Purchases and Sales Made in Q4 2022 in Ventas, Inc. (VTR)
This table provides information about the institutional ownership of Ventas, Inc. (VTR) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23New |
$829 - $1.07K
|
23
$1.62K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
20+ 0.68% |
$721 - $930
|
2.95K
$208K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16+ 0.87% |
$577 - $744
|
1.85K
$130K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
16New |
$577 - $744
|
16
$1.13K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 3.69% |
$432 - $558
|
337
$23.7K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
11New |
$396 - $512
|
11
$774
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
7+ 0.14% |
$252 - $326
|
5.08K
$358K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
7+ 1.26% |
$252 - $326
|
563
$39.6K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 1.19% |
$108 - $140
|
255
$17.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 1.4% |
$72.1 - $93
|
145
$10.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.05% |
$72.1 - $93
|
3.7K
$260K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
1+ 3.13% |
$36 - $46.5
|
33
$2.32K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 4.76% |
$36 - $46.5
|
22
$1.55K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 100.0% |
$36 - $46.5
|
2
$141
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.92% |
$36 - $46.5
|
110
$7.74K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-3- 1.27% |
$108 - $140
|
233
$16.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-4- 0.05% |
$144 - $186
|
8.16K
$574K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 6.67% |
$180 - $233
|
70
$4.93K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-11- 8.66% |
$396 - $512
|
116
$8.16K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-13- 0.2% |
$469 - $605
|
6.37K
$448K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-15- 65.22% |
$541 - $698
|
8
$563
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-17- 7.46% |
$613 - $791
|
211
$14.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-22- 55.0% |
$793 - $1.02K
|
18
$1.27K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-23- 58.97% |
$829 - $1.07K
|
16
$1.13K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-28- 0.33% |
$1.01K - $1.3K
|
8.55K
$601K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-29- 0.16% |
$1.05K - $1.35K
|
18K
$1.27M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-34- 4.97% |
$1.23K - $1.58K
|
650
$45.7K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-35- 40.23% |
$1.26K - $1.63K
|
52
$3.66K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-38- 13.15% |
$1.37K - $1.77K
|
251
$17.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-44- 11.64% |
$1.59K - $2.05K
|
334
$23.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-51- 11.28% |
$1.84K - $2.37K
|
401
$28.2K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-52- 7.78% |
$1.87K - $2.42K
|
616
$43.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-55- 48.67% |
$1.98K - $2.56K
|
58
$4.08K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-70- 2.13% |
$2.52K - $3.26K
|
3.22K
$226K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-70- 23.03% |
$2.52K - $3.26K
|
234
$16.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-72- 4.23% |
$2.59K - $3.35K
|
1.63K
$115K
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-80- 0.02% |
$2.88K - $3.72K
|
468K
$33M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-84- 0.04% |
$3.03K - $3.91K
|
238K
$16.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-95- 0.75% |
$3.42K - $4.42K
|
12.5K
$879K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-97- 0.52% |
$3.5K - $4.51K
|
18.5K
$1.3M
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-100Closed |
$3.6K - $4.65K
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-105- 2.06% |
$3.78K - $4.88K
|
5K
$352K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-107- 1.04% |
$3.86K - $4.98K
|
10.2K
$716K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-117- 1.34% |
$4.22K - $5.44K
|
8.61K
$606K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-117- 15.79% |
$4.22K - $5.44K
|
624
$43.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-121- 1.57% |
$4.36K - $5.63K
|
7.61K
$535K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-121- 1.69% |
$4.36K - $5.63K
|
7.02K
$494K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-126- 10.12% |
$4.54K - $5.86K
|
1.12K
$78.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-130- 2.09% |
$4.69K - $6.05K
|
6.08K
$428K
|