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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
116+ 0.35% |
$6.7K - $7.71K
|
32.8K
$2.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
114+ 15.12% |
$6.58K - $7.58K
|
868
$60.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
113+ 73.86% |
$6.52K - $7.51K
|
266
$18.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
105New |
$6.06K - $6.98K
|
105
$7.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
103+ 19.18% |
$5.95K - $6.85K
|
640
$44.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
103+ 2.12% |
$5.95K - $6.85K
|
4.95K
$345K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
100+ 0.04% |
$5.77K - $6.65K
|
249K
$17.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$5.77K - $6.65K
|
100
$6.96K
|
|
|
Oct 08, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
100+ 0.04% |
$5.77K - $6.65K
|
249K
$17.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
98+ 104.26% |
$5.66K - $6.52K
|
192
$13.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
97+ 215.56% |
$5.6K - $6.45K
|
142
$9.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
95+ 2.35% |
$5.48K - $6.32K
|
4.14K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
93+ 5.25% |
$5.37K - $6.18K
|
1.87K
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
90+ 12.05% |
$5.2K - $5.98K
|
837
$58.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
81+ 0.74% |
$4.68K - $5.38K
|
11.1K
$772K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
79New |
$4.56K - $5.25K
|
79
$5.49K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
73+ 1.3% |
$4.21K - $4.85K
|
5.68K
$395K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
65New |
$3.75K - $4.32K
|
65
$4.52K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
62New |
$3.58K - $4.12K
|
62
$4.31K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
53+ 8.79% |
$3.06K - $3.52K
|
656
$45.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
52+ 94.55% |
$3K - $3.46K
|
107
$7.44K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
46New |
$2.66K - $3.06K
|
46
$3.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
44+ 1.69% |
$2.54K - $2.93K
|
2.65K
$184K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
41New |
$2.37K - $2.73K
|
41
$2.85K
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
38+ 1.05% |
$2.19K - $2.53K
|
3.66K
$254K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
37+ 2.56% |
$2.14K - $2.46K
|
1.48K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
34+ 0.55% |
$1.96K - $2.26K
|
6.21K
$432K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
33New |
$1.91K - $2.19K
|
33
$2.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
29+ 181.25% |
$1.67K - $1.93K
|
45
$3.13K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
28+ 0.69% |
$1.62K - $1.86K
|
4.06K
$283K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
26New |
$1.5K - $1.73K
|
26
$1.81K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
24New |
$1.39K - $1.6K
|
24
$1.67K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
24+ 0.15% |
$1.39K - $1.6K
|
15.8K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
23+ 153.33% |
$1.33K - $1.53K
|
38
$2.64K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 10.48% |
$1.27K - $1.46K
|
232
$16.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
19New |
$1.1K - $1.26K
|
19
$1.32K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
19New |
$1.1K - $1.26K
|
19
$1.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
19+ 34.55% |
$1.1K - $1.26K
|
74
$5.15K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
16+ 160.0% |
$924 - $1.06K
|
26
$1.81K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15New |
$866 - $997
|
15
$1.04K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 21.21% |
$808 - $931
|
80
$5.56K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13+ 12.04% |
$750 - $864
|
121
$8.42K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
13New |
$750 - $864
|
13
$904
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
13New |
$750 - $864
|
13
$904
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 4.1% |
$750 - $864
|
330
$23K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 0.6% |
$635 - $731
|
1.84K
$128K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
11New |
$635 - $731
|
11
$765
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
11+ 0.09% |
$635 - $731
|
12.9K
$897K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
10New |
$577 - $665
|
10
$696
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$577 - $665
|
10
$696
|