Latest Institutional Purchases of Welltower Inc. (WELL)
This list provides information on the latest institutional transactions involving Welltower Inc. (WELL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.12KNew |
$275K - $328K
|
3.12K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.97KNew |
$262K - $311K
|
2.97K
$370K
|
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.65KNew |
$234K - $278K
|
2.65K
$331K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.47KNew |
$218K - $259K
|
2.47K
$308K
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
2.4KNew |
$212K - $252K
|
2.4K
$299K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
2.11KNew |
$186K - $221K
|
2.11K
$263K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.09KNew |
$185K - $220K
|
2.09K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2KNew |
$177K - $210K
|
2K
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2KNew |
$177K - $210K
|
2K
$250K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2KNew |
$177K - $210K
|
2K
$250K
|
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
2KNew |
$177K - $210K
|
2K
$250K
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.95KNew |
$172K - $205K
|
1.95K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.9K+ 5.65% |
$168K - $200K
|
35.5K
$4.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.78KNew |
$157K - $187K
|
1.78K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.5KNew |
$133K - $158K
|
1.5K
$188K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.32KNew |
$116K - $138K
|
1.32K
$164K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.08K+ 44.21% |
$95.4K - $113K
|
3.52K
$440K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.03KNew |
$90.9K - $108K
|
1.03K
$128K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1KNew |
$88.3K - $105K
|
1K
$125K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
873New |
$77.1K - $91.7K
|
873
$109K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
550New |
$48.6K - $57.8K
|
550
$68.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
450+ 13.6% |
$39.7K - $47.3K
|
3.76K
$469K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
430+ 159.26% |
$38K - $45.2K
|
700
$87.3K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
304New |
$26.8K - $31.9K
|
304
$37.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
300New |
$26.5K - $31.5K
|
300
$37.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
279+ 4.76% |
$24.6K - $29.3K
|
6.15K
$767K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
263+ 72.45% |
$23.2K - $27.6K
|
626
$78.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
261New |
$23K - $27.4K
|
261
$32.6K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
245New |
$21.6K - $25.7K
|
245
$30.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
243New |
$21.5K - $25.5K
|
243
$30.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
240+ 5.63% |
$21.2K - $25.2K
|
4.5K
$562K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
186New |
$16.4K - $19.5K
|
186
$23.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
186New |
$16.4K - $19.5K
|
186
$23.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
150New |
$13.2K - $15.8K
|
150
$18.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
139+ 42.25% |
$12.3K - $14.6K
|
468
$58.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
115New |
$10.2K - $12.1K
|
115
$14.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
113+ 0.94% |
$9.98K - $11.9K
|
12.2K
$1.52M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
108New |
$9.54K - $11.3K
|
108
$13.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
99New |
$8.74K - $10.4K
|
99
$12.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
79+ 158.0% |
$6.98K - $8.3K
|
129
$16.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
59+ 842.86% |
$5.21K - $6.2K
|
66
$8.24K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
55New |
$4.86K - $5.78K
|
55
$6.86K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
37+ 0.41% |
$3.27K - $3.89K
|
8.98K
$1.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
34New |
$3K - $3.57K
|
34
$4.24K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
32+ 58.18% |
$2.83K - $3.36K
|
87
$10.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
31+ 281.82% |
$2.74K - $3.26K
|
42
$5.24K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
28+ 4.93% |
$2.47K - $2.94K
|
596
$74.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
27+ 17.2% |
$2.38K - $2.84K
|
184
$23K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
23New |
$2.03K - $2.42K
|
23
$2.87K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
21New |
$1.85K - $2.21K
|
21
$2.62K
|