Purchases and Sales Made in Q1 2023 in Webster Financial Corp (WBS)
This table provides information about the institutional ownership of Webster Financial Corp (WBS) during Q1 2023. The information is specifically focused on institutions that hold shares of WEBSTER FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
63New |
$2.37K - $3.51K
|
63
$3.71K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
51+ 0.1% |
$1.92K - $2.84K
|
49.3K
$2.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
47New |
$1.76K - $2.62K
|
47
$2.77K
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
46+ 0.39% |
$1.73K - $2.56K
|
11.7K
$690K
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
45New |
$1.69K - $2.5K
|
45
$2.65K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
40+ 0.22% |
$1.5K - $2.23K
|
17.9K
$1.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
40New |
$1.5K - $2.23K
|
40
$2.36K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
35+ 0.09% |
$1.31K - $1.95K
|
38.2K
$2.25M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
28New |
$1.05K - $1.56K
|
28
$1.65K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21+ 1.49% |
$789 - $1.17K
|
1.43K
$84.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 200.0% |
$751 - $1.11K
|
30
$1.77K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
20New |
$751 - $1.11K
|
20
$1.18K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
19+ 0.73% |
$713 - $1.06K
|
2.63K
$155K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 12.5% |
$713 - $1.06K
|
171
$10.1K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
19+ 0.62% |
$713 - $1.06K
|
3.08K
$181K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
15+ 0.06% |
$563 - $835
|
23.2K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14+ 70.0% |
$526 - $779
|
34
$2K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$376 - $557
|
10
$589
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
9New |
$338 - $501
|
9
$530
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
8New |
$300 - $445
|
8
$471
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.77% |
$225 - $334
|
788
$46.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
6New |
$225 - $334
|
6
$353
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
6+ 0.11% |
$225 - $334
|
5.65K
$333K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$225 - $334
|
6
$353
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
5New |
$188 - $278
|
5
$294
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4+ 0.62% |
$150 - $223
|
646
$38K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.75% |
$75.1 - $111
|
268
$15.8K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$37.6 - $55.7
|
3.34K
$197K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 25.0% |
$37.6 - $55.7
|
3
$177
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3- 0.05% |
$113 - $167
|
5.61K
$330K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5- 0.34% |
$188 - $278
|
1.49K
$87.6K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-8- 1.49% |
$300 - $445
|
528
$31.1K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-9- 1.33% |
$338 - $501
|
669
$39.4K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-10- 62.5% |
$376 - $557
|
6
$353
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-11- 5.61% |
$413 - $612
|
185
$10.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13- 38.24% |
$488 - $723
|
21
$1.24K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 10.74% |
$488 - $723
|
108
$6.36K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-18- 3.4% |
$676 - $1K
|
511
$30.1K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-23Closed |
$864 - $1.28K
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-25- 20.0% |
$939 - $1.39K
|
100
$5.89K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-25- 0.18% |
$939 - $1.39K
|
13.8K
$815K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-33- 62.26% |
$1.24K - $1.84K
|
20
$1.18K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-36- 6.58% |
$1.35K - $2K
|
511
$30.1K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-38- 58.46% |
$1.43K - $2.11K
|
27
$1.59K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-68- 0.33% |
$2.55K - $3.78K
|
20.6K
$1.21M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-77- 38.69% |
$2.89K - $4.29K
|
122
$7.18K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-94- 69.63% |
$3.53K - $5.23K
|
41
$2.41K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-94- 10.94% |
$3.53K - $5.23K
|
765
$45.1K
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-98- 1.75% |
$3.68K - $5.45K
|
5.51K
$324K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-98- 17.53% |
$3.68K - $5.45K
|
461
$27.1K
|