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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
5New |
$207 - $248
|
5
$390
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-453- 50.0% |
$18.8K - $22.5K
|
453
$35.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3- 2.73% |
$124 - $149
|
107
$8.35K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
7.55K+ 36.38% |
$313K - $375K
|
28.3K
$2.21M
|
|
| Q2 2023 | |||||||
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
300New |
$12.6K - $14.4K
|
300
$23.4K
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
113KNew |
$4.74M - $5.43M
|
113K
$8.81M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
73New |
$3.06K - $3.51K
|
73
$5.69K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
8+ 114.29% |
$336 - $384
|
15
$1.17K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
7.52KNew |
$315K - $361K
|
7.52K
$586K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25New |
$1.05K - $1.2K
|
25
$1.95K
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
2KNew |
$83.9K - $96.1K
|
2K
$156K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-170- 85.0% |
$7.13K - $8.17K
|
30
$2.34K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
9.46KNew |
$397K - $455K
|
9.46K
$738K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
39.4KNew |
$1.65M - $1.89M
|
39.4K
$3.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-5.39K- 2.01% |
$226K - $259K
|
263K
$20.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
4.69K+ 89.87% |
$197K - $225K
|
9.92K
$773K
|
|
|
Aug 14, 2023
Q2 2023
|
Endurant Capital Management LP
San Mateo, CA |
BUY
|
- |
41.6KNew |
$1.74M - $2M
|
41.6K
$3.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
967+ 4.81% |
$40.6K - $46.5K
|
21.1K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
8.1KNew |
$340K - $389K
|
8.1K
$632K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.78K+ 4.48% |
$74.8K - $85.7K
|
41.6K
$3.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-81- 18.79% |
$3.4K - $3.89K
|
350
$27.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
254K+ 21.88% |
$10.7M - $12.2M
|
1.41M
$110M
|
|
|
Aug 10, 2023
Q2 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
144KNew |
$6.05M - $6.93M
|
144K
$11.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 1.23% |
$168 - $192
|
330
$25.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.38KNew |
$184K - $210K
|
4.38K
$341K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-58- 0.77% |
$2.43K - $2.79K
|
7.51K
$586K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
90New |
$3.78K - $4.32K
|
90
$7.02K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
42New |
$1.76K - $2.02K
|
42
$3.28K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
5New |
$210 - $240
|
5
$390
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
426+ 184.42% |
$17.9K - $20.5K
|
657
$51.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1K+ 20.41% |
$42K - $48.1K
|
5.9K
$460K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
90+ 290.32% |
$3.78K - $4.32K
|
121
$9.44K
|
|
|
Aug 01, 2023
Q2 2023
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
206KNew |
$8.65M - $9.9M
|
206K
$16.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-3.22K- 41.75% |
$135K - $154K
|
4.49K
$350K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.8KNew |
$327K - $375K
|
7.8K
$608K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-294- 19.04% |
$12.3K - $14.1K
|
1.25K
$97.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 1.15% |
$83.9 - $96.1
|
176
$13.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-3.36K- 14.74% |
$141K - $161K
|
19.4K
$1.51M
|
|
|
Jul 24, 2023
Q2 2023
|
Goodwin Daniel L
|
SELL
|
- |
-8.55K- 63.33% |
$359K - $411K
|
4.95K
$386K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
124New |
$5.2K - $5.96K
|
124
$9.67K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.4KNew |
$185K - $212K
|
4.4K
$343K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1New |
$42 - $48.1
|
1
$78
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
5.96KNew |
$248K - $316K
|
5.96K
$465K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-6.98KClosed |
$291K - $370K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
711+ 99.3% |
$29.6K - $37.7K
|
1.43K
$111K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
46New |
$1.92K - $2.44K
|
46
$3.59K
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-59.6K- 92.15% |
$2.48M - $3.16M
|
5.07K
$396K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.03K+ 73.21% |
$42.7K - $54.3K
|
2.43K
$189K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
10.3KNew |
$429K - $546K
|
10.3K
$803K
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
705New |
$29.4K - $37.4K
|
705
$55K
|
|