Latest Institutional Transactions on Ventas, Inc. (VTR)
This table provides information on the latest institutional transactions involving Ventas, Inc. (VTR) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-10- 0.96% |
$397 - $510
|
1.04K
$80.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
35New |
$1.39K - $1.78K
|
35
$2.73K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-12- 2.06% |
$476 - $611
|
570
$44.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
7New |
$278 - $357
|
7
$546
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
75New |
$2.97K - $3.82K
|
75
$5.85K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.76KNew |
$189K - $243K
|
4.76K
$371K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
31New |
$1.23K - $1.58K
|
31
$2.42K
|
|
|
Feb 07, 2024
Q4 2023
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
43.5KNew |
$1.73M - $2.22M
|
43.5K
$3.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
4.02KNew |
$159K - $205K
|
4.02K
$313K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
15+ 1.22% |
$595 - $764
|
1.24K
$96.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7New |
$278 - $357
|
7
$546
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
582+ 10.43% |
$23.1K - $29.7K
|
6.16K
$481K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
301New |
$11.9K - $15.3K
|
301
$23.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-3.94K- 19.25% |
$156K - $201K
|
16.5K
$1.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-209- 34.78% |
$8.29K - $10.6K
|
392
$30.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
116+ 2320.0% |
$4.6K - $5.91K
|
121
$9.44K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.05KNew |
$161K - $206K
|
4.05K
$316K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
27New |
$1.07K - $1.38K
|
27
$2.11K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-9- 7.63% |
$357 - $459
|
109
$8.5K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6New |
$238 - $306
|
6
$468
|
|
| Q3 2023 | |||||||
|
May 15, 2025
Q3 2023
|
Clear Street LLC
|
BUY
|
- |
100KNew |
$4.14M - $4.97M
|
100K
$7.8M
|
|
|
May 15, 2025
Q3 2023
|
Clear Street LLC
|
BUY
|
PUT |
100KNew |
$4.14M - $4.97M
|
100K
$7.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-61- 84.72% |
$2.53K - $3.03K
|
11
$858
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
555+ 10.66% |
$23K - $27.6K
|
5.76K
$449K
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
2KNew |
$82.8K - $99.4K
|
2K
$156K
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
52.5KNew |
$2.17M - $2.61M
|
52.5K
$4.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26+ 0.47% |
$1.08K - $1.29K
|
5.53K
$431K
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.78KNew |
$73.6K - $88.3K
|
1.78K
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-543- 6.93% |
$22.5K - $27K
|
7.3K
$569K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-313- 80.05% |
$13K - $15.6K
|
78
$6.08K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
41New |
$1.7K - $2.04K
|
41
$3.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
9.08K+ 27.15% |
$376K - $451K
|
42.5K
$3.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-101- 25.19% |
$4.18K - $5.02K
|
300
$23.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-475- 77.87% |
$19.7K - $23.6K
|
135
$10.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
45+ 225.0% |
$1.86K - $2.24K
|
65
$5.07K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
213New |
$8.82K - $10.6K
|
213
$16.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9KNew |
$373K - $447K
|
9K
$702K
|
|
|
Nov 08, 2023
Q3 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
8KNew |
$331K - $398K
|
8K
$624K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
CALL |
-100- 4.55% |
$4.14K - $4.97K
|
2.1K
$164K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 1.05% |
$248 - $298
|
580
$45.2K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
18.5KNew |
$767K - $920K
|
18.5K
$1.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 0.55% |
$41.4 - $49.7
|
184
$14.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Segantii Capital Management LTD
|
BUY
|
- |
80.2KNew |
$3.32M - $3.99M
|
80.2K
$6.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 1.0% |
$41.4 - $49.7
|
101
$7.88K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
100New |
$4.14K - $4.97K
|
100
$7.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
10.6KNew |
$439K - $527K
|
10.6K
$827K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
588+ 2.32% |
$24.3K - $29.2K
|
25.9K
$2.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-57- 22.71% |
$2.36K - $2.83K
|
194
$15.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
53New |
$2.19K - $2.63K
|
53
$4.13K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-665- 1.26% |
$27.5K - $33K
|
51.9K
$4.05M
|
|