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 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
202+ 9.18% |
$21K - $26.2K
|
2.4K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
200+ 4.2% |
$20.8K - $25.9K
|
4.97K
$620K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
184+ 7.12% |
$19.1K - $23.9K
|
2.77K
$346K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
175New |
$18.2K - $22.7K
|
175
$21.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
174+ 5.61% |
$18.1K - $22.6K
|
3.28K
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
166+ 3.34% |
$17.3K - $21.5K
|
5.13K
$640K
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
160+ 6.42% |
$16.6K - $20.8K
|
2.65K
$331K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
156+ 3.84% |
$16.2K - $20.2K
|
4.22K
$526K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
139+ 5.03% |
$14.5K - $18K
|
2.9K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
126+ 0.62% |
$13.1K - $16.3K
|
20.4K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
125+ 6.37% |
$13K - $16.2K
|
2.09K
$260K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
125+ 2.45% |
$13K - $16.2K
|
5.22K
$651K
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
122+ 0.55% |
$12.7K - $15.8K
|
22.4K
$2.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
118+ 2.71% |
$12.3K - $15.3K
|
4.48K
$559K
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
117+ 0.09% |
$12.2K - $15.2K
|
124K
$15.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
116+ 2.12% |
$12.1K - $15K
|
5.6K
$698K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
110+ 2.43% |
$11.4K - $14.3K
|
4.64K
$579K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
109+ 3.42% |
$11.3K - $14.1K
|
3.3K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
103New |
$10.7K - $13.4K
|
103
$12.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
102+ 13.62% |
$10.6K - $13.2K
|
851
$106K
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
100+ 7.69% |
$10.4K - $13K
|
1.4K
$175K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
97New |
$10.1K - $12.6K
|
97
$12.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
96+ 14.14% |
$9.98K - $12.5K
|
775
$96.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
94+ 2.63% |
$9.78K - $12.2K
|
3.67K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
93+ 65.96% |
$9.67K - $12.1K
|
234
$29.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
93+ 9300.0% |
$9.67K - $12.1K
|
94
$11.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
82+ 0.86% |
$8.53K - $10.6K
|
9.62K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
81+ 3.43% |
$8.42K - $10.5K
|
2.44K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
78New |
$8.11K - $10.1K
|
78
$9.73K
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
78+ 0.61% |
$8.11K - $10.1K
|
12.9K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
76+ 1.69% |
$7.9K - $9.86K
|
4.58K
$572K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
76+ 3.48% |
$7.9K - $9.86K
|
2.26K
$282K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
75+ 9.28% |
$7.8K - $9.73K
|
883
$110K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
75+ 1.54% |
$7.8K - $9.73K
|
4.95K
$618K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
75+ 3.05% |
$7.8K - $9.73K
|
2.53K
$316K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
72+ 3.42% |
$7.49K - $9.34K
|
2.18K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
68+ 1.98% |
$7.07K - $8.82K
|
3.5K
$436K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
66+ 0.73% |
$6.86K - $8.56K
|
9.08K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
65+ 1.81% |
$6.76K - $8.43K
|
3.66K
$457K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
62+ 1.24% |
$6.45K - $8.04K
|
5.07K
$633K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
60+ 0.98% |
$6.24K - $7.78K
|
6.19K
$772K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
60+ 1.45% |
$6.24K - $7.78K
|
4.21K
$525K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
57+ 28.36% |
$5.93K - $7.4K
|
258
$32.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
56+ 1.21% |
$5.82K - $7.27K
|
4.68K
$584K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
56+ 1.82% |
$5.82K - $7.27K
|
3.14K
$392K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
51New |
$5.3K - $6.62K
|
51
$6.36K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
50New |
$5.2K - $6.49K
|
50
$6.24K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
48+ 2.03% |
$4.99K - $6.23K
|
2.42K
$302K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
46New |
$4.78K - $5.97K
|
46
$5.74K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
45+ 2.32% |
$4.68K - $5.84K
|
1.99K
$248K
|