Latest Institutional Transactions on Welltower Inc. (WELL)
This table provides information on the latest institutional transactions involving Welltower Inc. (WELL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 11, 2020
Q2 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-5.01KClosed |
$186K - $309K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Wrapmanager Inc
|
SELL
|
- |
-11.1KClosed |
$412K - $681K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-10.8KClosed |
$404K - $668K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-6.2KClosed |
$231K - $382K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Ogorek Anthony Joseph
|
SELL
|
- |
-650Closed |
$24.2K - $40.1K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-4.07KClosed |
$152K - $251K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Braun Stacey Associates Inc
|
SELL
|
- |
-123KClosed |
$4.6M - $7.61M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-112Closed |
$4.17K - $6.9K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-780Closed |
$29.1K - $48.1K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-5.1KClosed |
$190K - $314K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-11.9KClosed |
$444K - $735K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-82.4KClosed |
$3.07M - $5.08M
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-150Closed |
$5.59K - $9.25K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
155KNew |
$5.77M - $9.55M
|
155K
$16.5M
|
|
Jul 30, 2020
Q2 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-4.53KClosed |
$169K - $279K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
G&S Capital LLC
|
SELL
|
- |
-182Closed |
$6.78K - $11.2K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-16.1KClosed |
$598K - $990K
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-11KClosed |
$411K - $680K
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-224Closed |
$8.35K - $13.8K
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-101KClosed |
$3.76M - $6.22M
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-14Closed |
$522 - $863
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Keeler T Homas Management LLC
|
SELL
|
- |
-24.5KClosed |
$914K - $1.51M
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-15.6KClosed |
$580K - $959K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Keudell
|
SELL
|
- |
-16.7KClosed |
$622K - $1.03M
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Peoples Financial Services Corp.
|
SELL
|
- |
-111Closed |
$4.14K - $6.84K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-1.61KClosed |
$59.8K - $98.9K
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-177Closed |
$6.6K - $10.9K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Fulton Bank, N.A.
|
SELL
|
- |
-25.4KClosed |
$948K - $1.57M
|
0
$0
|
|
Jul 01, 2020
Q2 2020
|
Thomasville National Bank
|
SELL
|
- |
-2.92KClosed |
$109K - $180K
|
0
$0
|
|
Jul 01, 2020
Q2 2020
|
Park National Corp
|
SELL
|
- |
-9.02KClosed |
$336K - $556K
|
0
$0
|
|
Q1 2020 | |||||||
Oct 13, 2021
Q1 2020
|
Hixon Zuercher, LLC
|
SELL
|
- |
-24.9KClosed |
$826K - $2.23M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Accredited Investors Inc.
|
SELL
|
- |
-2.66KClosed |
$88.5K - $239K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.37KClosed |
$78.6K - $212K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-3.56KClosed |
$118K - $320K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-4.55KClosed |
$151K - $409K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-9.3K- 63.27% |
$309K - $836K
|
5.4K
$575K
|
|
May 15, 2020
Q1 2020
|
Hsbc Holdings PLC
London, X0 |
SELL
|
PUT |
-66.4K- 80.98% |
$2.21M - $5.97M
|
15.6K
$1.66M
|
|
May 15, 2020
Q1 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-202Closed |
$6.71K - $18.1K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-366KClosed |
$12.2M - $32.9M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.67KClosed |
$155K - $419K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Simmons Bank
|
SELL
|
- |
-3.62KClosed |
$120K - $325K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-5.76KClosed |
$191K - $517K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-4.31KClosed |
$143K - $387K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-225Closed |
$7.47K - $20.2K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.84KClosed |
$94.2K - $255K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Amica Mutual Insurance CO
|
SELL
|
- |
-6.84KClosed |
$227K - $614K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Amica Retiree Medical Trust
|
SELL
|
- |
-984Closed |
$32.7K - $88.4K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-26.7KClosed |
$888K - $2.4M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-13.5K- 98.11% |
$450K - $1.22M
|
261
$27.8K
|
|
May 13, 2020
Q1 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-770Closed |
$25.6K - $69.2K
|
0
$0
|