Purchases and Sales Made in Q4 2023 in Ventas, Inc. (VTR)
This table provides information about the institutional ownership of Ventas, Inc. (VTR) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
250New |
$9.91K - $12.7K
|
250
$17.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
250+ 2.7% |
$9.91K - $12.7K
|
9.49K
$668K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
249+ 14.6% |
$9.87K - $12.7K
|
1.95K
$137K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
239+ 6.56% |
$9.48K - $12.2K
|
3.88K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
231+ 0.32% |
$9.16K - $11.8K
|
73.2K
$5.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
228+ 74.27% |
$9.04K - $11.6K
|
535
$37.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
225+ 77.85% |
$8.92K - $11.5K
|
514
$36.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
190+ 3.77% |
$7.53K - $9.68K
|
5.23K
$368K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
184New |
$7.3K - $9.37K
|
184
$12.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
161New |
$6.38K - $8.2K
|
161
$11.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
140+ 1.41% |
$5.55K - $7.13K
|
10.1K
$710K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
136+ 17.19% |
$5.39K - $6.93K
|
927
$65.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
130+ 1.55% |
$5.15K - $6.62K
|
8.54K
$601K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
126+ 2.35% |
$5K - $6.42K
|
5.5K
$387K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
124+ 4.58% |
$4.92K - $6.32K
|
2.83K
$199K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
116+ 2320.0% |
$4.6K - $5.91K
|
121
$8.51K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
112+ 0.82% |
$4.44K - $5.71K
|
13.7K
$965K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
105+ 8.95% |
$4.16K - $5.35K
|
1.28K
$89.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
103New |
$4.08K - $5.25K
|
103
$7.25K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
92+ 0.18% |
$3.65K - $4.69K
|
51.7K
$3.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
89+ 0.79% |
$3.53K - $4.53K
|
11.4K
$802K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
88New |
$3.49K - $4.48K
|
88
$6.19K
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
78+ 1.18% |
$3.09K - $3.97K
|
6.67K
$470K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
77+ 1.37% |
$3.05K - $3.92K
|
5.71K
$402K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
76+ 1.32% |
$3.01K - $3.87K
|
5.85K
$412K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
75New |
$2.97K - $3.82K
|
75
$5.28K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
74+ 1.22% |
$2.93K - $3.77K
|
6.15K
$432K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
65+ 260.0% |
$2.58K - $3.31K
|
90
$6.33K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
62New |
$2.46K - $3.16K
|
62
$4.36K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
60+ 0.87% |
$2.38K - $3.06K
|
6.95K
$489K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
59+ 19.67% |
$2.34K - $3.01K
|
359
$25.3K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
55New |
$2.18K - $2.8K
|
55
$3.87K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
53+ 11.65% |
$2.1K - $2.7K
|
508
$35.7K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
49+ 222.73% |
$1.94K - $2.5K
|
71
$5K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
49+ 0.07% |
$1.94K - $2.5K
|
70.5K
$4.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
48+ 137.14% |
$1.9K - $2.45K
|
83
$5.84K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
42New |
$1.67K - $2.14K
|
42
$2.96K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
39+ 0.69% |
$1.55K - $1.99K
|
5.66K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
35+ 0.28% |
$1.39K - $1.78K
|
12.7K
$896K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
35New |
$1.39K - $1.78K
|
35
$2.46K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
31New |
$1.23K - $1.58K
|
31
$2.18K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
27New |
$1.07K - $1.38K
|
27
$1.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
24+ 4.32% |
$952 - $1.22K
|
580
$40.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
24New |
$952 - $1.22K
|
24
$1.69K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 5.68% |
$872 - $1.12K
|
409
$28.8K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20New |
$793 - $1.02K
|
20
$1.41K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20New |
$793 - $1.02K
|
20
$1.41K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
18+ 28.13% |
$714 - $917
|
82
$5.77K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
18+ 2.86% |
$714 - $917
|
648
$45.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18New |
$714 - $917
|
18
$1.27K
|