Purchases and Sales Made in Q2 2024 in Ventas, Inc. (VTR)
This table provides information about the institutional ownership of Ventas, Inc. (VTR) during Q2 2024. The information is specifically focused on institutions that hold shares of Ventas, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
76+ 0.5% |
$3.17K - $3.9K
|
15.3K
$1.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
75New |
$3.13K - $3.84K
|
75
$5.28K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
75+ 1.28% |
$3.13K - $3.84K
|
5.93K
$417K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
73New |
$3.04K - $3.74K
|
73
$5.14K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
71+ 47.33% |
$2.96K - $3.64K
|
221
$15.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
63+ 12.6% |
$2.63K - $3.23K
|
563
$39.6K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
60+ 9.88% |
$2.5K - $3.08K
|
667
$46.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
56+ 57.73% |
$2.33K - $2.87K
|
153
$10.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
56New |
$2.33K - $2.87K
|
56
$3.94K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
45New |
$1.88K - $2.31K
|
45
$3.17K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
41+ 65.08% |
$1.71K - $2.1K
|
104
$7.32K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
39+ 156.0% |
$1.63K - $2K
|
64
$4.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
39New |
$1.63K - $2K
|
39
$2.74K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
36New |
$1.5K - $1.85K
|
36
$2.53K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
29New |
$1.21K - $1.49K
|
29
$2.04K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
24New |
$1K - $1.23K
|
24
$1.69K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
22+ 100.0% |
$917 - $1.13K
|
44
$3.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
22+ 4.62% |
$917 - $1.13K
|
498
$35K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20+ 57.14% |
$834 - $1.03K
|
55
$3.87K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 26.67% |
$834 - $1.03K
|
95
$6.68K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
19+ 29.69% |
$792 - $974
|
83
$5.84K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
17+ 0.95% |
$709 - $871
|
1.81K
$127K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
17+ 0.25% |
$709 - $871
|
6.78K
$477K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
16+ 2.85% |
$667 - $820
|
577
$40.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
16+ 40.0% |
$667 - $820
|
56
$3.94K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
16New |
$667 - $820
|
16
$1.13K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
14+ 77.78% |
$584 - $718
|
32
$2.25K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
13+ 61.9% |
$542 - $666
|
34
$2.39K
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
13+ 0.06% |
$542 - $666
|
21.8K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13+ 1.06% |
$542 - $666
|
1.24K
$87.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 0.94% |
$458 - $564
|
1.18K
$82.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
11New |
$458 - $564
|
11
$774
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11+ 0.08% |
$458 - $564
|
13.6K
$955K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
10New |
$417 - $513
|
10
$704
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 3.23% |
$417 - $513
|
320
$22.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10+ 52.63% |
$417 - $513
|
29
$2.04K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9+ 8.33% |
$375 - $461
|
117
$8.23K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7New |
$292 - $359
|
7
$493
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 9.72% |
$292 - $359
|
79
$5.56K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
5+ 1.37% |
$208 - $256
|
371
$26.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4+ 0.06% |
$167 - $205
|
6.34K
$446K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4+ 0.18% |
$167 - $205
|
2.24K
$158K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4+ 9.76% |
$167 - $205
|
45
$3.17K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 0.34% |
$125 - $154
|
888
$62.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 1.12% |
$125 - $154
|
271
$19.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.01% |
$83.4 - $103
|
22.7K
$1.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.25% |
$83.4 - $103
|
817
$57.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2+ 28.57% |
$83.4 - $103
|
9
$633
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2+ 0.41% |
$83.4 - $103
|
495
$34.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1New |
$41.7 - $51.3
|
1
$70.4
|