Purchases and Sales Made in Q2 2023 in Bwx Technologies, Inc. (BWXT)
This table provides information about the institutional ownership of Bwx Technologies, Inc. (BWXT) during Q2 2023. The information is specifically focused on institutions that hold shares of BWX Technologies, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
535+ 0.24% |
$32.3K - $38.3K
|
219K
$25.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
500+ 0.75% |
$30.2K - $35.8K
|
67.2K
$7.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
475+ 2.51% |
$28.7K - $34K
|
19.4K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
460+ 0.16% |
$27.7K - $32.9K
|
289K
$33.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
350+ 13.07% |
$21.1K - $25K
|
3.03K
$347K
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
285New |
$17.2K - $20.4K
|
285
$32.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
243+ 3.68% |
$14.7K - $17.4K
|
6.85K
$786K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
240+ 4.79% |
$14.5K - $17.2K
|
5.25K
$602K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
222New |
$13.4K - $15.9K
|
222
$25.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
215+ 0.93% |
$13K - $15.4K
|
23.4K
$2.68M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
199+ 14.7% |
$12K - $14.2K
|
1.55K
$178K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
193+ 37.33% |
$11.6K - $13.8K
|
710
$81.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
188+ 62.25% |
$11.3K - $13.5K
|
490
$56.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
184New |
$11.1K - $13.2K
|
184
$21.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
184+ 1.02% |
$11.1K - $13.2K
|
18.2K
$2.08M
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
140New |
$8.44K - $10K
|
140
$16.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
138+ 2.53% |
$8.32K - $9.88K
|
5.59K
$641K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
121+ 3.76% |
$7.3K - $8.66K
|
3.34K
$383K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
110+ 1.6% |
$6.64K - $7.87K
|
6.96K
$799K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
107+ 0.15% |
$6.45K - $7.66K
|
70.6K
$8.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
103+ 7.37% |
$6.21K - $7.37K
|
1.5K
$172K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
100+ 61.73% |
$6.03K - $7.16K
|
262
$30K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
78+ 1.6% |
$4.7K - $5.58K
|
4.95K
$568K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
76+ 1.88% |
$4.58K - $5.44K
|
4.13K
$473K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
75New |
$4.52K - $5.37K
|
75
$8.6K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
71+ 0.14% |
$4.28K - $5.08K
|
50.5K
$5.79M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
68+ 1.92% |
$4.1K - $4.87K
|
3.62K
$415K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
65New |
$3.92K - $4.65K
|
65
$7.45K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
58+ 1.05% |
$3.5K - $4.15K
|
5.58K
$640K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
51+ 0.32% |
$3.08K - $3.65K
|
16.2K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
31+ 26.96% |
$1.87K - $2.22K
|
146
$16.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
26+ 24.3% |
$1.57K - $1.86K
|
133
$15.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
16+ 32.65% |
$965 - $1.15K
|
65
$7.45K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
16New |
$965 - $1.15K
|
16
$1.84K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
14New |
$844 - $1K
|
14
$1.61K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 1.43% |
$844 - $1K
|
990
$114K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 1.43% |
$844 - $1K
|
990
$114K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
13+ 14.61% |
$784 - $930
|
102
$11.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
13+ 6.1% |
$784 - $930
|
226
$25.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8New |
$483 - $573
|
8
$918
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 14.29% |
$362 - $429
|
48
$5.51K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 14.29% |
$362 - $429
|
48
$5.51K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4New |
$241 - $286
|
4
$459
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 10.0% |
$181 - $215
|
33
$3.78K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.41% |
$121 - $143
|
491
$56.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.59% |
$60.3 - $71.6
|
171
$19.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 13.33% |
$121 - $143
|
13
$1.49K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 1.8% |
$121 - $143
|
109
$12.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 18.75% |
$181 - $215
|
13
$1.49K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4- 33.33% |
$241 - $286
|
8
$918
|