Purchases and Sales Made in Q4 2024 in Ventas, Inc. (VTR)
This table provides information about the institutional ownership of Ventas, Inc. (VTR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
103+ 19.18% |
$5.95K - $6.85K
|
640
$40.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
103+ 2.12% |
$5.95K - $6.85K
|
4.95K
$311K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$5.77K - $6.65K
|
100
$6.28K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
100+ 0.04% |
$5.77K - $6.65K
|
249K
$15.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
98+ 104.26% |
$5.66K - $6.52K
|
192
$12K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
97+ 215.56% |
$5.6K - $6.45K
|
142
$8.91K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
95+ 2.35% |
$5.48K - $6.32K
|
4.14K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
93+ 5.25% |
$5.37K - $6.18K
|
1.87K
$117K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
90+ 12.05% |
$5.2K - $5.98K
|
837
$52.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
81+ 0.74% |
$4.68K - $5.38K
|
11.1K
$697K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
79New |
$4.56K - $5.25K
|
79
$4.96K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
73+ 1.3% |
$4.21K - $4.85K
|
5.68K
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
65New |
$3.75K - $4.32K
|
65
$4.08K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
62New |
$3.58K - $4.12K
|
62
$3.89K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
53+ 8.79% |
$3.06K - $3.52K
|
656
$41.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
52+ 94.55% |
$3K - $3.46K
|
107
$6.72K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
46New |
$2.66K - $3.06K
|
46
$2.89K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
44+ 1.69% |
$2.54K - $2.93K
|
2.65K
$166K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
41New |
$2.37K - $2.73K
|
41
$2.57K
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
38+ 1.05% |
$2.19K - $2.53K
|
3.66K
$229K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
37+ 2.56% |
$2.14K - $2.46K
|
1.48K
$93.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
34+ 0.55% |
$1.96K - $2.26K
|
6.21K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
33New |
$1.91K - $2.19K
|
33
$2.07K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
29+ 181.25% |
$1.67K - $1.93K
|
45
$2.82K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
28+ 0.69% |
$1.62K - $1.86K
|
4.06K
$255K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
26New |
$1.5K - $1.73K
|
26
$1.63K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
24+ 0.15% |
$1.39K - $1.6K
|
15.8K
$992K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
24New |
$1.39K - $1.6K
|
24
$1.51K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
23+ 153.33% |
$1.33K - $1.53K
|
38
$2.38K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 10.48% |
$1.27K - $1.46K
|
232
$14.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
19+ 34.55% |
$1.1K - $1.26K
|
74
$4.64K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
19New |
$1.1K - $1.26K
|
19
$1.19K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
19New |
$1.1K - $1.26K
|
19
$1.19K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
16+ 160.0% |
$924 - $1.06K
|
26
$1.63K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15New |
$866 - $997
|
15
$941
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 21.21% |
$808 - $931
|
80
$5.02K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 4.1% |
$750 - $864
|
330
$20.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
13New |
$750 - $864
|
13
$816
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13+ 12.04% |
$750 - $864
|
121
$7.59K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
13New |
$750 - $864
|
13
$816
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 0.6% |
$635 - $731
|
1.84K
$115K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
11+ 0.09% |
$635 - $731
|
12.9K
$809K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
11New |
$635 - $731
|
11
$690
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$577 - $665
|
10
$628
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
10New |
$577 - $665
|
10
$628
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
10+ 0.29% |
$577 - $665
|
3.51K
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9+ 0.23% |
$520 - $598
|
3.86K
$243K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.1% |
$520 - $598
|
8.59K
$539K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 2.58% |
$462 - $532
|
318
$20K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
8+ 25.0% |
$462 - $532
|
40
$2.51K
|