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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
27+ 675.0% |
$2.14K - $2.48K
|
31
$3.29K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
22New |
$1.74K - $2.02K
|
22
$2.33K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
21New |
$1.67K - $1.93K
|
21
$2.23K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20New |
$1.59K - $1.84K
|
20
$2.12K
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
18+ 15.38% |
$1.43K - $1.65K
|
135
$14.3K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
17+ 0.69% |
$1.35K - $1.56K
|
2.48K
$262K
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
15New |
$1.19K - $1.38K
|
15
$1.59K
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
BUY
|
- |
14+ 0.78% |
$1.11K - $1.29K
|
1.82K
$192K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7New |
$555 - $643
|
7
$742
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6New |
$476 - $551
|
6
$636
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 0.07% |
$397 - $459
|
6.99K
$741K
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 5.13% |
$317 - $367
|
82
$8.69K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 1.2% |
$159 - $184
|
168
$17.8K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.72% |
$79.3 - $91.9
|
140
$14.8K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 50.0% |
$79.3 - $91.9
|
3
$318
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.17% |
$79.3 - $91.9
|
593
$62.8K
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
66.3KNew |
$5.21M - $5.67M
|
66.3K
$7.02M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
20.7KNew |
$1.63M - $1.77M
|
20.7K
$2.19M
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
20.5KNew |
$1.61M - $1.75M
|
20.5K
$2.17M
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
19.4KNew |
$1.52M - $1.66M
|
19.4K
$2.06M
|
|
Oct 30, 2023
Q3 2023
|
Ldr Capital Management LLC
New York, NY |
BUY
|
- |
12.6KNew |
$990K - $1.08M
|
12.6K
$1.33M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
8.89KNew |
$699K - $760K
|
8.89K
$942K
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.55K+ 162.81% |
$672K - $731K
|
13.8K
$1.46M
|
|
Nov 13, 2023
Q3 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
6.63K+ 167.79% |
$521K - $567K
|
10.6K
$1.12M
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
5.6K+ 121.74% |
$440K - $479K
|
10.2K
$1.08M
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.56K+ 59.21% |
$280K - $304K
|
9.58K
$1.01M
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3.43KNew |
$269K - $293K
|
3.43K
$363K
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.46KNew |
$193K - $210K
|
2.46K
$260K
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
1.9KNew |
$149K - $162K
|
1.9K
$201K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
1.71K+ 4.13% |
$134K - $146K
|
43.1K
$4.56M
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.62K+ 10.36% |
$127K - $138K
|
17.2K
$1.82M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
950+ 14.69% |
$74.7K - $81.2K
|
7.42K
$786K
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
892New |
$70.1K - $76.2K
|
892
$94.5K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
843+ 4.49% |
$66.3K - $72.1K
|
19.6K
$2.08M
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
800New |
$62.9K - $68.4K
|
800
$84.8K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
104+ 5.04% |
$8.17K - $8.89K
|
2.17K
$230K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
21+ 4.0% |
$1.65K - $1.79K
|
546
$57.9K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
8New |
$629 - $684
|
8
$848
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6New |
$472 - $513
|
6
$636
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5New |
$393 - $427
|
5
$530
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3+ 0.07% |
$236 - $256
|
4.46K
$472K
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3+ 0.02% |
$236 - $256
|
13.6K
$1.44M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2+ 40.0% |
$157 - $171
|
7
$742
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 2.86% |
$78.6 - $85.5
|
36
$3.81K
|
|
Q2 2023 | |||||||
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
67.1K+ 6.91% |
$4.72M - $5.5M
|
1.04M
$110M
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
59.4KNew |
$4.18M - $4.87M
|
59.4K
$6.3M
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
PUT |
18KNew |
$1.27M - $1.48M
|
18K
$1.91M
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
16.5KNew |
$1.16M - $1.35M
|
16.5K
$1.75M
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
13.4KNew |
$941K - $1.1M
|
13.4K
$1.42M
|