Institutional Ownership Webster Financial Corp (WBS)
This table provides information about the institutional ownership of Webster Financial Corp (WBS). We have compiled data on the 486 institutions that hold shares in the stock, with a total of 136 Million shares, which have been reported (via 13F filing form) to have a value of $8.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
31
shares
|
$1,840
0.0% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
26
shares
|
$1,543
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
25
shares
|
$1,484
0.0% of portfolio
|
Q3 2024
Reduced 43.18%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
25
shares
|
$1,484
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
25
shares
|
$1,484
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
25
shares
|
$1,484
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
20
shares
|
$1,187
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
14
shares
|
$831
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
11
shares
|
$652
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
10
shares
|
$593
0.0% of portfolio
|
Q4 2023
Added 200.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
10
shares
|
$593
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
10
shares
|
$593
0.0% of portfolio
|
Q4 2024
Reduced 74.36%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
9
shares
|
$534
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
9
shares
|
$534
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
7
shares
|
$415
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
6
shares
|
$356
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5
shares
|
$296
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
5
shares
|
$296
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3
shares
|
$178
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
3
shares
|
$178
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2
shares
|
$118
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1
shares
|
$59
0.01% of portfolio
|
Q4 2024
Reduced 99.92%
|