Latest Institutional Sells of Welltower Inc. (WELL)
This list provides information on the latest institutional transactions involving Welltower Inc. (WELL) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-172- 0.31% |
$17.9K - $22.3K
|
55.3K
$7.63M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-167- 0.47% |
$17.4K - $21.7K
|
35.2K
$4.86M
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-162- 63.78% |
$16.8K - $21K
|
92
$12.7K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-155- 0.72% |
$16.1K - $20.1K
|
21.5K
$2.97M
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-147- 2.08% |
$15.3K - $19.1K
|
6.91K
$953K
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-147- 4.12% |
$15.3K - $19.1K
|
3.42K
$471K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-146- 41.13% |
$15.2K - $18.9K
|
209
$28.8K
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-146- 0.44% |
$15.2K - $18.9K
|
32.7K
$4.51M
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-143- 1.14% |
$14.9K - $18.6K
|
12.4K
$1.7M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-142- 0.77% |
$14.8K - $18.4K
|
18.3K
$2.52M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-141- 0.35% |
$14.7K - $18.3K
|
39.7K
$5.47M
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-141- 0.48% |
$14.7K - $18.3K
|
29K
$4M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-140- 1.76% |
$14.6K - $18.2K
|
7.81K
$1.08M
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-138- 3.37% |
$14.4K - $17.9K
|
3.95K
$545K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-132- 4.57% |
$13.7K - $17.1K
|
2.76K
$380K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-128- 1.84% |
$13.3K - $16.6K
|
6.83K
$942K
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-126- 0.58% |
$13.1K - $16.3K
|
21.6K
$2.98M
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-120- 1.35% |
$12.5K - $15.6K
|
8.75K
$1.21M
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-120- 1.01% |
$12.5K - $15.6K
|
11.7K
$1.62M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-115- 8.86% |
$12K - $14.9K
|
1.18K
$163K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-115- 5.36% |
$12K - $14.9K
|
2.03K
$280K
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-114- 2.17% |
$11.9K - $14.8K
|
5.14K
$709K
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-110- 4.01% |
$11.4K - $14.3K
|
2.63K
$363K
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-110- 0.94% |
$11.4K - $14.3K
|
11.6K
$1.6M
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-109- 2.81% |
$11.3K - $14.1K
|
3.76K
$519K
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-100- 2.69% |
$10.4K - $13K
|
3.62K
$499K
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 0.38% |
$10.4K - $13K
|
26.1K
$3.59M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-98- 1.2% |
$10.2K - $12.7K
|
8.07K
$1.11M
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-98- 3.48% |
$10.2K - $12.7K
|
2.72K
$375K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-97- 4.89% |
$10.1K - $12.6K
|
1.89K
$260K
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-96- 2.44% |
$9.98K - $12.5K
|
3.84K
$530K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-95- 4.57% |
$9.88K - $12.3K
|
1.99K
$274K
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-94- 2.03% |
$9.78K - $12.2K
|
4.54K
$626K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-93- 9.67% |
$9.67K - $12.1K
|
869
$120K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-91- 1.75% |
$9.46K - $11.8K
|
5.1K
$704K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-90- 1.8% |
$9.36K - $11.7K
|
4.91K
$677K
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-88- 3.52% |
$9.15K - $11.4K
|
2.41K
$333K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-87- 1.01% |
$9.05K - $11.3K
|
8.5K
$1.17M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-86- 0.44% |
$8.94K - $11.2K
|
19.3K
$2.66M
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-85- 2.89% |
$8.84K - $11K
|
2.86K
$394K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-84- 0.63% |
$8.74K - $10.9K
|
13.2K
$1.81M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-83- 1.4% |
$8.63K - $10.8K
|
5.84K
$805K
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-80- 1.26% |
$8.32K - $10.4K
|
6.25K
$861K
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-80- 0.48% |
$8.32K - $10.4K
|
16.4K
$2.26M
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-78- 4.93% |
$8.11K - $10.1K
|
1.5K
$207K
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-76- 2.08% |
$7.9K - $9.86K
|
3.58K
$493K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-66- 2.64% |
$6.86K - $8.56K
|
2.43K
$335K
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-64- 0.77% |
$6.66K - $8.3K
|
8.26K
$1.14M
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-63- 0.46% |
$6.55K - $8.17K
|
13.5K
$1.87M
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-60- 1.58% |
$6.24K - $7.78K
|
3.75K
$517K
|