33% |
$1.51K - $1.94K
|
22
$1.51K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-39- 21.91% |
$1.55K - $1.99K
|
139
$9.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-44- 0.21% |
$1.74K - $2.24K
|
20.4K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-44- 0.89% |
$1.74K - $2.24K
|
4.91K
$337K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-46- 0.58% |
$1.82K - $2.34K
|
7.87K
$539K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-62- 0.07% |
$2.46K - $3.16K
|
83.1K
$5.69M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-62- 1.15% |
$2.46K - $3.16K
|
5.32K
$364K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-77- 44.25% |
$3.05K - $3.92K
|
97
$6.65K
|
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-80- 5.77% |
$3.17K - $4.08K
|
1.31K
$89.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-87- 0.31% |
$3.45K - $4.43K
|
28.2K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-90- 1.57% |
$3.57K - $4.59K
|
5.64K
$386K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-95- 9.24% |
$3.77K - $4.84K
|
933
$63.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-96- 17.71% |
$3.81K - $4.89K
|
446
$30.6K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.09% |
$3.97K - $5.1K
|
110K
$7.55M
|