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 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
86+ 1.33% |
$4.09K - $5.28K
|
6.54K
$385K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.84K+ 18.58% |
$183K - $236K
|
24.5K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-244- 9.76% |
$11.6K - $15K
|
2.26K
$133K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.24K+ 5.28% |
$59K - $76.1K
|
24.7K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-152- 0.75% |
$7.23K - $9.33K
|
20.1K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-48- 69.57% |
$2.28K - $2.95K
|
21
$1.24K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.07K+ 335.06% |
$98.6K - $127K
|
2.69K
$159K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.82% |
$47.6 - $61.4
|
123
$7.24K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 50.0% |
$95.1 - $123
|
6
$353
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-29.1K- 86.18% |
$1.39M - $1.79M
|
4.67K
$275K
|
|
|
May 02, 2025
Q1 2025
|
Times Square Capital Management, LLC
|
SELL
|
- |
-753K- 91.42% |
$35.8M - $46.2M
|
70.7K
$4.16M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
3.75K+ 2.58% |
$178K - $230K
|
149K
$8.78M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.13K+ 4.08% |
$149K - $192K
|
79.9K
$4.7M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
29New |
$1.38K - $1.78K
|
29
$1.71K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10+ 111.11% |
$476 - $614
|
19
$1.12K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-600- 46.15% |
$28.5K - $36.8K
|
700
$41.2K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-1.14K- 3.52% |
$54.2K - $70K
|
31.2K
$1.84M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
42+ 0.16% |
$2K - $2.58K
|
27K
$1.59M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.52K+ 34.55% |
$120K - $155K
|
9.83K
$579K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
6.81KNew |
$324K - $418K
|
6.81K
$401K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3+ 0.05% |
$143 - $184
|
5.87K
$345K
|
|
|
May 02, 2025
Q1 2025
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-11.8K- 0.74% |
$560K - $723K
|
1.59M
$93.6M
|
|
|
May 01, 2025
Q1 2025
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
1.3K+ 0.22% |
$61.8K - $79.8K
|
589K
$34.7M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.26KNew |
$250K - $323K
|
5.26K
$310K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-10.5K- 2.72% |
$499K - $644K
|
376K
$22.1M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.33K- 2.58% |
$111K - $143K
|
88.2K
$5.19M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-583- 1.17% |
$27.7K - $35.8K
|
49.2K
$2.9M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
18+ 0.46% |
$856 - $1.11K
|
3.92K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
400+ 0.84% |
$19K - $24.6K
|
48K
$2.83M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.23K+ 77.63% |
$296K - $382K
|
14.3K
$839K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
30New |
$1.43K - $1.84K
|
30
$1.77K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
10New |
$476 - $614
|
10
$589
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
513+ 7.82% |
$24.4K - $31.5K
|
7.07K
$416K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 25.0% |
$47.6 - $61.4
|
5
$294
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
192+ 2.9% |
$9.13K - $11.8K
|
6.81K
$401K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-4.39K- 63.7% |
$209K - $270K
|
2.5K
$147K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-299- 5.04% |
$14.2K - $18.4K
|
5.63K
$332K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-653- 2.3% |
$31.1K - $40.1K
|
27.7K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
286+ 43.66% |
$13.6K - $17.6K
|
941
$55.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
7.07KNew |
$336K - $434K
|
7.07K
$416K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.43K+ 38.72% |
$163K - $211K
|
12.3K
$724K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
500+ 1.23% |
$23.8K - $30.7K
|
41K
$2.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
427+ 2.16% |
$20.3K - $26.2K
|
20.2K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12New |
$571 - $737
|
12
$707
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-681- 0.13% |
$32.4K - $41.8K
|
515K
$30.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.12K- 14.2% |
$101K - $130K
|
12.8K
$753K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.5% |
$47.6 - $61.4
|
201
$11.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.68K+ 1.78% |
$223K - $288K
|
268K
$15.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
28.6K+ 291.98% |
$1.36M - $1.76M
|
38.4K
$2.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
262+ 4.52% |
$12.5K - $16.1K
|
6.06K
$357K
|