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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-403Closed |
$21K - $25.9K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Davis Capital Partners, LLC
Sausalito, CA |
BUY
|
- |
579KNew |
$30.2M - $37.2M
|
579K
$34.1M
|
|
|
May 10, 2022
Q1 2022
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
7.79KNew |
$407K - $501K
|
7.79K
$459K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-155Closed |
$8.09K - $9.97K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.04KNew |
$54.4K - $67K
|
1.04K
$61.4K
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
5.09KNew |
$266K - $328K
|
5.09K
$300K
|
|
|
May 02, 2022
Q1 2022
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
12.6KNew |
$655K - $808K
|
12.6K
$740K
|
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
BUY
|
- |
52+ 650.0% |
$2.71K - $3.35K
|
60
$3.53K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
205New |
$10.7K - $13.2K
|
205
$12.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
400New |
$20.9K - $25.7K
|
400
$23.6K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-306Closed |
$16K - $19.7K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Addison Capital CO
|
BUY
|
- |
6.18KNew |
$323K - $398K
|
6.18K
$364K
|
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-10.9KClosed |
$569K - $702K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5+ 10.0% |
$259 - $298
|
55
$3.24K
|
|
|
Feb 14, 2022
Q4 2021
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.01KNew |
$52K - $60K
|
1.01K
$59.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Piper Sandler & Co.
Minneapolis, MN |
SELL
|
- |
-138Closed |
$7.14K - $8.23K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-7.44KClosed |
$385K - $444K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-114Closed |
$5.9K - $6.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-6.83KClosed |
$353K - $408K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Connacht Asset Management LP
New York, NY |
SELL
|
- |
-4.49KClosed |
$232K - $268K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
14New |
$724 - $835
|
14
$824
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.54KNew |
$183K - $211K
|
3.54K
$209K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-11.2KClosed |
$578K - $667K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Polianta LTD
|
SELL
|
- |
-20.5KClosed |
$1.06M - $1.22M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
300New |
$13.8K - $16.4K
|
300
$17.7K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-7.49KClosed |
$345K - $409K
|
0
$0
|
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-19.1KClosed |
$878K - $1.04M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-14.2KClosed |
$654K - $777K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-37.1KClosed |
$1.7M - $2.02M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
One Fin Capital Management LP
San Francisco, CA |
SELL
|
- |
-160KClosed |
$7.36M - $8.74M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
- |
-13.7KClosed |
$632K - $750K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-37Closed |
$1.7K - $2.02K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-3.27KClosed |
$150K - $178K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6New |
$276 - $328
|
6
$353
|
|
|
Nov 09, 2021
Q3 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
500New |
$23K - $27.3K
|
500
$29.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
4New |
$184 - $218
|
4
$236
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$460K - $546K
|
10K
$589K
|
|
|
Nov 03, 2021
Q3 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-67.9KClosed |
$3.13M - $3.71M
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
412New |
$19K - $22.5K
|
412
$24.3K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-7.15KClosed |
$361K - $414K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
8.8KNew |
$445K - $510K
|
8.8K
$518K
|
|
|
Aug 16, 2021
Q2 2021
|
Blue Grotto Capital, LLC
Atlanta, GA |
SELL
|
- |
-257KClosed |
$13M - $14.9M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-6.25KClosed |
$316K - $362K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-7.4KClosed |
$374K - $429K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.65KClosed |
$185K - $212K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-454Closed |
$22.9K - $26.3K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-9.7KClosed |
$490K - $562K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.31KClosed |
$218K - $250K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-6.4KClosed |
$324K - $371K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Peregrine Capital Management LLC
|
SELL
|
- |
-422K- 99.95% |
$21.3M - $24.4M
|
219
$12.9K
|
|