Latest Institutional Purchases of Welltower Inc. (WELL)
This list provides information on the latest institutional transactions involving Welltower Inc. (WELL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
5.16KNew |
$327K - $446K
|
5.16K
$706K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
4.78K+ 4.17% |
$303K - $413K
|
119K
$16.3M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.53KNew |
$287K - $391K
|
4.53K
$619K
|
|
|
Nov 29, 2022
Q3 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.38KNew |
$278K - $379K
|
4.38K
$600K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
3.56K+ 47.45% |
$225K - $307K
|
11.1K
$1.51M
|
|
|
Nov 08, 2022
Q3 2022
|
Broderick Brian C
|
BUY
|
- |
3.5K+ 23.33% |
$222K - $302K
|
18.5K
$2.53M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.12KNew |
$198K - $269K
|
3.12K
$427K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.17K+ 68.09% |
$137K - $187K
|
5.35K
$732K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.05KNew |
$130K - $177K
|
2.05K
$280K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.8KNew |
$114K - $155K
|
1.8K
$246K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
908+ 2.21% |
$57.5K - $78.4K
|
42K
$5.75M
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
BUY
|
- |
750+ 18.47% |
$47.5K - $64.8K
|
4.81K
$658K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
546+ 2.22% |
$34.6K - $47.1K
|
25.1K
$3.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
513+ 2.13% |
$32.5K - $44.3K
|
24.6K
$3.36M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
340New |
$21.5K - $29.4K
|
340
$46.5K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
320New |
$20.3K - $27.6K
|
320
$43.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
278+ 8.52% |
$17.6K - $24K
|
3.54K
$484K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
173+ 123.57% |
$11K - $14.9K
|
313
$42.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
100New |
$6.33K - $8.63K
|
100
$13.7K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
30+ 2.26% |
$1.9K - $2.59K
|
1.36K
$185K
|
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
23+ 0.22% |
$1.46K - $1.99K
|
10.6K
$1.45M
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
21+ 44.68% |
$1.33K - $1.81K
|
68
$9.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
12+ 0.76% |
$760 - $1.04K
|
1.59K
$217K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 9.3% |
$253 - $345
|
47
$6.43K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.04% |
$190 - $259
|
6.72K
$918K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
3.05MNew |
$236M - $299M
|
3.05M
$417M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
19.1K+ 173.47% |
$1.48M - $1.87M
|
30.1K
$4.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
15.7KNew |
$1.22M - $1.54M
|
15.7K
$2.15M
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
11.5KNew |
$894K - $1.13M
|
11.5K
$1.58M
|
|
|
Aug 12, 2022
Q2 2022
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
6.82KNew |
$528K - $667K
|
6.82K
$932K
|
|
|
Aug 02, 2022
Q2 2022
|
Jennison Associates LLC
|
BUY
|
- |
6.53KNew |
$506K - $639K
|
6.53K
$893K
|
|
|
Aug 12, 2022
Q2 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
4.82KNew |
$373K - $471K
|
4.82K
$659K
|
|
|
Jul 18, 2022
Q2 2022
|
Sabal Trust CO
|
BUY
|
- |
3.23KNew |
$250K - $316K
|
3.23K
$441K
|
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
2.57KNew |
$199K - $251K
|
2.57K
$351K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
937New |
$72.6K - $91.7K
|
937
$128K
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
913+ 17.68% |
$70.7K - $89.3K
|
6.08K
$831K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
500New |
$38.7K - $48.9K
|
500
$68.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
442New |
$34.2K - $43.2K
|
442
$60.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
433+ 3.1% |
$33.5K - $42.4K
|
14.4K
$1.97M
|
|
|
Aug 08, 2022
Q2 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
349+ 16.38% |
$27K - $34.1K
|
2.48K
$339K
|
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
325New |
$25.2K - $31.8K
|
325
$44.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
251New |
$19.4K - $24.6K
|
251
$34.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
177New |
$13.7K - $17.3K
|
177
$24.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
161+ 16.4% |
$12.5K - $15.7K
|
1.14K
$156K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
124New |
$9.6K - $12.1K
|
124
$17K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
75+ 3.22% |
$5.81K - $7.34K
|
2.4K
$328K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
74+ 160.87% |
$5.73K - $7.24K
|
120
$16.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
63New |
$4.88K - $6.16K
|
63
$8.62K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
45New |
$3.49K - $4.4K
|
45
$6.15K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12New |
$929 - $1.17K
|
12
$1.64K
|
|