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 |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-75- 1.99% |
$6.49K - $7.07K
|
3.69K
$385K
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-75- 1.79% |
$6.49K - $7.07K
|
4.13K
$430K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-75- 3.01% |
$6.49K - $7.07K
|
2.41K
$252K
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-72- 25.53% |
$6.23K - $6.79K
|
210
$21.9K
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-72- 1.47% |
$6.23K - $6.79K
|
4.82K
$502K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-69- 0.41% |
$5.97K - $6.5K
|
16.7K
$1.74M
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-67- 2.27% |
$5.8K - $6.31K
|
2.89K
$301K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-66- 8.97% |
$5.71K - $6.22K
|
670
$69.8K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-63- 1.47% |
$5.45K - $5.94K
|
4.22K
$440K
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-63- 0.57% |
$5.45K - $5.94K
|
10.9K
$1.14M
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-61- 2.73% |
$5.28K - $5.75K
|
2.18K
$227K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-60- 0.15% |
$5.19K - $5.66K
|
39.4K
$4.11M
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-60- 1.49% |
$5.19K - $5.66K
|
3.98K
$415K
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-57- 0.7% |
$4.93K - $5.37K
|
8.11K
$845K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-56- 1.1% |
$4.84K - $5.28K
|
5.04K
$526K
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-50- 1.24% |
$4.33K - $4.71K
|
3.97K
$414K
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-50- 0.17% |
$4.33K - $4.71K
|
30.1K
$3.14M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-50- 50.0% |
$4.33K - $4.71K
|
50
$5.21K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49- 0.83% |
$4.24K - $4.62K
|
5.84K
$609K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-49- 0.93% |
$4.24K - $4.62K
|
5.25K
$547K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-45- 10.25% |
$3.89K - $4.24K
|
394
$41.1K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-43- 24.71% |
$3.72K - $4.05K
|
131
$13.7K
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-42- 60.87% |
$3.63K - $3.96K
|
27
$2.81K
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-40- 2.05% |
$3.46K - $3.77K
|
1.91K
$199K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-40- 22.73% |
$3.46K - $3.77K
|
136
$14.2K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 1.05% |
$3.03K - $3.3K
|
3.3K
$344K
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-35- 1.47% |
$3.03K - $3.3K
|
2.34K
$244K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-34- 0.48% |
$2.94K - $3.2K
|
7.04K
$734K
|
|
May 13, 2024
Q1 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-33- 0.22% |
$2.85K - $3.11K
|
15K
$1.56M
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-31- 0.2% |
$2.68K - $2.92K
|
15.6K
$1.62M
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-29- 0.1% |
$2.51K - $2.73K
|
30.5K
$3.18M
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-27- 0.74% |
$2.34K - $2.54K
|
3.61K
$376K
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-26- 2.16% |
$2.25K - $2.45K
|
1.18K
$123K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-26- 1.49% |
$2.25K - $2.45K
|
1.72K
$179K
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-25- 0.26% |
$2.16K - $2.36K
|
9.63K
$1M
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-24- 0.28% |
$2.08K - $2.26K
|
8.44K
$880K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-17- 2.06% |
$1.47K - $1.6K
|
808
$84.2K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-15- 0.42% |
$1.3K - $1.41K
|
3.57K
$372K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-12- 2.84% |
$1.04K - $1.13K
|
411
$42.8K
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-11- 0.38% |
$952 - $1.04K
|
2.9K
$302K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-10- 0.19% |
$865 - $943
|
5.14K
$536K
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9- 45.0% |
$779 - $848
|
11
$1.15K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9- 0.71% |
$779 - $848
|
1.26K
$131K
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-9- 0.12% |
$779 - $848
|
7.55K
$787K
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-7- 11.29% |
$606 - $660
|
55
$5.73K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 2.07% |
$519 - $566
|
284
$29.6K
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5- 3.52% |
$433 - $471
|
137
$14.3K
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5- 2.89% |
$433 - $471
|
168
$17.5K
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3- 0.09% |
$260 - $283
|
3.4K
$354K
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2- 0.07% |
$173 - $189
|
3.02K
$315K
|