Latest Institutional Transactions on Webster Financial Corp (WBS)
This table provides information on the latest institutional transactions involving Webster Financial Corp (WBS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
6.31KNew |
$238K - $299K
|
6.31K
$371K
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-11.3K- 18.2% |
$427K - $536K
|
50.9K
$3M
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
227New |
$8.56K - $10.7K
|
227
$13.4K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.18K+ 49.0% |
$44.3K - $55.7K
|
3.58K
$211K
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.38KNew |
$52K - $65.3K
|
1.38K
$81.2K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.11K- 16.95% |
$79.7K - $100K
|
10.4K
$610K
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.02KNew |
$189K - $238K
|
5.02K
$296K
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
600+ 5.94% |
$22.6K - $28.4K
|
10.7K
$630K
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-42- 0.29% |
$1.58K - $1.99K
|
14.4K
$850K
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-10.2K- 2.67% |
$386K - $485K
|
373K
$21.9M
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-84- 40.58% |
$3.17K - $3.98K
|
123
$7.24K
|
|
Oct 27, 2023
Q3 2023
|
River Oaks Capital LLC
Wayzata, MN |
BUY
|
- |
4.1K+ 5.44% |
$155K - $194K
|
79.5K
$4.68M
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-800- 6.09% |
$30.2K - $37.9K
|
12.3K
$727K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
21New |
$792 - $994
|
21
$1.24K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.2K+ 18.46% |
$45.1K - $56.7K
|
7.68K
$452K
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
259New |
$9.76K - $12.3K
|
259
$15.3K
|
|
Oct 23, 2023
Q3 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-809- 13.15% |
$30.5K - $38.3K
|
5.34K
$315K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
99New |
$3.73K - $4.69K
|
99
$5.83K
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.18K- 1.86% |
$44.3K - $55.7K
|
61.9K
$3.64M
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-1.38K- 19.71% |
$52K - $65.3K
|
5.62K
$331K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
26New |
$980 - $1.23K
|
26
$1.53K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-10- 12.99% |
$377 - $474
|
67
$3.95K
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.37K- 7.79% |
$51.5K - $64.7K
|
16.2K
$953K
|
|
Q2 2023 | |||||||
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-3.2KClosed |
$103K - $130K
|
0
$0
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-3.94KClosed |
$127K - $160K
|
0
$0
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.6K- 32.39% |
$148K - $187K
|
9.6K
$566K
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-51.6K- 32.75% |
$1.66M - $2.1M
|
106K
$6.24M
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
13.8KNew |
$445K - $562K
|
13.8K
$813K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.26KNew |
$40.6K - $51.2K
|
1.26K
$74.1K
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-272K- 95.67% |
$8.77M - $11.1M
|
12.3K
$725K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-334- 4.74% |
$10.8K - $13.6K
|
6.71K
$395K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9New |
$290 - $366
|
9
$530
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
38.8K+ 39.34% |
$1.25M - $1.58M
|
137K
$8.09M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-28.7K- 28.39% |
$925K - $1.17M
|
72.4K
$4.26M
|
|
Aug 09, 2023
Q2 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-4.6K- 5.24% |
$148K - $187K
|
83.2K
$4.9M
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
25.4K+ 25.05% |
$819K - $1.03M
|
127K
$7.47M
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
900New |
$29K - $36.6K
|
900
$53K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-5- 2.7% |
$161 - $203
|
180
$10.6K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
38New |
$1.23K - $1.55K
|
38
$2.24K
|
|
Aug 07, 2023
Q2 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-87.4K- 4.38% |
$2.82M - $3.56M
|
1.91M
$112M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.95KNew |
$62.9K - $79.4K
|
1.95K
$115K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
3New |
$96.7 - $122
|
3
$177
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-342- 1.05% |
$11K - $13.9K
|
32.2K
$1.9M
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
BUY
|
- |
416+ 1.31% |
$13.4K - $16.9K
|
32.1K
$1.89M
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7New |
$226 - $285
|
7
$412
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-271- 51.33% |
$8.74K - $11K
|
257
$15.1K
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-171- 10.25% |
$5.51K - $6.96K
|
1.5K
$88.2K
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
5.34KNew |
$172K - $217K
|
5.34K
$314K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-7- 20.59% |
$226 - $285
|
27
$1.59K
|